Creating Pick Lists

Pick lists are based on the source and destination warehouses. Each pick list is one set of items to be “picked” from one specific warehouse and delivered to another specific warehouse.

Note: If the housing authority has only one warehouse, the pick list option isn’t used.

If you can restock one warehouse from a supply you already have on hand at a different warehouse, you can add the items to a pick list using the restock list. You can also request purchase of the items from one or more vendors.

Creating Pick Lists from Restock List

When items need to be restocked at any warehouse, they appear automatically on your restock list. If you can restock one warehouse from a supply you already have on hand at a different warehouse, you can add the items to a pick list.

1. From the Main Menu screen, click RESTOCK. The Browse Restock List screen appears with all inventory items that need restocked displayed in a table.
2. In the restock warehouse drop-down list, select the warehouse to be restocked (where the stock items will be sent).
3. Click and select “Refresh Restock List” from the menu that appears. This ensures that the list you work with contains the latest and most up-to-date information.
4. Click again and select “Create Pick List.” The Add Pick List Wizard is initiated.

Hint: The restock to location field identifies the warehouse to which you will deliver the items on this pick list. You selected this warehouse on the Browse Restock List screen (the Restock Warehouse filter field) before you started the wizard.

5. Select the warehouse from which you will pick the items on this list from the restock from warehouse drop-down list. This field also offers your agency defined list of warehouses. See "Warehouses"
6. Verify or enter the request date, or date on which you are creating the pick list, and the due date, or date on which you need the items delivered.
7. Verify or enter the person requesting the pick list in the requested by drop-down list. This defaults to your own user name, but you can change it if you are entering the pick list on behalf of someone else.
8. Click START to continue to step 2 of the wizard. The top portion of the second wizard screen displays all items that need restocked.
9. Highlight the item you want to place in the pick list in the top, restock items list and click . The item now displays in the bottom, selected items list. Repeat until all items you want to add to the pick list are placed in the selected items list. To move all items to the bottom of the screen, just click .

Note: You may select to filter the restock items list by category and/or vendor. After selecting the information from the drop-down lists, the item(s) that meet your filter criteria will display.

10. If necessary, edit the restock quantity of any of the selected items.

Note: If the maximum is set to zero, but the minimum is a number larger than zero, the restock quantity will be a negative number. You need to have minimum and maximum numbers set up correctly for this option to work.

11. Click NEXT to continue. Review and confirm the pick list information you have set up.
12. Click FINISH to create the pick list. Any pick list you create appears automatically on the Browse Pick Lists screen. You can use that screen to process the pick list for delivery to the requestors. See "Completing Pick Lists"

Creating Pick Lists from Requests

On a regular basis, usually weekly, your purchasing agent(s) will review marked requests and create quotes, requisitions, purchase orders, and pick lists as needed.

1. From the Main Menu screen, click REQUEST. The Browse Requests screen appears with all new purchase requests displayed in a table.
2. Select how you want to order the purchase request table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first purchase request to match the criteria is highlighted in the table.
3. Highlight the record you want to work with, click , and select “Create Pick List.” The Add Pick List from PO Wizard is initiated.
4. Select the restock to location. This is the warehouse to which you will deliver the items on this pick list.
5. Select the warehouse from which you will pick the items on this list from the pick up from warehouse drop-down list. This field also offers your agency defined list of warehouses. See "Warehouses"
6. Verify or enter the person requesting the pick list in the requested by drop-down list. This defaults to your own user name, but you can change it if you are entering the pick list on behalf of someone else.
7. Click START to continue to step 2 of the wizard. The top portion of the second wizard screen displays all items that need restocked.
8. Highlight the item you want to place in the pick list in the top, restock items list and click . The item now displays in the bottom, selected items list. Repeat until all items you want to add to the pick list are placed in the selected items list. To move all items to the bottom of the screen, just click .

Note: You may select to filter the restock items list by category and/or vendor. After selecting the information from the drop-down lists, the item(s) that meet your filter criteria will display.

9. If necessary, edit the restock quantity of any of the selected items.

Note: If the maximum is set to zero, but the minimum is a number larger than zero, the restock quantity will be a negative number. You need to have minimum and maximum numbers set up correctly for this option to work.

10. Click NEXT to continue. Review and confirm the pick list information you have set up.
11. Click FINISH to create the pick list. Any pick list you create appears automatically on the Browse Pick Lists screen. You can use that screen to process the pick list for delivery to the requestors. See "Completing Pick Lists"

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