|Picking Training Videos|
The Picking module, located in the Sales group, facilitates the process of picking, or gathering items from their storage locations. Typically, after an item has been picked, it will be ready to be packed and shipped in the Shipping module. Fishbowl will also create picks when inventory needs to be gathered for a work order, a transfer order, or a credit return purchase order.
- 1 Module buttons
- 2 Picking an order
- 3 Put a pick item on hold
- 4 Split or combine a pick line item
- 5 Select part tracking
- 6 Change pick location
- 7 Group picks
- 8 Ungroup picks
- 9 Pick part of an order
- 10 Edit tracking information
- 11 Location sort order
- 12 Pick flow process
- 13 TABS
- 14 MODULE OPTIONS
To Ship opens the current pick in the Shipping module.
Print sends the default module report to the printer.
Picking an order
Within the Picking module, items are picked to fulfill order demand, whether it be a sales order, work order, transfer order, or purchase order. By default, Fishbowl will pick according to the Pick method option that is selected in the Picking module options. The default picking location and tracking information can be changed manually when an item is being picked.
The Finish column in the picking search pane displays how much of an order is pickable.
- - All items are pickable
- - At least one item is pickable
- - No items are pickable
- - The pick has been finished
Pick item status
To view Pick Details, double-click on a pick in the search pane. Listed below are the various statuses that may be assigned to a pick item. In the Fishbowl Client, hover the mouse over a status icon to verify the status of the item. Further information regarding how an item changes from one status to another can be found in the Pick flow process section.
- Short signifies that there is an insufficient quantity of the part in the selected location group.
- Hold signifies that a part is on hold and will not be modified when the module buttons at the top are used. To toggle the hold status of an item, highlight the item and then click the Hold button on the component toolbar to the right.
- Entered indicates that an item has not been started and has enough inventory available to be picked.
- Entered New is displayed when an item that was previously short is now available.
- Started means that the location has been saved and the item is in the process of being picked.
- Committed means there is inventory that has not yet been finished, but the inventory is committed to the pick, meaning that it shows as committed in the Inventory module and cannot be used to fulfill another order.
- Finished appears after the item has been completely picked.
Picking a sales order
Sales orders, purchase orders, transfer orders, and work orders can all create picks. The process for picking inventory for each of these order types is very similar. The example below demonstrates how to pick inventory for a sales order.
To pick a sales order, open the Picking module, located in the Sales module group, and double-click the sales order in the search pane. The parts waiting to be picked for the sales order will appear as line items under Pick Details.
Each line item contains the following fields. If not all of the desired fields are visible, right-click a column header to select which columns to show or hide.
- Status - The picking status
- Number - The part number
- Description - The part description
- Qty - The quantity for the pick item
- UOM - The unit of measure for the pick item
- Location - The location where the item will be picked
- Type - Build to Order items and Pick from Location BOMs can create pick items that can only be picked from certain locations
- Order - The order number for the pick item
- Dest. location - The location the pick item will be stored after picking
- Tracking - Tracking selected during picking
- Alt. Number - The customer part number or vendor part number if applicable
To begin the picking process, click the Start button on the module toolbar. Individual line items can also be started by highlighting the item and choosing the Start button located on the component toolbar to the right.
The pick locations and tracking information can be modified at this point if desired. After all of the changes have been made, click the Finish button on the module toolbar. To pick only individual items, highlight the line item and then click the Finish button on the component toolbar to the right.
An order can also be picked by importing information from a spreadsheet.
Put a pick item on hold
Pick items can be placed on hold by highlighting the line item and then clicking the Hold button that is located on the component toolbar to the right. When using the module buttons to start, commit, or finish a pick, items that are on hold will not be modified.
Split or combine a pick line item
Sometimes it may be helpful to separate one line item into multiple line items. To split an item, click the quantity field and enter a new quantity. After pressing the Enter key or clicking outside the quantity field, a new line item will be created with the remaining quantity.
To combine line items, highlight the line items by holding down the Ctrl key on the keyboard while clicking each line item. Then click the Combine button located on the component toolbar to the right. Items can only be combined when they have a status of Started or Entered.
Select part tracking
When picking an item with tracking, the user will be prompted to select the tracking information for the part that is being picked.
