Merchants and fulfilment partners who pick many orders a day and do not want someone to create pick lists by hand.

Team leads who want fixed picking waves, for example at 09:00, 12:00 and 15:00 on weekdays, or waves that end in time for the carrier pickup.

Fulfilment partners who pick for several merchants and want to share the picking capacity fairly between them.

The pack station and pick lists (see "Pack Station and Pick Lists").

Stock tracking set to Simple stock or Full WMS in Settings > Warehouse > Stock. Automatic pick lists need to know which orders are in stock.

A QrX plan that includes automatic pick lists. Settings > Billing > Plans shows what your plan includes. When it is not available, the warehouse settings say "Automatic pick lists are not available". Contact QrX support if you want to use them.

Settings > Warehouse > Warehouses, open a warehouse, tab Pick lists: choose how pick lists are created (Manual or Automatic), pause them, and set the card Planning, brake and quotas. The icons on this tab open the rules, the run history, the carrier pickups and the console.

The same warehouse, tab Channels: the column Automatic pick lists switches automatic pick lists on or off per sales channel.

Settings > Warehouse > Batch presets, or Warehouse > Pick lists and then Presets: the rules. Each rule has an Automation section.

Settings > Warehouse > Pick carts and Settings > Warehouse > Carrier pickups: your pick carts and the pickup times of your carriers.

Warehouse > Pick lists: the button Give me work, and the icon Automatic pick lists in the header for the run history and the audit trail. From there the gauge icon opens the Automatic pick list console and the console opens the Replay.

Warehouse > Dashboard: the cards Carrier pickups and Automatic pick lists, last 7 days.

In Transactions, open an order, or at the pack station in the Queue, the icon Why not on an automatic pick list?: why an order is or is not picked up.

Trigger:

Priority (0 to 1000, default 100): when rules match the same order, the lowest number goes first. With the same number, the oldest rule goes first.

Only these channels and Never these channels (up to 50 channels each): limit the rule to some sales channels. Empty means every channel. These filters also apply when you run the preset by hand.

Cart: the pick cart of this rule (see Step 4). An automatic pick list never takes more orders, volume or weight than the cart holds. No cart means the max orders of this rule.

When a pick location runs short: Take from bulk (the default: the picker takes the missing units from the bulk location as an extra stop) or Wait for the refill (the order waits until the pick location is refilled).

Name and Warehouse (empty means the cart can be used in every warehouse).

Tote slots: the number of orders one pick list with this cart may take. One tote slot holds one order.

Max volume (litres) and Max weight (kg): empty means no limit. Items without a size or weight count only as units, so their orders still fit by tote slot, but the cart may be fuller than planned.

The Warehouse, the Carrier and, if you want, one Shipping method. Empty means every method of this carrier; a schedule for one method wins over the carrier schedule. A warehouse has one schedule per carrier and shipping method.

The Days and the Pickup times (1 to 12), in the local time of the warehouse.

Buffer before pickup (minutes): orders must be packed this long before the pickup (0 to 480, default 30).

Days without pickup: click Add day for holidays and other days the carrier does not come.

Active: off means this schedule is ignored.

Time estimates (seconds): Pick, per stop (1 to 3600), Pick, per unit (0 to 3600) and Pack, per order (1 to 7200). They are used for the planned pick time and to start the last wave in time before a pickup.

Grouping weights: Walking distance, Stops, Order lines and Carrier pickup (0 to 1000). A higher weight makes that factor count more when orders are put together on one list.

Pack-load brake: Hold at this many orders waiting to pack and Or at this many minutes of pack work. While the brake holds, no new automatic pick list is made. Give me work still hands out lists that exist, and the last wave before a carrier pickup is never held back.

Merchant quotas (only when you fulfil orders for other merchants): click Add quota, choose the merchant and set its Priority (0 to 1000, lower goes first) and Max share (%). A max share keeps one merchant from filling a whole run. Merchants without a quota share the rest. A merchant can have one quota per warehouse.

Own orders: only the orders of your own account.

Chosen merchants: one or more merchants that you pick from the list. Your own orders can be one of them.

All merchants: your own orders and every merchant you fulfil for, including merchants that are added later.

Automatic rules take urgent orders first, then the orders with the earliest ship by moment, then the oldest ready orders. Orders without a ship by moment come after every order that has one.

Orders that share products and lie close together on the walk are put on the same pick list, as far as the cart allows. Each automatic pick list gets its planned stops, walking distance and pick time.

The last wave before a pickup releases only the orders of that pickup.

They never print a picking document. Pickers work from the pick list on screen or in the QrX app. You can still print or open the pick list PDF from the pick list.

They never combine orders and never split orders. Orders of a channel that combines orders to the same customer wait for the merge time of that channel and are then picked on their own. The run details and the Why not panel say "Automatic pick lists never combine orders. This order is picked on its own."

A pick list created by a rule shows Automatic (rule name) as creator in Warehouse > Pick lists.

Only one run at a time works on a warehouse. If you start a preset by hand while an automatic run is busy in the same warehouse, you see "A run for this warehouse is already busy. Try again in a moment."

Stock is reserved in bins and lots exactly as for a manual pick list. Orders without enough stock wait and are picked up by a later run.

They get the oldest pick list that nobody has started and that is not assigned to anyone, in Manual and in Automatic warehouses. It opens right away.

