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Pick & Pack Settings

Using the Pick & Pack settings in Supply'd improves order accuracy, speeds up fulfilment, and enhances inventory management, leading to faster and more efficient order fulfilment.

Pick & Pack Settings allow you to control how orders are picked, packed, and prepared for delivery or collection. By configuring these settings, you can streamline warehouse workflows, reduce errors, and ensure orders are handled consistently across your locations.

These settings let you define how items appear on pick lists, how products are grouped or collated, and how inventory is allocated during picking and packing. Properly set up Pick & Pack Settings help improve efficiency, accuracy, and visibility throughout the fulfilment process.

This document will guide you through managing your Pick & Pack settings, where you can customise picking methods and priorities, choose a printer for order labels, and set up packing stations in the following sections:


The Pick & Pack Settings Page

To view, create or edit your Pick & Pack Settings click on your company name in the top right and select Settings.

Scroll down and select Pick & Pack Settings from the Settings menu.

The Pick & Pack Settings page will open.

You will see 4 tabs:

Settings

Lists any current settings and allows you to manage your settings for pick and pack processes.

Pick Tubs

Lists tubs that can be used for picking orders and allows you to configure them or add more.

Pick Priorities

Shows your pick priorities to be used when prioritising orders for picking and allows you to add to or edit these.

Pack Stations

Show your pack stations to use when picking and allows you to add to or edit these.

We will discuss these tabs in more detail below.


Settings

Here you can manage your settings for your pick & pack processes. This page displays your current settings if they have been configured.


Editing Pick & Pack Settings

1

Go to the Pick & Pack Settings Page

Go to the Pick & Pack Settings page as described above in / ie.

  1. Click on your company name in the top right, then select Settings.

  2. Scroll down and select Pick & Pack from the Settings menu.


2

Select Edit Settings

To edit these Pick & Pack Settings, click on the 3 dots in the top right corner and select Edit Settings.

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The Pick & Pack Settings form will open.

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Complete the sections as per the guidelines below:


3

Pick & Pack

Choose your settings for pick & pack functionality.

Pick Assign

Select how orders should be assigned for picking - either Auto or Manually.

  • Auto: Orders will automatically be assigned for picking once they're placed. You can manually postpone certain orders using postpone pick.

  • Manually: Orders will need to be manually assigned for picking.

Picking Reference Type

Select the type of picking you would like to operate with when using a Supply'd scanner.

  • Manual: No reference to the order will be managed by the system. You would need to use another process to referencing picking.

  • Tub Based: Generate tub sticker and each order can be associated to a tub or trolley. When this is selected an extra field - Enforce Tub Scanning - will appear (see below).

  • Receipt: A picking receipt will be printed at the end of the pick to reference the order. When this is selected an extra field - Pick Receipt Printer - will appear (see below).

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Enforce Tub Scanning

Select whether or not every order must have a tub associated to it.

If Yes users cannot finalise a pick without assigning a tub.

If No, it would be optional for users to scan a tub.

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This field will only show when Tub Based is selected as the Picking Reference Type above.

Pick Receipt Printer

Select the printer you would like to print pick receipts to.

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Your list of printers will vary to the example depending on what printers you have set up in Printer Set-Up.

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This field will only show when Receipt selected as the Picking Reference Type above.

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Pick List Item Order

Choose how items are ordered on your pick lists.

Pack Slip Item Order

Select the display order for items on packing and delivery slips.


4

Defaults

Choose the default settings to be used for pick & pack.

Product Dimensions (cm)

Enter the default products dimensions in cm to use for products that have no specified product size. This is used for automatically calculating tub capacities for each order.

Packing Label Printer

Select the default printer to use for printing shipping labels during packing.

Select Disabled to not use label printing during packing.

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5

Save

Click to apply your settings.

These settings will show on the Pick & Pack Settings page.


Printing Tub Identifiers

Click the three dots in the top right corner to access the Print Tub Labels option, which allows you to print scannable labels to identify your picking tubs.