Once the inventory has been committed, the tracking can be edited by highlighting the line item and then clicking the Edit Tracking button which is located in the Tracking section below the picking line items.
Change pick location
The location group for the pick will default to the user's default location group, which can be changed on the Location Groups tab of the User module. The location group can also be changed on the pick by selecting a different location group in the Location Group field.
To manually change the pick Location per item, highlight each line item and choose the Pick Location drop down menu. This menu will display all of the locations where inventory for this item is available. Once Locations have been changed, click the Save icon located on the module toolbar.
Orders may be grouped together for picking in two different ways. To group all of the orders, choose the Group button located on the module toolbar. The Group Picks window controls which orders will be grouped. Orders may be grouped according to their fulfillment date, and the number of items on the order. The last option controls how many orders will be grouped together. After selecting the appropriate options, click OK to group the picks.
To group together specific orders, highlight the order numbers in the search panel of the Picking module. To select multiple orders, hold down the Ctrl key on the keyboard while clicking the desired orders with the mouse. Once the orders have been selected, right-click any pick and then select Group from the drop-down menu. The picks will be grouped together and will be shown in the search panel with a G in front of the new pick number.
Each order in a grouped pick will automatically be assigned a slot on the cart so that the items from different orders don't get mixed up.
A pick can be ungrouped by right-clicking the order in the search panel and selecting Ungroup. A pick can also be ungrouped by highlighting the desired pick in the search panel and then clicking the Ungroup button in the module toolbar. Selecting Ungroup from the module toolbar will display the Ungroup Picks window. This screen allows the pick to be separated by order, fulfillment date, location group, location type, pick item status, or order item. After selecting the appropriate options, click OK to ungroup the pick.
Pick part of an order
Depending on the situation, there may be a variety of ways to pick only a portion of an order. The first way, for example, would be if some items on the order were not in inventory. In this case, the user would start and finish the pick to only fulfill items in stock. The order status will be set to Partial, and the user will be able to fulfill the remainder of the items once inventory has been received.
If all of the items are in stock, the user has the option to split items and/or put items on hold while picking the other items. To hold items, highlight the line item and choose the Hold button located on the component toolbar. The order will be partially finished when the pick is started and finished. The rest of the order may be finished at any time.
Edit tracking information
Once an item has been Committed, the tracking can be edited by clicking the Edit Tracking button which is located in the Tracking section below the picking line items. This will then allow the user to choose different tracking information. The user may also void the item and then enter the correct tracking information when re-picking the item. Once an item has been finished, it must be voided to modify the tracking information.
Location sort order
In order to make the pick process more intuitive, Fishbowl provides the ability to sort locations in Fishbowl just like they are set up in the warehouse. This allows the items to be picked in the same order they are found in the warehouse. For more information, see Location sort order.
Pick flow process
The table below displays details of how each pick item status flows through the picking process.
NOTE: The Finish and Commit module buttons will usually modify all possible pick items. However, if some of the pick items have already been started or committed, then those items will be modified first. Once those items are finished, the module buttons can be clicked again to modify all of the remaining items that have not yet been started.
The General tab contains nearly all of the information about the pick.
- Priority - The Priority field allows each pick to be assigned a level of priority, which defaults to the priority assigned to the order. There are five levels of priority ranging from 1-Highest to 5-Lowest. The list of picks in the search results can be sorted according to priority by clicking the Priority column header in the search pane.
- Scheduled - The Scheduled field is used to set the scheduled date of the pick. A date can be entered by typing in the field or by clicking the Calendar button. Clicking on the arrows by the month name will move the calendar back and forth between months or years. Clicking the text for the month or year will display a drop-down selection box.
- Location Group - The location group of the order that created the pick. This can also be modified by clicking the field and selecting a different location group. Unless the option is selected in the Picking module options, only locations that belong to the selected location group will be available in the Location field below the pick items.
- Status - The status of the pick is automatically updated to Entered, Started, Committed, or Finished.
- Type - Picks generated from transfer orders can have a type of Move or Putaway. All other picks will have a type of Pick.
- Order - The Order section provides a link to the order that created the pick and a link to the customer or vendor on the order.
