> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/scanner/pick-and-pack-scanner.md).
# Pick & Pack (Scanner)
Using a Supply’d handheld scanner for Pick & Pack makes order fulfilment faster, easier, and more accurate. Instead of manually checking items, staff can scan products directly as they pick and pack, ensuring the correct quantities and items are included in each order. This reduces errors, speeds up workflow, and keeps inventory updated in real time — helping your team stay efficient and customers satisfied.
In this document, we will guide you through the process of picking and packing orders, providing detailed explanations and helpful insights for:
* [#starting-a-pick-and-pack](#starting-a-pick-and-pack "mention")
* [#single-pick](#single-pick "mention") - Picking a Single Order
* [#cluster-pick](#cluster-pick "mention") **-** Picking Multiple Orders at Once to Tub on a Trolley
* [#pack](#pack "mention") - Packing an Order
***
***
## Starting a Pick & Pack
{% stepper %}
{% step %}
#### Open Supply'd on the Scanner
To start a **Pick &** **Pack**, open Supply'd on the scanner.
***
{% endstep %}
{% step %}
#### Select Pick & Pack
Select **Pick & Pack** from the **Scanner** menu.
The **Start Pick & Pack** screen will show.
***
{% endstep %}
{% step %}
#### Select the Process
Click on the **Process** field and select whether this is a:
* **Single Pick**: Picking of a single order (see [#single-pick](#single-pick "mention") below).
* **Cluster Pick:** Picking multiple orders at the same time into separate tubs (see [#cluster-pick](#cluster-pick "mention") below).
{% hint style="warning" %}
To configure this you will need to have added tubs and their dimensions in the **Pick & Pack Settings.**
👉 See the [Pick & Pack Settings](/supplyd-erp/settings/pick-and-pack-settings.md) document.
{% endhint %}
* **Pack:** Packing an order.
***
{% endstep %}
{% step %}
#### Select the Warehouse
Select the location of the order to be picked from the drop-down menu.
{% endstep %}
{% endstepper %}
***
## Single Pick
{% stepper %}
{% step %}
#### Select Single Pick
On the **Start Pick & Pack** screen, click on the **Process** field and select **Single Pick**.
***
{% endstep %}
{% step %}
#### Select the Location
Select the location from the **Warehouse** menu.
***
{% endstep %}
{% step %}
#### Click .
***
{% endstep %}
{% step %}
#### Select the Order
A list of orders will appear. Select the order you wish to pick.
The order will open showing the order details and the number of each item in the order.
***
{% endstep %}
{% step %}
#### Pick the Items
Use the **"+"** button to add items as you place them in your tub (or collection container), or scan the barcode on each item as you add it.
{% hint style="success" %}
If the number is large, you can click the **"0"** and type the number in.
{% endhint %}
The screen will update to reflect the changes and minimise the item details if the entered number matches the ordered quantity.
{% hint style="warning" %}
If you enter a number greater than the order quantity, the scanner will emit an audible beep, and the blue background around the numbers next to the item name will turn yellow.
{% endhint %}
***
{% endstep %}
{% step %}
#### Repeat for Remaining Items
Repeat step 5 for each item in the order.
***
{% endstep %}
{% step %}
#### Perform Additional Options
Once you have collected all the items in the order, perform any [#additional-options-for-picking](#additional-options-for-picking "mention") or [#additional-options-for-items](#additional-options-for-items "mention"), or skip to [#finalising-a-single-pick](#finalising-a-single-pick "mention").
{% hint style="warning" %}
The **FINALISE** button will remain grey and will not appear blue until all items are picked in the correct quantities. You can still press it, but a warning will appear if any items are under-picked.
{% endhint %}
***
{% endstep %}
{% step %}
#### Print Picking Receipt
Depending on your settings, the scanner will automatically connect to your printer and will print the picking receipt.
{% endstep %}
{% endstepper %}
***
### Additional Options for Picking
Prior to finalising the pick, clicking the 3 dots next to **Order Number** will bring up a menu.
**Finalise Picking**
Will finalise the **Pick**. An alternative to the button. You will be asked to confirm.
{% hint style="info" %}
This option will only appear after you’ve picked all items.
{% endhint %}
**Download >**
Enables you to download and print the following for inclusion with the order:
* **Invoice**
* **Pack Slip**
* **Shipping Label**
**Cancel Picking**
Will cancel the pick.
***
### Additional Options for Items
Clicking the 3 dots on the order item will bring up a menu.
