Walkthrough: Create Picks Order by Order

Article • 2/4/2025 • 5 min read

In our company we use a straightforward way in processing Sales order to be shipped. We use a third party to do our transport. This party places trailers to our docks. The flow we use, is:

The Sales employee, enters the sales order, and when it is ready to be picked, he creates a Warehouse Shipment per Sales Order
The Warehouse Planner checks the Warehouse Shipments and creates warehouse picks per Warehouse Shipment
The Warehouse Picks are picked and put in front of the trailer on the loading floor.
The Pallets are put in the trailer, when the Shipping Company notifies us, a truck is on his way.

Setup

Create a new picking template

Select the Search icon , enter Warehouse Template Groups, and then choose the related link.
On the Warehouse Template Groups page, choose the New action.
Fill in the line with the following information:

Code	Pick Template Code
FULLMIXDES	40Full and Mix Pallets per Destination

Close the page.
Select the Search icon , enter Warehouse Templates, and then choose the related link.
On the Warehouse Templates page, choose the New action.
Fill in the line with the following information:

Warehouse Template Group	Warehouse Template Code	Sequence	Description	Active	Pick Rounding	Pick Unit of Measure	Create Pick by	Picking Type
FULLMIXDES	FMD_FULL	0	Full Pallets	Yes	Pick Unit of Measure from the Pick Template	PAL	Destination	Full

Explanation

Sequence: 0 This will be the first line processed in the Warehouse Template Group
Picking Type: Full Indicating this pick will only contain Full Pallet Quantities, based on the value in field Pick Unit of Measure.
Pick Unit of Measure: PAL
- Should be equal to the value of the Default Pallet UOM field in the Adv. Warehouse Setup when Picking Type is Full.
- When Calculation the quantities to be processed in the full pallet pick, they are based on this Unit of Measure
Create Pick by: Destination When we have multiple destination on one warehouse shipments, the pick will be created by destination, the full quantities will be calculated per destination. The destination is determined by the chosen option in the Destination field in the Adv. Warehouse Setup.

On the Warehouse Templates page, choose the New action.
Fill in the line with the following information:

Pick Template Group	Pick Template Code	Sequence	Description	Active	Create Pick by	Picking Type	Move to Template Code
FULLMIXDES	FMD_MIX	1	Mix Pallets	Yes	Destination	Mix	FMD_FULL

Explanation

Move to Template Code: If there are multiple warehouse shipment lines with the same item, and with a total of at least 1 PAL, specified in the Pick Unit of Measure field of the Move to Template Code line, we will add those lines to the full pallet pick for this destination in a multiple of the PAL.

Fill in the line with the Picking Type field set to Single Pick. This option ensures a more efficient picking process by allowing you to:
- Pick the entire required quantity in one step without manual adjustments.
- Over-pick beyond the default pallet quantity without requiring a new license plate.
- Consume the actual weight of each license plate in production without additional tracking steps.
This functionality works only when the Allow To Register Less Than Full Qty. checkbox is selected for the relevant warehouse template.

Sales Order to Picks

Select the Search icon , enter Sales Orders, and then choose the related link.
On the Sales Orders page, choose the New action.
In the Customer Name field, enter the No. 95610 (Fairway Sound Café LPN).
Fill in the line with the following information:

Item	Quantity
1012	100
1212	100
1082	2
1012	30

Select the Release action.
Select the Create Warehouse Shipment action. The Warehouse Shipment page opens.
Select the Create Pick action.
On the Whse.-Shipment - Create Pick page, in the Picking Template Group field, select FULLMIXDES.
Select OK.
New picks are created.
On the action bar, select Related > Shipment > Pick Lines.
The Warehouse Activity Lines list page opens.
Select the first line.
On the action bar, select Show Document.
The Warehouse Pick page opens.
Check the Pick.

Explanation

Header: Check the Pick template and Destination fields.
Lines: In the sales order and the warehouse shipment order, we had 1 line for 100 CRATES and 1 Line for 30 CRATES of item 1012 When creating picks from multiple lines, the standard function would calculate 2x40 for the full pick and 1x20 + 1x30 in the mix pick. Because of using the Move to Template Code, the calculation can now add 1x20 + 1x20 to the Full pick, because it is 1 full pallet for the same Destination.

Select the Delete action.
Select the first line.
On the action bar, select Show Document.
The Warehouse Pick page opens.
Check the Pick.
Select the Delete action.
Close the page.
The Warehouse Shipment page appears.

Preparing the full pick for manual processing

Select the Search icon , enter Warehouse Templates, and then choose the related link.
On the Warehouse Templates page, filter the Pick Template Code field to FMD_FULL.
Select the Edit List action.
Select the Split lines per Pick Unit of Measure check box.
Close the page.
The Warehouse Shipment page appears.

Create pick on Warehouse Shipment

Select the Create Pick action.
On the Whse.-Shipment - Create Pick page, in the Picking Template Group field, select FULLMIXDES.
Select OK.
New picks are created.
On the action bar, select Related > Shipment > Pick Lines.
The Warehouse Activity Lines list page opens.
Select the first line.
On the action bar, select Show Document.
The Warehouse Pick page opens.
Check the Pick.

Explanation

Lines: Due to enabling Split lines per Pick Unit of Measure on the Warehouse Template, the lines will not have a quantity larger than the Default Pallet UOM. What means when processing the pick, you do not need to split the lines before entering all Item Tracking.

Select the Delete action.
Select the first line.
On the action bar, select Show Document. The Warehouse Pick page opens.
Select the Delete action.
Close the page.
The Warehouse Shipment page appears.