With Pickware, you can add two types of instructions for your warehouse staff to both orders and individual products: a picking instruction and a packing instruction.
The picking instruction appears on the picklist and, if you use Pickware WMS, in the picking flow of the WMS App. The packing instruction appears instead in the packing/shipping flow of the WMS App. This way, you record for each order what your team should pay attention to when packing, for example "no parcel insert" or another note for packing.
Below, we show you where you can add the instructions for orders.
Adding a picking instruction in Shopify
You can add a picking instruction for each order directly in your Shopify Admin. To do so, open an order and find the Metafields section, where you will see the field Picking instruction (Pickware). The comment you enter here is also transferred to Pickware and taken into account there when the picklist is created.
You can also have the field filled automatically, e.g. via Shopify Flow.
To do this, you may first need to extend the permissions of Pickware. In your Pickware Admin, go to Sales Channels, click on your Shopify shop, and then click Extend permissions in the Permissions tab. You will then be taken automatically to the correct place in your Shopify Admin, where you need to confirm the extension of the permissions once more.
Adding instructions in the Pickware Admin
If you have already added a picking instruction in your Shopify Admin, the relevant field is already pre-filled when you create the picklist in the Pickware Admin.
For example, you can add a picking instruction directly when creating the picklist. To do so, open the Documents tab, click Create new document, and select the document type Picklist. You can enter the comment in the Picking instruction field.
Alternatively, navigate to the Detail tab in the order. In the Custom fields section, you will find the Instructions tab with the fields Picking instruction and Packing instruction. Enter the desired instruction in each field and save the order.
If you have already created a picklist, you need to create a new one for the picking instruction to be visible there. Please also note that the order language of the documents must match the language of the product for the picking instruction to be displayed.
Picking instruction on the picklist
Picking instruction in the picking flow of the WMS App
You can view the picking instruction for a product by tapping the yellow icon next to the product's stock.
In the packing/shipping flow of the WMS App, the packing instruction is displayed here instead.
Where do I see the picking instruction for the order in the WMS App?
Where the picking instruction for an order appears in the WMS App depends on the picking type:
Single picking: You can find the picking instruction for the order in the order information.
Batch picking: Use the menu at the top right to open the Information for the order. The instruction is listed there under the entry Picking instructions. It is only displayed once an order has been assigned to the picking box.
Cluster picking: Tap the three-dot menu at the top right and then Info, select the order, and tap Info again there.
Tip: If a specific item in an order should not be shipped, you can add this as a picking instruction on the order. This works as long as the item does not yet have any shipped amounts.