Pick lists: how this screen works
Pick lists group orders so you can pick them in one walk through the warehouse and then pack them at the pack station. On this screen you see every pick list, open its details, print it, follow its pick route and create new pick lists from saved presets.
What you see on this screen
Status filter (top right): Active shows pick lists that are waiting or in progress (the default), Done and cancelled shows finished ones, All pick lists shows everything.
The picker filter next to it: All pickers, Assigned to me or Unassigned. The last two show open pick lists only, so the status filter is then locked on Active.
Presets: opens your saved batch presets (see below).
Create from preset: creates pick lists in one click with a saved preset.
Give me work (only when automatic pick lists are part of your plan): gives you the next pick list, assigned to you, and opens it. See Give me work below.
Automatic pick lists (the lightning icon, only when automatic pick lists are part of your plan): opens the run history and the audit trail of the automatic rules.
The list: one row per pick list, newest first. The list loads more rows automatically as you scroll and updates by itself when something changes at the pack station.
The columns:
Pick list: the number, for example PL-12. A Singles pill marks a pick list with single-item orders only (each order is packed with one scan and needs no tote).
Merchant: the merchant the orders belong to (only shown when you work as a fulfilment partner for other merchants). A merchant filter then also appears at the top.
Preset: the preset that created it, or - when it was made by hand.
Status: Waiting, In progress, Done or Cancelled. While someone picks it with the QrX app, an extra pill shows who is picking. A red Damaged pill shows how many units a picker reported damaged.
Assignee: the picker the pick list is assigned to, or Unassigned.
Packed: how many orders of the pick list are packed, with a progress bar.
Tote: the crate or box the picked items go into, if any. A pick list can hold several totes: the column then shows the first tote and for example "+2" for the others.
Created, Created by and Reprints (how often the picking document was printed again). A pick list made by an automatic rule shows Automatic (rule name) as its creator.
The icons at the end of a row:
Open the pick list PDF: opens the picking document in a new tab.
Show in Transactions: opens the Transactions list filtered on the orders of this pick list.
Pick route: opens the walking route through the bins (only when your warehouse uses bin locations).
Pack now: opens the pack station with this pick list (only for active pick lists).
Assign to a picker (only with the Assign pick lists permission, on open pick lists): choose who picks this list.
Click anywhere else on a row to open the pick list details.
Create a pick list from Transactions
Go to Transactions and tick the orders you want to pick.
Click Create pick list in the bar that appears above the list.
Choose the options:
Print the picking document: on prints a paper pick list on the Picking printer you choose (empty uses your default printer). Off is paperless: pickers work from the pick list on screen or in the QrX app.
Put single-item orders in their own pick list (on by default): orders with one item go to a separate Singles pick list. They are packed with one scan each and need no tote.
Tote (optional): the tote that holds this pick list. A tote holds one pick list at a time, so you can only choose one when your selection makes exactly one pick list. With cluster picking on, a note tells you that the picker scans one tote per order when the pick run starts on the phone; a tote you choose here can be scanned for one of its orders.
Click Create. A message shows the new pick list number with a link to Open pick lists. When orders on the new pick list hold dangerous goods that their carrier does not take, a warning tells you how many. They are still picked, but the pack station blocks them until the shipping method changes or someone overrides it.
Good to know: QrX makes one pick list per merchant channel, with at most 500 orders each. Orders that are already packed, cancelled, already on another active pick list, without a shipping method or without enough stock in the bins are left out. The window lists those orders so you can fix them. When Combine orders automatically is on for a channel, orders of the same customer are combined when the pick list is made and are picked as one order with all their items. If one of them is short, the whole parcel stays out. New orders can be held back for a few minutes first, so a second order can still join.
Orders of a merchant you fulfil: an order with a Held by merchant pill (point at it to read the reason) is not put on a pick list, by hand or automatically, until the merchant releases it. A Held by merchant until pill shows a hold with an end: the order becomes available again at that date and time. A Merchant: high or Merchant: urgent pill shows the merchant's priority. QrX uses the higher of your priority and the merchant's, so those orders go first.
Zones: on New pick list you can choose a warehouse and 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.
Pick list details
Click a pick list to open its details on the right side of the screen.
Top: the number, status, when it was created and by whom, and the preset it came from.
Packed, Tote and Reprints: the progress at a glance.
Picking printer and Print: print the picking document (again) on the chosen printer.
Open the pick list PDF and Show in Transactions: same as in the list.
Pack now: open this pick list at the pack station.
Force release the pick run: when someone picks this list in the QrX app but left or the phone died, release the run so another picker can continue. Picked items stay picked. Only shown when your role allows pack overrides.
