Picking

OrderEazi's picking process is the workflow used to physically collect items from the warehouse to fulfill a sales order.

This functionality ensures the correct products, in the correct quantities, are collected efficiently and accurately before packing and shipping. This guide explains how the picking process works in OrderEazi's inventory module.

📋 Allocating the Sales Order to a Picking Slip Before any picking can begin, each sales order must be linked to a picking slip in the system. A single sales order can also be split across multiple picking slips, which is especially useful if the order is large or items are stored in different warehouse zones. This allocation step ensures that each picking slip contains a clear, organized list of products and locations for the picker to follow.

🖨️ Printing the Picking Slip Label At the picking printer station, the user scans the barcode assigned to that specific printer. The system then generates and prints a label containing the picking slip number and a scannable picking slip barcode. This label is usually attached to the picking stock container, so it travels with the items throughout the process.

▶️ Starting the Picking Process Once the label is printed and the picking slip is ready, the picker proceeds to the Start Picking option. Scanning the picking slip barcode at this stage tells the system exactly which order is being worked on, ensuring no confusion between different tasks. The system will then load all required items and their locations for that slip.

📍 Navigating to the First Location For each product and location listed on the picking slip, the system provides clear navigation instructions to the correct storage bin, shelf, or rack. Upon reaching the location, the picker scans or manually enters the location barcode to confirm they are in the correct spot. This step helps reduce errors caused by similar-looking bins, shelves or products.

📦 Scanning the Product The system displays key details about the required product, such as the SKU, item description, and product image (if available). The picker scans the product’s barcode to confirm the correct item is being picked. This barcode validation step is essential for accuracy, especially in warehouses that store similar-looking products.

🔢 Handling Minimum Scan Quantity If the system has a minimum scan quantity configured, the picker only needs to scan one unit of that product and then manually enter the total quantity being picked. If no minimum scan quantity is set, each unit must be scanned individually. This flexibility helps speed up the process for bulk items while maintaining accuracy for high-value or sensitive products.

⏭️ Skipping a Location When Needed If a picker cannot retrieve stock from a particular location—for example, if the location is blocked or the item is temporarily inaccessible—they can use the Skip Bin option. The system will then move that line to the end of the picking sequence so it can be attempted again later without disrupting the rest of the picking process.

⚠️ Overriding for Stock Shortages If a location does not have enough stock to fulfill the quantity required, the picker can use the Override function. This requires supervisor confirmation to ensure proper oversight. Once approved, the system adjusts the picking slip by removing the remaining quantity for that product from that specific location. These picking exceptions are also tracked per picking slip and can be reported on in the reports area of the system.

✅ Completing the Picking Slip After all items have been picked—or appropriately skipped or overridden—the system confirms that the picking slip is complete. At this point, the slip moves on to the checking stage, where items are verified before packing and shipping. This final step ensures that all products leaving the warehouse match the order requirements.

📊 Picking KPI Reports The system provides a detailed Picking KPI (Key Performance Indicator) report that shows the performance of picking users for a specified time frame. This report can be viewed here.