This article shows you how to pick orders with the WMS App. For everything about processing orders via the Pickware Admin, see this article.
If you use the Pickware Admin for manual B2B orders, you can generally pick these orders via the WMS App like a regular order. You can find all additional steps required here.
Our Cluster picking and our Batch picking give you options for picking multiple orders with the WMS App.
Filter orders
In the WMS App, you can filter your orders using picking profiles. You can select the picking profile via the button to the left of the search bar in the order overview. You can find more information on setting up your picking profiles here.
If you have defined prioritized payment and/or shipping methods in your selected picking profile, matching orders are shown at the top of the list with a corresponding icon: a banknote for prioritized payment methods, a delivery vehicle for prioritized shipping methods.
Select the order
With the Pick next order button, you start the picking process for the first order in the list. You can also start with any order if your user account has the Pick any order permission. You can find more on configuring user roles here.
Once you have selected an order, you see all order line items sorted by bin location position (if available) and by bin location. Via the menu at the top right, you can view the order information and find the options for a partial delivery, to postpone, or to cancel the picking process.
If your user account has the appropriate permission, the order information also shows the customer's phone number and email address, so you can contact them directly if you have questions.
If there is a picking instruction for the order, it appears at the very top in a blue box. The customer's order comment also appears here, if there is one. Picking instructions for products are shown directly at the products, if available.
Now tap Start picking.
Scan products
Once picking has started, the view changes slightly. You now see the associated bin location for each product. In the lower area, you see which product is currently selected. When you scan the product, it is counted below under Quantity. When the required quantity is reached, the checkmark next to it turns green.
Alternatively, you can scan the product once and then confirm the quantity on the display. If you do not take the product from the suggested bin location, first scan the actual bin location or select it by tapping the Bin location field.
Scanning tips: If it is the correct product, a confirmation sound plays and the screen of your iPod or iPad briefly lights up green. If it is the wrong product, you hear a different sound and the screen briefly lights up red. You can also pick an order manually without a barcode scanner by tapping the individual product line items. However, no visual or audible feedback is given in this case, so make sure you pick the correct product.
Mandatory scanning: Confirming by tapping can be specifically prevented. Via the permissions of the user role, you can specify that products and/or bin locations must be scanned and can no longer be tapped — optionally also in full quantity instead of just once. Individual products without a barcode can be exempted from this. You can find out how to set this up in How do I manage users and user roles for Pickware WMS?
If you have configured that additional information, such as serial numbers or similar, is required, a corresponding prompt also appears when you scan the line item. You can find more information on this setting option here.
Once an order line item has been completed, you find it below in the Picked products area.
Confirm products
You confirm a product by scanning it or by using the confirm button. If the quantity is greater than 1 and you only tap Confirm briefly, a confirmation prompt opens. It prevents products from being confirmed accidentally while scrolling and cannot be turned off.
You can confirm without the confirmation prompt in two ways:
Press and hold: Hold the button for about one second until the bar has filled completely. If you let go before that, the confirmation is deliberately canceled.
Scan: Scan the product.
If you tap a product manually, this counts like a scan: the product is preset with 1 unit, and no additional scan is needed. You complete a preselected product via the Confirm X button, where X stands for the displayed quantity.
Correct your selection
There is no undo button. As long as you have not yet confirmed a product, you reset the intermediate state by tapping a different product. Line items that have already been confirmed cannot be reversed.
Automatic preselection of the next product
With the Automatic preselection of the next pickable product option under Settings → Extensions → Pickware WMS, you determine whether the WMS App guides you through the order in a fixed sequence. If the option is active, the next product is outlined in blue and opened automatically. If you scan a different product outside this sequence, the app shows red feedback for a wrong item.
If you want to pick in any order, deactivate the option.
Complete picking
After you have scanned all line items, the invoice and/or delivery note are created and printed depending on the configuration. Next, you can create your shipping label and ship the order.
If needed, you can also postpone orders or carry out only partial deliveries.
View and manage picking processes in the Pickware Admin
Under Picking → Picking Processes, you see all picking processes that are in progress, postponed, or completed. The views correspond to the Postponed, In progress, and Picked tabs in the WMS App. Using these views, you can postpone, cancel, or ship ongoing picking processes via the Pickware Admin if needed. You can find more information on this in this article.
What happens if I cancel a picking process?
If you cancel your picking during the process, you can put the products you have already taken back into stock. You can find more on this here.