Cancel the pick list: stops the pick list after you confirm. Orders that are not packed go back to the queue and the tote is free again.
Assignee with Assign to a picker (only with the Assign pick lists permission, while the pick list is open): choose a Picker, or clear the field to unassign. Only users who can pick orders are listed. The picker sees the list under My work in the QrX app. Assignment is a work instruction: it does not stop another picker from starting the list.
Damaged at pick: the units a picker reported damaged. They are moved to quarantine; the link opens Inbound, Quarantine.
Totes: every tote of an active pick list. Add tote adds one more, and the bin icon removes one after you confirm. Removing a tote does not move stock: units already picked into it stay booked on that tote, so only remove an empty tote. On a cluster pick list every tote belongs to one order: you choose the order when you add a tote, and a warning names the orders that have no tote yet.
Orders: one row per order with its box number, order number (click to open it in Transactions in a new tab), its status in the flow (for example Waiting, Packing, Ready to print, Packed, Removed or No shipping method) and the pack session. The bin icon Remove from the pick list takes an order off the pick list so it can go on a new one.
Items to pick: every SKU with its photo, product name and the total quantity to pick.
Batch presets: create pick lists in one click
A preset saves the filters for a batch of orders, for example "Express NL" or "Morning wave". Click Presets to see them. Each row shows the name and group, which orders it takes, a summary of its filters, the maximum (orders x pick lists) and whether it uses totes. The row icons:
Create pick lists now: runs the preset right away.
Edit preset, Copy preset and Delete preset: only for users who manage printing. Deleting a preset does not change pick lists it already created.
With automatic pick lists on your plan, presets are also the rules of automatic pick lists, and the list has three more columns and icons:
Trigger: None, Instant, Auto batch (with its number of orders and minutes), Scheduled (with its times and days) or Continuous. A Paused pill shows a paused rule; hover it to see why when QrX paused it by itself.
Next run: when a scheduled rule runs next, in your time zone.
Last result: the result of the last run, for example Pick lists created or Nothing to pick, and how many pick lists it made.
Run the automatic rule now (lightning icon, only on rules with a trigger and with the Run automatic pick lists permission): runs the rule once right away, with the same limits as an automatic run. A message tells you the result.
Pause this rule and Resume the rule: a paused rule keeps its settings but creates no pick lists until you resume it. Pausing asks you to confirm.
Preview (the eye icon, on rules with a trigger): shows which pick lists the rule would create right now. See Preview of a rule below.
On Settings, Batch presets, the Run history icon at the top opens the run history.
To run a preset from the main screen, click Create from preset and choose it from the menu (grouped by group name). QrX creates the pick lists at once and shows a message with an Open link. Manage presets at the bottom of the menu opens the presets window. You can also run presets at the pack station.
The same list is also on its own page: Settings, Batch presets. It has the same row icons, and New preset at the top right for users who manage printing. After Create pick lists now, the message has an Open link to the first new pick list under Pick lists.
New or edit a preset
Name (required, unique) and Group (optional): the group sorts presets together in the menu.
Merchant: only for fulfilment partners. Choose Own orders, Chosen merchants (one or more; your own orders can be one of them) or All merchants (your own orders and every merchant you fulfil for, merchants added later included). A preset over several merchants works for each merchant separately: it makes its own pick lists per merchant, and Max pick lists per run counts per merchant. Tag filters and the box suggestion only work for one owner.
Warehouse and Zones: only orders with stock in this warehouse, and optionally only orders whose items all lie in the chosen zones. The zones come from the zone list of the warehouse (Settings, Stock, Warehouses, Zones tab).
Has any of these tags and Has none of these tags: filter on the work tags of your orders.
Countries and Shipping methods: only orders to these countries or with these shipping methods (at most 50 each).
Orders: Any order, Single-item orders or Multi-item orders.
Sort order: lower numbers come first in the preset menu.
Max orders per pick list (1 to 500) and Max pick lists per run (1 to 20).
Put each pick list in a free tote: when there are not enough free totes, the rest is created without a tote.
Print the picking document and Picking printer: same as when you create a pick list by hand.
At the bottom you see a live count, for example "12 orders now, 1 pick lists". Click Save to keep the preset. You can have up to 100 presets.
Automation
With automatic pick lists on your plan, the editor has an Automation section. It lets the preset create pick lists by itself in a warehouse that is set to Automatic. Only users with the Manage automatic pick lists permission can change it; others see it read only.
