## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/es-mx/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# 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**.

![Enable Picklists](/inventory/help/images/picklist/enable-picklists.png)

**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](/es-mx/inventory/help/picklist/#create) or [Picklist Status Update](/es-mx/inventory/help/picklist/#picklist-status).

**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](/es-mx/inventory/help/picklist/#from-picklist-module)
*   [Create Picklist from Sales Order Module](/es-mx/inventory/help/picklist/#from-sales-order-module)
*   [Bulk Create Picklist from Sales Orders Module](/es-mx/inventory/help/picklist/#bulk-create)

### Create Picklist from Picklist Module

**Pre-requisite:** To create a picklist, you must [enable the Picklists module](/es-mx/inventory/help/picklist/#enable-picklists) 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.

![Create Picklist](/inventory/help/images/picklist/create-picklist-from-module.png)

*   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](https://www.zoho.com/es-mx/inventory/help/advanced-inventory-tracking/serial-number-tracking.html) or [batches](https://www.zoho.com/es-mx/inventory/help/advanced-inventory-tracking/batch-tracking.html).
*   If bins are enabled for the location and the item, you can select the [Preferred Bin](/es-mx/inventory/help/picklist/#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.

![Create Picklist From Sales Order](/inventory/help/images/picklist/create-picklist-from-sales-order.png)

*   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](/es-mx/inventory/help/picklist/#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](/es-mx/inventory/help/picklist/#preferred-bin).
*   Click **Generate Picklist**.

![Create Picklist in Bulk](/inventory/help/images/picklist/bulk-create-picklist.png)

**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_](https://www.zoho.com/es-mx/inventory/help/advanced-inventory-tracking/serial-number-tracking.html), [_Batches_](https://www.zoho.com/es-mx/inventory/help/advanced-inventory-tracking/batch-tracking.html), 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**.

![Item Status](/inventory/help/images/picklist/item-status.png)

**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.