- Items - Below the Order section, all of the items on the pick are listed as well as their current status. To hide or show columns, right-click any column header. Columns can also be rearranged by dragging them to a new position. To modify a line item, click on it and then change the values below.
- Pick Location - Displays the location the item will be picked from. Unless the option is selected in the Picking module options, only locations that belong to the pick's location group will be available in the Location field. When the pick is started, the location will be set to the part's default location if inventory is available.
- Tag - A tag is a collection of matching inventory. The same part may be stored in multiple tags because it was created on different dates, or because the tracking values are unique. Fishbowl will automatically select the tag according to the Pick From Tag module option (oldest, newest, or smallest quantity). Other tags can be selected in the Tag field or by clicking the Search button to the right.
- Destination - Displays where the picked item will be moved after being picked. For example, when a sales order is issued, the destination of the pick will be set to the default Shipping location in the order's location group. The Destination and the Location Group can also be manually changed on the pick.
- Slot - Slots are primarily used when grouping picks. Each order in a grouped pick will automatically be assigned a slot so that the person picking the items can keep the items organized by order on the picking cart.
- Tracking - If an item has tracking information, it can be viewed in the Tracking area. The tracking can be changed by clicking the Edit Tracking button located to the right of the Tracking field.
- Notes - The Notes section displays any notes that were added to the selected line item when the order was created.
The Details tab displays some additional information about the pick.
- Username - The name of the user assigned to the order. This field defaults to the user that issued the order. There is also a module option to change the username to the user that finishes the pick.
- Total Time - The total time it took to complete the pick. This calculates from the time the Start button is clicked until the Finish button is clicked.
- Date Created - The actual date and time the pick was created.
The Memo tab can be used to add information to each pick. The upper pane displays the memos, the date they were created, and the user that created them. Highlighting a memo will display the details of the memo in the lower pane.
- Click the New button to create a new memo.
- To edit a memo, highlight the memo in the upper pane and then click the Edit button.
- To delete a memo, highlight the memo in the upper pane and then click the Delete button.
- Click the Print Memos button to print the memos for a pick.
Some aspects of the Picking module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.
- Pick creation
- This option controls how picks are created. If By Order is selected, one pick will be created for every item on the order. If By Item is selected, a separate pick will be created for every line item on the order. If By Item Fulfillment Date is selected, all order items with the same fulfillment date will placed be on the same pick.
- Pick method
- This option controls which inventory is picked by default. The pick order is determined by several factors.
- If the part has a default location, the options below will apply first to the inventory in that location, for example, the oldest inventory in that location. If there is no default location, these rules will look at all available inventory, for example, the oldest inventory in all locations.
- If a part has an expiration date, the inventory with the oldest expiration date will be picked first.
- If FIFO (First In, First Out) is selected, the oldest inventory will be selected by default. If LIFO (Last In, First Out) is selected, the newest inventory will be selected by default. If Pick to Clean is selected, the tag or group of inventory with the smallest quantity will be selected by default.
- Default orders per pick
- This option sets the default number of orders to be grouped when clicking the Group button. Picks can also be grouped by highlighting several picks, right-clicking a highlighted pick, and then selecting Group.
- Allow picking from all location groups the user has access to
- With this option on, the Pick Location field will show all locations that a user has access to. If this option is off, only locations that belong to the location group selected for the pick will be visible in the Pick Location field.
- Warn users if picking an expired part
- With this option checked, a dialog box will be displayed warning users if they are picking a part that is expired.
- Update priority when SO priority changes
- With this option checked, the priority of the pick will be updated when the priority of the sales order is changed.
- Assign user to pick on finish
- With this option checked, the username on the pick will be changed to the user that finishes the pick.
- Automatically commit issued sales orders
- This option will automatically commit inventory as soon as a sales order is issued.
- Automatically commit issued work orders
- This option automatically commits inventory as soon as a work order is issued.
- Automatically commit issued transfer orders
- This option automatically commits inventory as soon as a transfer order is issued.
- Automatically finish picks that are automatically committed
- This option will automatically finish any pick that was automatically committed.
- Print pick ticket
- This option sets the default print behavior for the Pick Ticket report. Options include Always, Prompt, or Never.