Picklists

A picklist is a document assigned to a warehouse picker that lists the items and their quantities to be picked from a specific warehouse or location to fulfil confirmed sales orders.

Benefits

It contains only the information essential for a warehouse picker.
It helps organise stock picking for large volumes of orders.
Grouping and assigning picklists by items or sales orders to each warehouse picker helps minimise errors during fulfilment.

Note: You can create a picklist only for inventory-tracked items.

Enable Picklists

Picklists is an optional module that you can enable if your business process requires it. However, you must have the Multi-warehouse feature enabled in your organization to access picklists.

To enable picklists:

Go to Settings in the top right corner.
Navigate to Organization Settings.
Click General under Setup and Configurations.
Enable Picklists under Select the modules you would like to enable.
Click Save.

Note: It is not mandatory to generate picklists before packaging. You can skip this step and create packages directly.

Preferred Bin

Admins can suggest a preferred bin for pickers to pick items from. This is only a preference and not mandatory. Pickers can also pick items from other bins if required. Preferred Bin can be assigned during Picklist Creation or Picklist Status Update.

Pre-requisite:

Only admins can assign a preferred bin.
The selected location must be bin-enabled.
The items must be bin-enabled.

Create Picklist

There are three ways in which you can generate picklists for the sales orders in Zoho Inventory:

Create Picklist from Picklist Module

Pre-requisite: To create a picklist, you must enable the Picklists module in Settings.

Note: Only the inventory items included in the sales order can be picked.

Navigate to Picklist under Inventory on the left sidebar.
Click + New in the top right corner.
Enter the details to create a picklist:

Fields	Description
Picklist#	Enter the Picklist number. To set up your preferred numbering method: * Click the Gear icon in the textbox. * Choose one of the following options: • Continue auto-generating picklist numbers – Enter the Prefix and Next Number. Picklist numbers will be generated automatically based on the preferred configuration. • Enter picklist numbers manually – Enable this option to enter the picklist number manually during picklist creation.
Date	Enter the date when the picklist is created or scheduled.
Group	Select how you want to group the items to be picked: • By Item – Selected items that are repeated across all the confirmed sales orders will be displayed. You can assign a warehouse picker for each item. • By Sales Order – Displays the selected sales orders along with their items. You can assign an assignee for each sales order. • No Grouping – Selected items and their sales orders are displayed. You can assign a single picker for the entire picklist.
Location Name	Select the location from where the items will be picked.
Internal Notes	Enter additional comments or instructions for the picker.

Click Add Items below.
To filter the items, click or type the required Customer Name, Items, and Sales Order. Once selected, click Search. Based on the filters, the items involved in the confirmed sales orders will be displayed.
Select the items you wish to pick and click Add Items.
Enter the quantity to pick for each item. If you’ve already picked some quantity, enter the value under the respective Quantity Picked field.
If you’ve enabled advanced inventory tracking for the item, select the corresponding serial numbers or batches.
If bins are enabled for the location and the item, you can select the Preferred Bin.
Click Generate Picklist. The picklist will be created successfully and its status will be marked as Yet to Start.

Create Picklist from Sales Order Module

Navigate to Sales Order under Sales on the left sidebar.
Click + New in the top right corner and create a sales order.
Once created, click Create in the top bar of the sales order details page.
Select Picklist in the dropdown. You will be redirected to the picklist creation page.

Select the Assignee and add Quantity to Pick. If you have already picked an item, enter the Quantity Picked.
If bins are enabled for the selected location and item, select the Preferred Bin.
Click Generate Picklist.

Insight: To assign an assignee for each sales order, select By Sales Order in the Group option.

Bulk Create Picklist from Sales Orders Module

Navigate to Sales Order under Sales on the left sidebar.
Select the sales orders you wish to create a picklist for.
Click the More icon in the top right corner.
Select Generate Picklist in the dropdown. You will be redirected to the picklist creation page.
Select the Assignee and add Quantity to Pick. If you have already picked an item, enter the Quantity Picked.
If bins are enabled for the selected location and item, select the Preferred Bin.
Click Generate Picklist.

Note: If some items in a sales order have already been picked or packed directly (without picking), the Quantity to Pick will be calculated by excluding those items.

Update Item Status in Picklist

Once the picklist is generated, you or the assignee can update the status of the items.

To update the items in the picklist:

Navigate to Inventory on the left sidebar.
Go to Warehouse Operations on the top module bar.
Click Picklists from the dropdown.
Select the picklist you wish to update the status of items.
Click Update Status in the picklist’s details page.
You can view the Item Details, Sales Order#, Quantity Ordered, Quantity Packed, Preferred Bin, and Quantity to Pick in the picklist table.
Enter the actual quantity picked in the Quantity Picked field. If all items in the picklist are picked, click Pick All Items. The Quantity Picked field will be automatically prefilled with the Quantity to Pick.
If the item is Advanced Inventory tracked, select the corresponding Serial Numbers, Batches, for the item you have picked.
Update the status of the picked item by selecting one of the following statuses:
- Yet To Start – The picking process for the item has not started yet.
- In Progress – The picking process for the item has started.
- On Hold – The picking process for the item is temporarily paused by the picker and can be resumed later.
- Completed – The item has been picked with the required quantity.
Once done, click Update.

Pro Tip: Click Scan Item in the right corner of the picklist table to scan items and add quantities quickly.

Update Picklist Status

If all the items in the picklist have been picked, then instead of updating each item, you can directly mark the picklist as Completed. This marks all the items within the list as Completed. If you want to put the picklist on hold for the time being, you can simply change its status to On Hold.

To update picklist status:

Navigate to Picklist under Inventory on the left sidebar.
Select the picklist you wish to update the status.
Click Set Status in the picklist’s details page.
Choose a status from the dropdown:
- Completed – The picklist item has been picked completely.
- On Hold – The picklist is temporarily paused.

View Associated Sales Orders and Packages from Picklists

You can view associated sales orders and packages directly from the picklist details page. To do this:

Navigate to Picklist under Inventory on the left sidebar.
Select the picklist you wish to view the associated sales orders and packages.
In the picklist’s details page, you can switch and view the Associated Sales Orders and Packages created for the picklist.
You can click the sales order or package number to redirect to its details page.

Picklist Operations

In this section, you will learn the additional operations you can perform in the Picklists module.

Edit a Picklist

You can edit a picklist after creation to correct any mistakes or update details as needed.

Navigate to Picklist under Inventory on the left sidebar.
Select the picklist you wish to edit.
Click Edit on the top section in the picklist’s details page.
Edit the required details and click Save.

Delete a Picklist

If a picklist is no longer needed, you can delete it anytime. To do so:

Navigate to Picklist under Inventory on the left sidebar.
Select the picklist you wish to delete.
Click Delete on the top section.
Confirm your action by clicking Delete in the pop-up that follows.