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Prerequisites
  • Sales Orders are submitted and pending fulfillment under Selling > Sales Order
  • Warehouses are defined under Stock > Warehouse
  • Items exist under Stock > Item, with bin locations configured if using bin management
  • Stock levels are up to date (submitted Purchase Receipts, Stock Entries, etc.)

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1.0 Open the Pick List Form

  1. Navigate to Stock > Pick List > Pick List List.
  2. Click New to open a blank Pick List.

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1.1 Select Sales Orders to Pick

  1. In the Pick List form, click Get Orders to Pick.
  2. In the pop-up, filter by:
    • Status = “To Deliver” or “To Pick”
    • Warehouse (choose the warehouse where items are stored)
    • Delivery Date (optional)
  3. Select one or more Sales Orders that you want to combine into this pick list.
  4. Click Add—the selected orders appear in the Orders table.

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1.2 Review and Consolidate Pick Items

  1. Scroll to the Items to Pick section, which automatically populates line items from the selected orders.
  2. For each row, verify:
    • Item Code and Description
    • Qty to Pick (sum of all linked order quantities)
    • UOM (unit of measure)
    • Bin Location (if bin management is enabled)
  3. If needed, adjust Qty to Pick manually (e.g., partial picking).
  4. Click Save to lock in the pick list—no further orders can be added without creating a new pick list.
If your warehouse uses bins, ensure each item row shows the correct Default Bin Location. Otherwise, warehouse staff can choose the bin at picking time.

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1.3 Print or Export the Picking List

  1. With the pick list open, click Print to generate a formatted PDF showing all items, quantities, and locations.
  2. Alternatively, click Download > CSV to send a digital copy to mobile scanners or third-party logistics systems.

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1.4 Record Picking via Stock Entry or Delivery Note

After warehouse staff pick and stage items: A. Using Delivery Note
  1. From the Pick List form, click Create > Delivery Note.
  2. The Delivery Note opens with items and quantities pre-filled.
  3. Verify quantities and bin locations.
  4. Click Save, then Submit—this deducts stock and generates an outbound shipment.
B. Using Stock Entry (Material Issue)
  1. Click Create > Stock Entry from the Pick List.
  2. Set Purpose = Material Issue.
  3. In the Items table, confirm:
    • Item Code
    • Qty to Issue (matches Qty to Pick)
    • Source Warehouse and Source Bin (if bin-managed)
  4. Click Save, then Submit—this moves stock out of inventory without creating an invoice.
Using Delivery Note is recommended if you invoice immediately; use Stock Entry for internal transfers or special workflows.