Pick List

The Pick List serves as an organizational tool to coordinate deliveries of Item Orders, Courier Requests, and Maintenance/Custodial Requests that have been created in the Focus Warehouse Module. Individual delivery drivers are able to add items to their task list that are assigned within their routes. Driver Routes are setup via Warehouse > Manage Routes.

Creating a New Pick List

The Manage Pick Lists tab allows users to configure new or existing Pick Lists and manage their contents.

1. From the Warehouse menu, click Pick List.

Pick List

2. The Pick List screen defaults to the Manage Pick Lists tab.

Pick List

3. Select the applicable Fiscal Year from the pull-down. The pull-down defaults to All fiscal years.

Pick List

4. Select the Route from the pull-down.

Pick List

5. Enter the Pick List Name in the provided text box.

6. Edit the Pick List Date, as needed. The Pick List Date defaults to the current date.

7. Click Create.

8. From the View Pick List tab, click Add Items.

Pick List

9. Select the check box to add the item to the pick list from the applicable sections, such as an item from the Courir Requests Pick Up section.

Pick List

Click the check box in the header to select all items listed.

Pick List

10. Click Include facilities not on route to view courier requests, item returns, and custodial requests that aren't on the route assigned to the pick list, in this case, the South Route.

Pick List

a. Click Hide facilities not on route to hide all requests not on the selected route.

Pick List

11. Click Add Items to add the selected items to the pick list.

Pick List

12. Click Print Pick List to print the pick list.

Pick List

a. Click the Printer icon to print the pick list. Click the Download icon to download the pick list as a PDF.

Cursor

b. Click the white X to close the print preview window.

Pick List

13. Click Delivery Signature to enter the Barcode of the item picked up or delivered and sign for it.

Pick List

a. Enter the Barcode in the text box.

b. To electronically sign for the item, click Click to Sign.

Pick List

i. Use the computer mouse to sign for the item. Click Sign to save it.

ii. Click Cancel to cancel your signature and close the pop-up. Click Clear to clear the signature and start over.

c. Click Save.

Pick List

14. To mark an item as complete, select the item check box and click Save.

Pick List

The Status of the item updates from Pending to Completed once saved.

Pick List

15. As indicated in the Files section, drag files directly into the box to attach documents or click the Select button to browse for files. There is also a Scan File button next to the Select button for direct scanning. Click the Scan File button; this will prompt you to download Dynamsoft. This is a one-time download that allows you to attach files directly from your scanner. In doing so, you will bypass saving the file to your computer first.

Pick List

16. To add a comment, type the comment in the provided text box. Then, click Post.

Viewing, Editing, and Completing Existing Pick Lists

The Manage Pick Lists tab allows users to configure new or existing Pick Lists and manage their contents.

1. From the Warehouse menu, click Pick List.

Pick List

2. The Pick List screen defaults to the Manage Pick Lists tab.

Pick List

3. Select the applicable Fiscal Year from the pull-down. The pull-down defaults to All fiscal years.

Pick List

4. The All Pick Lists section displays the Name if the pick list, the Date, Route, Driver, Line Item Count, Item Quantity Total, Completed indicator, and Printed indicator.

Pick List

5. Click Show Completed Pick Lists to display pick lists that have been completed

a. Completed pick lists display. Click Hide Completed Pick Lists to hide the completed pick lists again.

Pick List

6. Click the applicable fields to edit the pick list basics, such as the Name, Date, or Route.

Pick List

7. To delete a pick list, click the delete button (red minus sign).

Pick List

8. Click View to open the pick list.

Pick List

9. From the View Pick List tab, click Add Items.

Pick List

10. Select the check box to add the item to the pick list from the applicable sections, such as an item from the Courir Requests Pick Up section.

Pick List

Click the check box in the header to select all items listed.

Pick List

11. Click Include facilities not on route to view courier requests, item returns, and custodial requests that aren't on the route assigned to the pick list, in this case, the South Route.

Pick List

a. Click Hide facilities not on route to hide all requests not on the selected route.

Pick List

12. Click Add Items to add the selected items to the pick list.

Pick List

13. Click Print Pick List to print the pick list.

Pick List

a. Click the Printer icon to print the pick list. Click the Download icon to download the pick list as a PDF.

