Pick List Tools: Assigning, Zones, Cluster Picking, Totes and Damaged Units
These tools extend the pick lists described in Pack Station and Pick Lists. They are used from Warehouse > Pick lists and Settings > Warehouse > Pack station.
Assign Pick Lists to a Picker
A warehouse lead can give a pick list to one picker. In Warehouse > Pick lists (https://portal.qr-x.app/warehouse/picklists) the column Assignee shows who has each list.
Assign: click the icon Assign to a picker on an open pick list, or in its detail panel, and choose the Picker. Only users who can pick orders are listed.
Move or unassign: open the same dialog and choose another picker, or clear the field to unassign.
Filter: All pickers, Assigned to me or Unassigned. The last two show open pick lists only.
The picker finds the list under My work in the QrX app.
Assignment is a work instruction and does not lock the pick list: another picker can still start it. A pick list that is finished or cancelled can no longer be assigned. You need the permission Assign pick lists together with Use the pack station.
Pick lists for zones
Zones (when warehouse bins are on): on New pick list you can choose a warehouse and one or more zones. Only orders whose every stock line is in stock in a bin of one of those zones go on the list. Other orders are skipped and named. Leaving zones empty keeps the usual create, including combining and splitting orders. The list has a Zones column, or a dash when none were chosen. Picker zones, next to Presets, records which zones a picker usually works when you can assign pick lists. That record is advice only. The pick run lock stays the only hard lock. The QrX app shows those zone codes on the pick list row.
When you chose zones, an order can also be left out because it is outside those zones.
Peak mode
Peak mode (Settings, Pack station): orders with the soonest carrier pick-up come first. Orders with no pick-up time stay at the end. Off keeps the newest order first. Off by default.
Cluster Picking: One Tote per Order
With cluster picking the picker collects several orders in one walk and sorts them while picking: every order has its own tote. At the pack table nothing needs to be sorted any more.
Switch it on: open Settings > Warehouse > Pack station and choose under Pick mode the option Cluster: one tote per order, the picker sorts while picking. Switch back to Batch or Per order in the same place. A pick list that is already being picked keeps the mode it started with. Single-item pick lists always stay batch.
The picker starts the pick run in the QrX app and scans one free tote for every order on the pick list.
For every unit the picker scans the product and then the tote of the order it is for.
Scanning a tote that does not belong to that order gives a wrong tote error. Nothing is booked: scan the right tote.
At the pack station, scan a tote: its order opens. If you scan the pick list itself, the station asks you to scan a tote.
In Warehouse > Pick lists the opened pick list shows which order every tote is for, and warns when an order has no tote. Use Add tote and choose the order when a tote is full or was removed.
The tote of an order is free again as soon as that order is packed.
Every item is still scanned at the pack station before the label prints.
Limits: cluster picking needs the pick run in the QrX app (there is no cluster flow for paper pick lists), and every picker needs an app version that supports it. Removing a tote does not move stock.
Several Totes for One Pick List
One tote full? A pick list can hold several totes. A tote still carries one open pick list at a time.
In Warehouse > Pick lists the Tote column shows the first tote and "+1" for every extra one. Open the pick list to see all its Totes.
Add tote: open the pick list, click Add tote and choose a free tote. A picker who works with the QrX app adds a tote on the phone by scanning it; units scanned after that go into the new tote.
Remove a tote: click the bin icon behind the tote. Only remove an empty tote: removing a tote does not move stock, so units already picked into it stay booked on that tote.
At the pack station: scanning any tote of the pick list opens that pick list. The opened pick list shows the number of totes and their codes, so no tote is forgotten.
When the pick list is done or cancelled, all its totes are free again.
Damaged at Pick
When a picker finds a damaged unit on the shelf, the picker reports it in the QrX app instead of scanning it, with photos if wanted. This is what happens:
The stock: the damaged unit moves to quarantine at once, so it can no longer be sold or picked.
The order: QrX reserves another unit for the order in another bin when there is one, and the picker's route shows the new stop. What no other bin can give becomes short on the line.
The hold: an order with short units is held at the pack station, as with a short pick. In the Exceptions lane it shows Held: damaged with the number of units, next to Held: item not found.
The pick list: in Warehouse > Pick lists a red Damaged pill and the fact Damaged at pick show the reported units, with a link to Warehouse > Inbound > Quarantine.
What the two buttons do for a held order with damaged units (permission Pack without scanning):
Found, release hold releases only the units that were not found and turned up again. Damaged units are in quarantine and cannot be "found", so the order stays held for them.
Not found takes the order off the pick list; it waits for stock again and comes back when stock is available. The damaged units are already in quarantine, so they are not blocked a second time and no count is started for them. This is the way to end a hold for damaged units.
Decide about the damaged units in Quarantine: Release to a bin when a unit is fine after all, or Scrap to write it off.
Good to know: a unit that was already scanned as picked cannot be reported damaged afterwards. A damaged kit is handled as a normal short pick; write the damaged component off on the component item.
Move an order to another warehouse
On a soft reservation, the warehouse icon Move warehouse sends that order to another warehouse you can use. Finish an open pick list before moving an order whose picking has already started. The price does not change.