**Assign Batches**
Clicking this opens the **Assign Batch** form and allows you to assign batches to the order. Click **Assign Batch** to assign that batch to the order item.
{% hint style="warning" %}
If a batch is marked as defective, the system will alert the picker during the selection process, ensuring it is not picked.\
{% endhint %}
The Batch number will appear on the order item.
Add the number of items added to the order with that batch number by pressing the **"+"**. \
\
If there are multiple batches of any item to be added to the order, repeat the process. The total of all the items added to the various batches should add up to the order quantity. For example, this order requires 25 packs of Koala Twins. You have 20 packs from batch #5498 and 5 from batch #6227, totalling 25 packs.
{% hint style="success" %}
**Pro Tip:** You can utilise automatic batch allocation by printing batch barcodes for your products.
{% endhint %}
**Clear Batches**
Clears any batches assigned to the item.
***
### Finalising a Single Pick
Once you have completed the pick, click (or select **Finalise Picking** from the 3-dot menu). Orders will automatically be marked as .
{% hint style="warning" %}
The button will remain grey and will not appear green until all items are picked in the correct quantities. You can still press it, but a warning will appear if any items are under-picked.
{% endhint %}
{% hint style="info" %}
Before finalising, the order will be marked as during the picking process.
{% endhint %}
***
## Cluster Pick
{% stepper %}
{% step %}
#### Select Cluster Pick
On the **Start Pick & Pack** screen, click on the **Process** field and select **Cluster Pick**.
***
{% endstep %}
{% step %}
#### Select the Location
Select the location from the **Warehouse** menu.
***
{% endstep %}
{% step %}
#### Click .
***
{% endstep %}
{% step %}
#### Scan the Tubs
In the **Tubs** section, scan the tubs you would like to use with this cluster pick by pointing the scanner at the QR code and press either of the scanner buttons. Scan 1 tub per order. For example, if you have 5 orders to pick, you’ll need to scan 5 tubs - one for each order.
The system will automatically organise orders into tubs based on their size and quantity.
***
{% endstep %}
{% step %}
#### Select the Orders
In the **Orders** section, choose how you would like to assign orders for this cluster pick.
**Allocate Orders**
How you would like to allocate orders to this cluster pick.
* **Auto:** Have orders automatically assigned based on your chosen criteria.
**Delivery Dates**
The delivery date you would like to assign to this cluster pick. When clicking on this field a calendar will show for you to select your dates. **Leave blank for all delivery dates.**
**Pick Priority**
Select one or more pick priorities to use in this cluster pick. **Leave blank for all Pick Priorities**.
***
{% endstep %}
{% step %}
#### Click .
A list of items to pick will appear.
{% hint style="success" %}
Identical items from different orders are grouped together, each assigned a specific tub linked to its order. In our example, 2 of the orders contain unicorns. The blue unicorns are listed one after the other, as are the pink and white. The first blue unicorn item has been allocated to **TUB: 3**, the second to **TUB: 2** for their corresponding orders. This ensures a faster and more efficient picking process.
{% endhint %}
***
{% endstep %}
{% step %}
#### Pick the Items
As in single pick, scan the products, use the **"+"** buttons to add items, or click on the **"0"** and type the number in. \
\
The screen will prompt you to scan the tub QR code and place the items into the allocated tub.
The screen will update to reflect the changes and minimise the item details.
***
{% endstep %}
{% step %}
#### Repeat for Remaining Items
Repeat for each item in the order.
Once you are done, you will have all of the items for each order placed into each of their allocated tubs.
***
{% endstep %}
{% step %}
#### Perform Additional Options
Once you have collected all the items in the order, perform any [#additional-options-for-the-orders](#additional-options-for-the-orders "mention") or [#additional-options-for-the-items](#additional-options-for-the-items "mention"), or skip to [#finalising-a-cluster-pick](#finalising-a-cluster-pick "mention").
{% endstep %}
{% endstepper %}
***
### Additional Options for the Orders
Prior to finalising the pick, clicking the 3 dots next to **Order Number**, will bring up a menu.
**View Orders**
Enables you to view the orders that are included in this cluster pick.
**Finalise Picking**
Will finalise the **Pick**. An alternative to the button. You will be asked to confirm.
{% hint style="info" %}
This option will only appear after all items have been picked.
