Picking Lists
This page describes the Picking List form in the Stock module.
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Together with the Delivery Notes form, the Picking Lists form is one of two forms that you can use to print Deliveries in batches. You will usually use the Picking Lists form to print Deliveries that you have not yet marked as OK, and the Delivery Notes form to print Deliveries that you have marked as OK. The Form Templates that you connect to these forms will usually reflect these different circumstances: the Picking List Form Template will print information to help stock staff to prepare an Orders for delivery, while the Delivery Note Form Template will print information that will be helpful for delivery drivers and for Customers.
You can print Picking Lists and Delivery Notes using the following methods:
- Open a Delivery in an inspect window and click the Printer icon in the Button Bar (Windows/macOS) or select 'Print' from the File menu (all platforms). If you want to print to screen, click the Preview icon (Windows/macOS only).
- To print a selection of Deliveries, open the 'Deliveries: Browse' window, highlight one or more records in the list and then select 'Print' from the File menu. The selected records will then be printed.
If you are using Windows or macOS, you can highlight several Deliveries in the list by shift-clicking the first to the last record. This will select all records in the interval. If you need to apply a function to a number of Invoices that aren't in a range, highlight them while holding the Ctrl (Windows) or ⌘ (macOS) keys before selecting the function. If you are using iOS or Android, you can highlight a single record in the browse window by searching for it, so you can only print a single record at a time using this method.
- Another way to print a selection of Deliveries is to use the Picking Lists form. Ensure you are in the Stock module and, if you are using Windows or macOS, click the [Forms] button in the Home Screen or use the Ctrl-D/⌘-D keyboard shortcuts. If you are using iOS or Android, tap the [Routines] button in the Home Screen and then tap [Forms]. Double-click or tap 'Picking Lists' in the resulting list. The 'Specify Picking Lists' window described immediately below will be opened.
- Finally you can also use the Delivery Notes form.
If you use methods 1, 2 or 4, a Delivery that you have not marked as OK will be printed using the Picking List Form Template. A Delivery that you have marked as OK will be printed using the Delivery Note Form Template. Method 3 will always use the Picking List Form Template, even for Deliveries that you have marked as OK.
If an Item appears in more than one row in a Delivery, you can choose whether it will be printed in Picking Lists and Delivery Notes in separate lines (as listed in the Delivery record) or in a single line, with a total quantity. To choose the second option, select the Summarised Picking List and Delivery Note option in the Structured Items setting. Items with Serial Numbers will still be listed individually.
- Period
- Paste Special
Reporting Periods setting, System module
- Specify a period in this field: Deliveries whose Transaction Dates fall in the specified period will be printed.
- Delivery No.
- Range Reporting
Numeric
- Enter a Delivery Number to print a single Delivery, or a range of Delivery Numbers separated by a colon (:). You must enter a Delivery Number or range of Delivery Numbers: if you leave this field empty, no forms will be printed.
- Sort Key
- Use these options to specify the order in which the Picking Lists will be printed.
- As well as specifying the order in which the Picking Lists will be printed, you can also choose the order in which the Items will be printed on each individual Picking List document. To do this, use the Picking Lists setting in the Stock module. If you choose the Default option in this setting, the Items will be printed in the order in which they are listed in the Delivery being printed. If you choose the Shelf Code option, the Items will be printed in Shelf Code order.
When designing the Form Template that will be used by the Picking Lists form, the fields that you can use are the same as the ones you can use in the Form Template for the Delivery Notes form. Please refer
here for a list of the header fields and
here for the row fields.
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Go back to:
Introduction to Forms in the Stock Module