Cursor

b. Click the white X to close the print preview window.

Pick List

14. Click Delivery Signature to enter the Barcode of the item picked up or delivered and sign for it.

Pick List

a. Enter the Barcode in the text box.

b. To electronically sign for the item, click Click to Sign.

Pick List

i. Use the computer mouse to sign for the item. Click Sign to save it.

ii. Click Cancel to cancel your signature and close the pop-up. Click Clear to clear the signature and start over.

c. Click Save.

Pick List

15. To mark an item as complete, select the item check box and click Save.

Pick List

The Status of the item updates from Pending to Completed once saved.

Pick List

16. As indicated in the Files section, drag files directly into the box to attach documents or click the Select button to browse for files. There is also a Scan File button next to the Select button for direct scanning. Click the Scan File button; this will prompt you to download Dynamsoft. This is a one-time download that allows you to attach files directly from your scanner. In doing so, you will bypass saving the file to your computer first.

Pick List

17. To add a comment, type the comment in the provided text box. Then, click Post.

My Pick Lists

The My Pick Lists tab displays any list to which the user is assigned. Non-drivers will use the Manage Pick Lists tab to review pick lists.

1. From the Warehouse menu, click Pick List.

Pick List

2. Click the My Pick Lists tab.

Pick List

3. Click View to view your pick list.

4. From the View Pick List tab, click Add Items.

Pick List

5. Select the check box to add the item to the pick list from the applicable sections, such as an item from the Courir Requests Pick Up section.

Pick List

Click the check box in the header to select all items listed.

Pick List

6. Click Include facilities not on route to view courier requests, item returns, and custodial requests that aren't on the route assigned to the pick list, in this case, the South Route.

Pick List

a. Click Hide facilities not on route to hide all requests not on the selected route.

Pick List

7. Click Add Items to add the selected items to the pick list.

Pick List

8. Click Print Pick List to print the pick list.

Pick List

a. Click the Printer icon to print the pick list. Click the Download icon to download the pick list as a PDF.

Cursor

b. Click the white X to close the print preview window.

Pick List

9. Click Delivery Signature to enter the Barcode of the item picked up or delivered and sign for it.

Pick List

a. Enter the Barcode in the text box.

b. To electronically sign for the item, click Click to Sign.

Pick List

i. Use the computer mouse to sign for the item. Click Sign to save it.

ii. Click Cancel to cancel your signature and close the pop-up. Click Clear to clear the signature and start over.

c. Click Save.

Pick List

10. To mark an item as complete, select the item check box and click Save.

Pick List

The Status of the item updates from Pending to Completed once saved.

Pick List

11. As indicated in the Files section, drag files directly into the box to attach documents or click the Select button to browse for files. There is also a Scan File button next to the Select button for direct scanning. Click the Scan File button; this will prompt you to download Dynamsoft. This is a one-time download that allows you to attach files directly from your scanner. In doing so, you will bypass saving the file to your computer first.

Pick List

12. To add a comment, type the comment in the provided text box. Then, click Post.

Pickers

The Pickers tab displays approved unpicked warehouse purchase orders including the PO #, Item #, Description, Deliver To (Facility), Line Quantity of items, Unpicked Quantity, and the Picker (pull-down of available pickers established via Warehouse > Manage Routes.

1. From the Warehouse menu, click Pick List.

Pick List

2. Click the Pickers tab.

Pick List

3. Review the information including the PO #, Item #, Description, Deliver To, Line Quantity, Unpicked Quantity, and the Picker.

4. Click the PO # to open the purchase order and view the original information.

Pick List

5. Select the applicable Picker from the pull-down.

Pick List

6. From the Pickers pop-up window, enter the Barcode and the Pick Quantity in the provided text boxes.

Pick List

7. Click Save.

Additional Features

Use the Filter text box located in select pull-downs to quickly find a selection. Begin typing the name or number of the data in question in the Filter text box to pull it to the beginning of the list.

Pick List

Click the Filters button to filter data and apply filter rules.

Pick List

a. To add more than one filter to a column, click on the green plus sign.

b. To delete an added filter, click on the red minus sign.

c. Select the gray arrow for additional filtering rules.

See Filters for more information.

You can also sort data by clicking on any of the headers. Click once for ascending results; click twice for descending results.

Pick List