Trigger: None (only runs when someone starts it), Instant (every order that is ready gets a pick list right away), Auto batch (waits until enough orders are ready or the oldest ready order has waited long enough), Scheduled (at fixed times on the days you choose) or Continuous (keeps a few pick lists ready to start: when a picker starts one, the next one is created). A rule with a trigger needs a Warehouse.
Auto batch: Release at this many orders and Or after this many minutes (counted from the oldest ready order). Fill in one of the two, or both. When your carriers have pickup times (see Carrier pickups below), an Auto batch rule also releases a last wave in time before each pickup, even when it has not reached its number of orders yet.
Scheduled: choose the Times and the Days. The times are the local time of the warehouse, in the time zone of the warehouse.
Continuous: Pick lists ready to start (1 to 20) is how many pick lists wait ready for a picker. Empty means 2.
Cart: the pick cart of this rule (see Pick carts below). 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).
Priority: when rules match the same order, the lowest number goes first.
Only these channels (empty means every channel) and Never these channels: limit the rule to some sales channels. A channel cannot be in both. These channels also filter the pick lists you create by hand from this preset.
Preview: on a saved rule with a trigger, shows which pick lists the saved rule would create now. Save first to preview your changes.
To pause a rule, use the pause icon in the rules list, not Save.
Automatic pick lists never print a picking document and never combine or split orders. Orders of a channel that combines orders wait for its merge time and are then picked on their own.
Preview of a rule
Click Preview in the rules list or in the rule editor. A panel shows what the next automatic run of this rule would create now. Nothing is created or changed.
Pick lists it would create: one row per pick list with Orders, Lines, Units, Totes, Volume (l), Weight (kg), Stops, Walk (m) and Planned time, and the Cart it uses.
Earliest ship by: the earliest moment one of these orders must be packed for its carrier pickup. Last wave before pickup means the rule would release these orders now because their pickup is close.
Skipped orders: the orders the rule would leave out, each with its reason.
Notes tell you when the trigger would not release the orders yet (not enough orders, not waited long enough, or not yet the wave before pickup), when the warehouse creates pick lists by hand, or when units have no size or weight (they then count by unit, so a cart may be fuller than planned).
Give me work
Click Give me work at the top of Pick lists to get the next pick list, assigned to you. With more than one warehouse you first choose the Warehouse.
You get the oldest pick list nobody has started yet and that is not assigned to anyone. It opens right away; start picking.
When no pick list is waiting and the warehouse is set to Automatic, QrX makes a new one for you with the automatic rules.
When packing has enough work (see the pack-load brake under Settings, Stock, Warehouses), no new pick list is made. Help at the pack station or try again in a moment. Pick lists that already exist are still handed out.
You only need the permission to use the pack station. Give me work only assigns lists to yourself; assigning others still needs the Assign pick lists permission.
Automatic pick lists
Automatic pick lists are part of some plans. A warehouse is set to Manual or Automatic in its settings (Settings, Stock, Warehouses, tab Pick lists). In an Automatic warehouse, the rules with a trigger create pick lists as soon as orders are ready. People can still create pick lists by hand.
An order is ready when all its items are in stock in one warehouse, it has a shipping method, and it is not on hold, snoozed, packed or already on a pick list.
Automatic pick lists never print a picking document. Pickers work from the screen or the QrX app.
Automatic pick lists never combine or split orders. Every order is picked on its own.
Automatic rules take urgent orders first, then the orders of the earliest carrier pickup (their ship by moment, see Carrier pickups below), 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. The time estimates and grouping weights of the warehouse (Settings, Stock, Warehouses, tab Pick lists, card Planning, brake and quotas) set how much each factor counts.
Want to know why an order is not picked up? Open the order in Transactions, or click the lightning icon of the order in the pack station queue. QrX shows the first reason, for example "Not all items of this order are in stock yet." Other reasons are:
"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 of this order needs to be refilled from bulk first." (only for rules set to Wait for the refill)
"The pack station has enough work right now. New automatic pick lists wait until packing catches up." (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)
Run history and audit trail
Click the lightning icon Automatic pick lists at the top of Pick lists, or Run history on the presets screen. The page has two tabs. At the top you can filter on the Warehouse (with more than one warehouse) and on a rule (All rules, or search a rule).
Runs: one row per run, newest first, with Started, Rule, Trigger (also Run now for a run started by hand, Give me work, Released from the console and Wave before pickup), Result, Orders picked up, Pick lists, Orders skipped and Error. The result is for example Pick lists created, Partly created, Nothing to pick, Skipped, paused, Skipped, another run was busy, Held back, packing is busy or Failed. Runs that found nothing to do are only listed for scheduled rules and for Run now.
