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How do I set up pick profiles?

With pick profiles, you can filter your orders in the WMS App so that, for example, orders with a specific payment method can be processed in a targeted way. Please note that this requires the Advanced or Professional package or Pickware WMS.

Configuring pick profiles

In the Pickware Admin under Kommissionierung (Picking) → Pickprofile (Pick Profiles), you can see all existing pick profiles and create new ones. The Kommissionierbar (Pickable) column shows, for each pick profile, how many open orders can be picked based on the current stock in the default warehouse.

In the Allgemein (General) section, you can specify whether partial deliveries should be allowed for the pick profile.

Pickprofil Teillieferungen.png

For each pick profile, you can use the filter settings to define which orders should be displayed. For each pick profile, you can use the Filter konfigurieren (Configure Filter) section to define which orders are displayed. Using the Erweiterte Ansicht (Advanced View), you can combine your IF conditions with AND/OR conditions to cover even complex requirements.

Pickprofil Filter.png

If, for example, you want to create a pick profile that lets you pick open orders purchased via invoice or Pay Later, you need to configure your pick profile as follows:

Filter Beispiel.png

Prioritizing orders: pick urgent orders first

If you want to process certain orders with priority – for example, urgent orders, express shipping, or orders that have been open for a while – there are two ways to do this. Using the pick profile, you can mark individual shipping and payment methods as prioritized (see below). There is no fixed sorting of the order list by shipping or order date alone; to find older orders that have been open too long, use the Überfällig (Overdue) and Prio/Express cards in the order overview, which are described in the article How do I pick orders via the Pickware Admin?.

Setting prioritized shipping and payment methods

For each pick profile, you can select shipping and/or payment methods that should be displayed with priority in the WMS App. The relevant orders are then marked with a corresponding symbol: a banknote for prioritized payment methods, a delivery truck for prioritized shipping methods.

Pickprofil_Versandart_Prio.png

Pickprofil_Zahlungsart_Prio.png

The desired shipping or payment methods can be selected at the very bottom of the pick profile settings.

Pickprofil_Prio_konfigurieren.png

Using tags for pick profiles

You can assign individual tags to orders or customers and select them in the pick profile configuration in the fields UND Tags an der Bestellung enthalten mindestens einen von (AND order tags contain at least one of) and UND Tags am Kunden enthalten mindestens einen von (AND customer tags contain at least one of).

To assign tags for orders, open the order details and click Tags hinzufügen (Add Tags) in the Allgemein (General) tab in the Info section.

Tags_Bestellung.png

Tags for customers can be added by opening the customer and then clicking Bearbeiten (Edit) at the top right. In the Konto (Account) section, you'll find the Tags field at the very bottom.

Tags_Kunden.png

Automating tag assignment

It's also possible to automate the assignment of tags. To do this, you can use the Flow Builder to have specific tags added via an Aktion (DANN) (Action (THEN)).

Selecting a pick profile

In the WMS App, in Kommissionieren (Picking) mode, you can select the desired pick profile using the button at the top left next to the search bar. The blue number next to the pick profile's name indicates how many orders match the selected filter settings.

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