When no pick list is waiting and the warehouse is set to Automatic, QrX makes a new one with the automatic rules.

When the pack-load brake holds, no new pick list is made: "Packing has enough work right now, so no new pick list is made." When there is nothing to pick: "There is no pick work right now. Try again in a moment."

Give me work only needs the permission to use the pack station and only assigns lists to yourself. Assigning others still needs the Assign pick lists permission.

The numbers: Ready to pick, Lists not started, Being picked, Picked, not packed (with the minutes of pack work) and Next ship by.

When the pack-load brake holds, an orange notice says "Packing has enough work right now. New automatic pick lists wait until the pack station catches up."

Forming per rule: each rule with a trigger, its orders waiting, next run and status. Release now (the send icon) makes the rule create its pick lists now for at most the number of orders you enter (1 to 500). Pause and Resume work as in the rules list.

Orders that wait, by reason: how many ready orders wait and why.

Carrier pickups: the next pickups of the warehouse with the orders ready to pick and the orders on pick lists for each. A pickup with orders that are still only ready is shown in orange.

Automatic pick lists, last 7 days: pick lists, orders, planned and actual pick time, the share of orders picked before their ship by moment, and the lists and orders per rule.

Pause this rule: the rule keeps its settings but creates no pick lists until you resume it.

Resume the rule: the rule runs again. The person who resumes it becomes the user the rule runs for.

Run the automatic rule now: starts the rule once, whatever its trigger timing, with the same rules as an automatic run.

Runs: every run with its rule, trigger (Instant, Auto batch, Scheduled, Continuous, Run now, Give me work, Released from the console or Wave before pickup), start and finish time, orders picked up, pick lists created, orders skipped and the result: Pick lists created, Partly created, Nothing to pick, Skipped, another run was busy, Skipped, paused, Held back, packing is busy or Failed. Open a run to see the pick lists it created and the skipped orders with their reason. Scheduled runs and Run now are always listed; other runs that found nothing are not.

Audit trail: every change to an automatic setting, with who made it and the setting before and after. Changes made by QrX itself show System.

This warehouse creates pick lists by hand. Switch it to Automatic in the warehouse settings.

Automatic pick lists are paused for this warehouse or rule.

The sales channel of this order is switched off for automatic pick lists.

Not all items of this order are in stock yet, or the items are in more than one warehouse.

A product of this order is not linked to a stock item, or an order line has a quantity that cannot be picked.

This order is on hold, snoozed, or held because the account reached a limit of its plan.

This order has no shipping method yet.

This order waits for the merge time of its sales channel, so later orders of the same buyer can still join.

This order is already on a pick list, or already packed.

The fulfilment partner of this sales channel picks this order.

No active rule with a trigger matches this order. Check the warehouse, channels and filters of your rules.

This order waits for the wave before its carrier pickup.

This order does not fit on the cart of the rule (totes, volume or weight).

The pick location of an item needs to be refilled from bulk first (only for rules set to Wait for the refill).

The pack station has enough work right now (the pack-load brake).

The merchant of this order reached its share of this run; the order goes on a next run (a merchant quota).

Use the pack station: see the automatic settings, the rules, the carts, the pickup schedules, the console, the run history and the Why not panel, and use Give me work.

Manage automatic pick lists: switch a warehouse between Manual and Automatic, pause it, switch channels on or off, set the trigger, priority, channels, cart and refill choice of rules, pause or resume rules, manage carts, pickup schedules and the card Planning, brake and quotas, and start replays.

Run automatic pick lists: use Run the automatic rule now and Release now, and pause or resume rules.

I cannot choose Automatic: stock tracking is off, or automatic pick lists are not part of your plan. Turn on Simple stock or Full WMS, or contact QrX support.

A rule never runs: check that the warehouse is set to Automatic and not paused, that the rule has a trigger and a warehouse and is not paused, and that its channels and filters match your orders. Use Preview on the rule, or open an order and use Why not.

No new pick lists although orders are ready: look at the console. When it shows the brake notice, help at the pack station or raise the pack-load brake on the card Planning, brake and quotas.

Orders of the next pickup were not picked in time: check that the carrier has an active pickup schedule with the right times and buffer, and that the time estimates of the warehouse fit your team.

"This warehouse already has a pickup schedule for this carrier and shipping method.": open the existing schedule with the pencil icon and edit it.

"No pick list is ready and this warehouse does not make pick lists automatically." (Give me work): the warehouse makes pick lists by hand. Switch it to Automatic in Settings, Stock, Warehouses, on the Automatic pick lists card of that warehouse, or create a pick list by hand from Transactions or from a preset.

Pick lists did not print: automatic runs never print a picking document. Print it from the pick list when you need paper.

Two orders of the same customer were not combined: automatic pick lists never combine orders. Combine them by hand at the pack station if they must travel in one parcel.

Some pick lists have no tote: there were not enough free totes; the run details say so.

A rule shows Paused although nobody paused it: QrX paused it; the reason is shown on the rule and in the audit trail.

A rule makes pick lists for some merchants but not for others: check the field Merchant of the rule. With Chosen merchants only the merchants in the list are served, and a merchant whose fulfilment access ended is skipped. Also check the holds of that merchant (an order that is held by the merchant is never picked) and its merchant quota.