Click a run to open its details: the facts of the run, the Created pick lists (click one to open it) and the Skipped orders with the reason for each order. A note tells you when there were not enough free totes or when orders of a channel that merges orders were picked on their own.
Audit trail: every change to an automatic setting, with When, Who (a user, or System when QrX paused a rule by itself), Change, Rule, Warehouse and Before and after.
Both lists load more rows as you scroll. Without automatic pick lists on your plan the page shows Automatic pick lists are not available.
The gauge icon Automatic pick list console at the top opens the console (see below).
Automatic pick list console
The console shows what waits, what is forming per rule and how busy picking and packing are in one warehouse. Open it with the gauge icon on the run history page, from the warehouse settings (tab Pick lists) or with Console on the warehouse dashboard. With more than one warehouse, choose the warehouse at the top. The console refreshes by itself; the Refresh icon loads it at once. The other icons open the Run history and the Replay.
The numbers: Ready to pick (orders), Lists not started, Being picked, Picked, not packed (with the minutes of pack work) and Next ship by (the next moment orders must be packed for a carrier pickup).
Brake notice: 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." and why: too many picked orders or too many minutes of packing work wait to be packed.
Forming per rule: one row per rule with a trigger, with Rule, Trigger, Orders waiting, Next run and Status (Running or Paused).
Release now (the send icon, only with the Run automatic pick lists permission): the rule creates its pick lists now, without waiting for its trigger. Enter At most this many orders (1 to 500) and confirm. Automatic pick lists never print and never combine or split orders. A paused rule cannot be released.
Pause and Resume: pause a rule or let it run again, as in the rules list.
Orders that wait, by reason: how many ready orders wait and why, for example for the wave before their carrier pickup, for a cart that is full or for a refill of the pick location.
Replay
A replay shows what the current rules would have done on past days. Nothing is created or changed, so you can compare rules safely. Open it with the replay icon in the console.
Click New replay (only with the Manage automatic pick lists permission). Choose the First day and the Last day: up to 14 days that have passed, or today. Days are in the local time of the warehouse. Under Rules you can choose some rules; empty means every rule with a trigger in this warehouse. Click Start replay.
The replay is calculated in the background. The list shows each replay with Requested, Days, Rules and Status (Waiting, Running, Done or Failed), and loads more rows as you scroll. One replay per warehouse can wait or run at a time.
Click a replay to open its result: the totals (pick lists, orders, planned time, stops and walking distance, orders Picked before ship by and Picked after ship by, and orders Never released) and Runs the rules would have made, one row per run with When, Rule, Orders, Pick lists and Planned time. A long replay lists only the first runs; the totals always count every run.
A failed replay can be started again, with fewer days if it keeps failing.
Pick carts
A cart sets how many orders, how much volume and how much weight one automatic pick list may take. Open it under Settings, Pick carts. A rule chooses its cart in its Automation section. Everyone who uses the pack station can see the carts; only users with the Manage automatic pick lists permission can change them.
The list shows each cart with Name, Warehouse, Totes, Max volume (l) and Max weight (kg), and loads more rows as you scroll. The row icons are Edit cart, Copy cart and Delete cart.
New cart: enter the Name, the 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). Click Save.
Items without size or weight count only as units. Their orders still fit on the cart by tote slot.
Only a cart that no rule uses can be deleted. Pick lists made with it keep their orders.
Carrier pickups
A pickup schedule tells QrX when a carrier picks up at a warehouse. Automatic pick lists then pick the orders of the next pickup first and release a last wave in time. Open it under Settings, Carrier pickups, or with the truck icon in the warehouse settings (tab Pick lists). Only users with the Manage automatic pick lists permission can change the schedules.
The list shows Warehouse, Carrier, Shipping method, Days, Pickup times, Buffer, Next pickup and Status. With more than one warehouse you can filter on a warehouse. The row icons are Edit pickup schedule, Copy pickup schedule and Delete pickup schedule.
New pickup schedule: choose 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). Choose the Days and the Pickup times (1 to 12). Times are 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.
After you save, the orders of this carrier are sorted again in a moment. A warehouse has one schedule per carrier and shipping method.
Without a schedule, orders are picked by the dispatch closing time of the warehouse (its opening hours). For orders you fulfil for another merchant, the cut-off time agreed with that merchant counts first.
Pick route
Click the Pick route icon of a pick list to see the shortest walk through your bins (only when your warehouse uses bin locations). The pill next to the title tells you whether the route follows your walk order or the warehouse map. The line below shows the number of stops, lines and units.
The table: one row per item at each stop: Stop number, Location (bin code), Zone, Item (name and SKU), Qty to take and the Orders it is for (click an order to open it). A component of a kit names its kit under the item, for example "Kit SET-01 x2".