1

Select Print Tub Labels

Select Print Tub Labels from the menu. The Print Tub Identifiers form will open.


2

Complete the Form

Complete the fields a follows:

Template* [required field]

Choose the template to use to generate the label - either the system template or a custom template, if you have created one.

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Number Range* [required field]

Enter the label number range to print, specifying the Start and End numbers.


3

Click Print

Click to generate the labels for printing.


Pick Tubs

The Pick Tubs tab shows a list of tubs you have added that are available for picking, including their dimensions and capacity. From here, you can also add new tubs and configure which tubs can be used for picking orders.


Adding a Pick Tub

1

Click Add+

To add a Pick Tub, click on Add + in the top right.

The Add Pick Tub form will open.


2

Complete the Tub Details

Complete the Tub Details fields as follows:

Number* [required field]

Enter a unique number for this tub. Each tub must have a distinct number.

Tub Dimensions (cm)

Enter the internal dimensions of this tub in centimetres. These dimensions are used to calculate the tub’s capacity.


3

Click Save

Click to add the pick tub to the list.


Editing Pick Tub Details

To edit a Pick Tub's details:

1

Select the tub on the Pick Tub list that you would like to edit.

The Edit Pick Tub form will open.

2

Update any details as per the guidelines for Adding a Pick Tub above.

3

Click to apply the updates.


Removing a Pick Tub

To remove a Pick Tub:

1

Select the tub on the Pick Tub list that you would like to remove. The Edit Pick Tub form will open.

2

Click the 3 dots in the top right and select Remove.

You will be asked to confirm.

Click .


Pick Priorities

The Pick Priorities tab shows a list in order of their priority. They are colour-coded for easy identification. You can add to the list and change the priority.

In our example below, pick-up orders take priority over online or wholesale orders and will be picked first. Online orders take priority over wholesale orders and will be picked after any pick-up orders but before any wholesale orders.

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Adding a Pick Priority

1

Click Add+

To add a Pick Priority, click on Add + on the top right.

The Add Pick Priority form will open.


2

Complete the Priority Details

Complete the Priority Details fields as follows:

Name* [required field] Enter a name for this Priority. This will be shown on the orders to indicate its priority.

Colour Select a colour for this priority.

This is shown against orders to indicate the priority visually, making them easily identifiable.


3

Click Save

Click to add the priority to the Pick Priority list.


Editing Pick Priority

To edit a Pick Priority’s details:

1

Select the Priority you want to update from the Pick Priorities list.

The Edit Pick Priority form will open.

2

Update any details as per the guidelines for Adding a Pick Priority above.

3

Click to apply the updates.


Removing a Pick Priority

To remove a Pick Priority:

1

Select the priority on the Pick Priority list that you would like to remove.

The Edit Pick Priority form will open.

2

Click the 3 dots in the top right and select Remove.

You will be asked to confirm.

Click .


Pack Stations

The Pack Stations tab lists your pack stations to use when packing. They are tagged with a colour for easy identification. You can add to the list and change details.


Adding a Pack Station

1

Click Add+

To add a Pack Station, click on Add + on the top right.

The Add Pack Station form will open.


2

Complete the Station Details

Complete the Station Details fields as follows:

Name* [required field] Enter a name for this pack station.

Location* [required field] Select the location of this pack station.

This station will only show for orders picked at the selected location.

Label Printer Select the printer to use for printing shipping labels during packing at this station.

Select Disabled to not use label printing during packing at this station.


3

Click Save

Click to add the pack station to the list.


Editing Pack Station

To edit a Pack Station's details:

1

From the Pack Stations list, select the station you want to edit.

The Edit Pick Priority form will open.

2

Update any details as per the guidelines for Adding a Pack Station above.

3

Click to apply the updates.


Removing a Pack Station

To remove a Pack Station:

1

Select the station on the Pack Station list that you would like to remove.

The Edit Pack Station form will open.

2

Click the 3 dots in the top right and select Remove.

You will be asked to confirm.

Click .

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