{% endhint %}
**Download >**
Enables you to download and print the following for inclusion with the order:
* **Invoice**
* **Pack Slip**
* **Shipping Label**
**Cancel Picking**
Will cancel the pick.
***
### Additional Options for the Items
Clicking the 3 dots on the order item, will bring up a menu. This is the same process as explained above in [#additional-options-for-items](#additional-options-for-items "mention").
***
### Finalising a Cluster Pick
Once you have completed the cluster pick, click (or select **Finalise Picking** from the 3-dot menu). Orders will automatically be marked as .
***
## Pack
{% stepper %}
{% step %}
#### Select the Process
On the **Start Pick & Pack** screen, click on the **Process** field and select **Pack**.
***
{% endstep %}
{% step %}
#### Select Warehouse
Select the location from the **Warehouse** drop-down menu.
***
{% endstep %}
{% step %}
#### Select Pack Station
Select the **Pack Station**. If you have not set-up any pack stations for the location this will simply be set as "Default".
***
{% endstep %}
{% step %}
#### Click .
A list of orders will appear.
***
{% endstep %}
{% step %}
#### Select Orders
Select the order you wish to pack from the list on the scanner, otherwise, if receipt or tub-based picking is enforced, scan the receipt or tub label instead.
The order details will appear.
***
{% endstep %}
{% step %}
#### Add or Change Carton (optional)
The weight and carton size will be automatically calculated by Supply'd if you have added weights and dimensions when setting up the products. If for any reason you wish to change the carton size manually, click the yellow box which says "Custom Carton". Clicking this will cause the **Add Carton** form to appear.
Select the weight, dimensions and number and click .
{% hint style="warning" %}
If the **Track Items In Cartons** feature has been enabled in your [Pick & Pack Settings](/supplyd-erp/settings/pick-and-pack-settings.md), during the packing process the packer must first scan a carton, then scan each item placed into it, and repeat this sequence for every additional carton.\
\
This feature is primarily used by companies that need to specify what their customers can expect in each carton - typically larger clients, such as supermarkets.
{% endhint %}
***
{% endstep %}
{% step %}
#### Pack Items
As with picking, use the **"+"** button or scan the barcode on each item to add items as you pack them.
Repeat with each item in the order.
{% hint style="info" %}
If for any reason the item was under-picked during Pick stage, for example, the customer ordered 20 pink unicorns and there was only 1 in stock, an additional section will show - **Short Picked Items** - listing these items. If this was a picking error, you will see which items will need to be checked.
{% endhint %}
***
{% endstep %}
{% step %}
#### Perform Additional Options
Once you have collected all the items in the order, perform any [#additional-options-for-packing](#additional-options-for-packing "mention"), or skip to [#printing-labels-and-finalising-the-pack](#printing-labels-and-finalising-the-pack "mention").
{% endstep %}
{% endstepper %}
***
### Additional Options for Packing
Prior to finalising the pack, clicking the 3 dots next to **Order Number**, will bring up a menu.
**Add Parcel**
Should you need to add an extra carton for packing. Clicking this will cause the **Add Carton** form to appear.
Select the weight, dimensions and number and click .
\
The additional carton will appear on the packing list.
**Download >**
Enables you to download and print the following for inclusion with the order:
* **Invoice**
* **Pack Slip**
* **Shipping Label**
**Change Pack Station**
Allows you to change the packing station. Clicking on this opens the **Change Pack Station** form.
Select the new pack station from the drop-down menu and click
**Cancel Packing**
Will cancel the pack. You will be asked to confirm.
***
### Printing Labels & Finalising the Pack
Once all items from the order are packed, click .
You will be given the option to print the label or to finalise the pack.
Select (or click if you don't want to print labels).
Supply'd will automatically print the correct label for the order - either a shipping label for deliveries or a pick-up label for collection orders.
Once you have verified that the labels printed correctly, click to complete the order.
Orders will automatically be marked as , or, in the case of Pick-Up orders, .
{% hint style="success" %}
👉 For more information on using a scanner for pick-up orders, see the [Pick Up Orders (Scanner)](/supplyd-erp/scanner/pick-up-orders-scanner.md) document.
{% endhint %}
---
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**Finalise Picking**
Will finalise the **Pick**. An alternative to the 
***
### Finalising a Cluster Pick
Once you have completed the cluster pick, click 
**Add Parcel**
Should you need to add an extra carton for packing. Clicking this will cause the **Add Carton** form to appear.
You will be given the option to print the label or to finalise the pack.