Not on the route: items that have no bin with stock (No stock in a bin) or that are not linked to a stock item yet (Needs mapping). Check them before you start picking.
Kits on this pick list (only when the pick list holds kits): one row per kit order line with its components, the quantity Per kit and the Stops to collect them. A kit is picked as its components; at the pack station the kit is scanned as one item.
Refresh: computes the route again from the current stock.
Print route: opens the route as a PDF to print.
Pick lists (top left): back to the list.
The route is only a suggestion based on the current stock. Opening or printing it does not book or reserve anything.
Team comments
Every pick list has its own comments, for a remark such as "tote 3 has a broken handle" or a question for the next shift. The button sits at the top of the pick list details, next to the close button, and at the top of the pick route page.
Click the speech bubble Team comments to open the panel. Write in the field "Write a comment. Type @ to mention a colleague." and click Send. The newest comment is on top. A number on the speech bubble shows how many comments there are (99+ for 100 or more).
Type @ and choose a name to mention a colleague. The mention lands in that colleague's team inbox under Warehouse, Team. Unless the colleague switched it off, QrX also tells them by e-mail and on the phone. One comment can mention at most 20 people.
Your own comments have Edit comment and Delete comment. A changed comment shows "edited". A team lead (permission Manage team tasks) can delete any comment.
You see the button with the permission View team tasks and comments, and you can write with Write team comments.
Export to CSV or Excel
You can export the pick lists with the status, merchant and assignee you filtered on. Click the Export icon, choose CSV or Excel and click Start export. The export uses the filters you have on the screen and runs in the background, so you can keep working.
The Show your exports icon opens Exports: all your exports, newest first, with more loading as you scroll and a refresh button. When an export is Ready, download the file. A file is kept for 24 hours. An Excel file holds at most 1,000,000 cells: export a larger list as CSV. You can run up to 3 exports at the same time.
You see these icons only when your role may open this list and may also export stock history.
Tips and common questions
"No pick lists here": there is no active pick list. Select orders in Transactions and choose Create pick list, or switch the filter to All pick lists to see older ones.
"These orders already wait in another active pick list": an order can only be on one active pick list. Finish or cancel that pick list, or remove the order from it.
"Orders were left out: there is not enough stock in the bins to reserve them": they stay in the queue. Receive or move stock into the bins, then create a new pick list.
"They have no shipping method, so no label can print": set a shipping method on the order in Transactions, then add it to a pick list.
"The pick list was not created because the picking document could not be printed": check the picking printer and PrintNode in Settings, Printing, or switch off Print the picking document.
"This tote is already used by another active pick list": choose another tote or finish the other pick list first.
"No orders match this preset right now. Nothing was created.": no waiting order fits the filters of the preset.
"Not enough free totes: some pick lists were created without a tote": free up totes by finishing pick lists, or assign a tote later in the pick list details.
"You need the assign pick lists permission.": ask an administrator to add Assign pick lists to your role.
"This tote is used by another active pick list, or it is already the tote of another order on this pick list.": choose another tote.
"Paused automatically" on a rule: QrX paused it because automatic pick lists or stock tracking were switched off, or because the user who switched the rule on no longer has access. Fix the cause, then click Resume the rule. The user who resumes it becomes the user the rule works for.
"A rule with a trigger needs a warehouse. Choose a warehouse first.": choose a Warehouse in the preset before you give it a trigger.
"The warehouse of rule ... creates pick lists by hand or is paused. Switch it to Automatic first.": set the warehouse to Automatic in its Pick lists tab, or switch off the pause there.
"Another run is busy in this warehouse. Try again in a moment.": an automatic run is creating pick lists right now. Wait a few seconds.
"There is no pick work right now. Try again in a moment." (Give me work): no pick list is waiting and no order is ready for a new one.
"Packing has enough work right now, so no new pick list is made.": the pack-load brake of the warehouse holds. Help at the pack station, or change the brake in the warehouse settings.
"No pick list is ready and this warehouse does not make pick lists automatically. Turn on Automatic pick lists in the warehouse settings, or ask a colleague to create one by hand.": create a pick list from Transactions or from a preset.
"A rule still uses this cart. Choose another cart in that rule first.": change the Cart in the Automation section of that rule, then delete the cart.
"This warehouse already has a pickup schedule for this carrier and shipping method. Edit that schedule instead.": open the existing schedule with the pencil icon.
"A replay of this warehouse is already waiting or running. Wait until it is done.": one replay per warehouse at a time.
"A replay covers at most 14 days.": choose a shorter period.
Need help? Click Chat at the bottom of the Help Center.