Open Documents > Pick lists. A list isn’t stored and isn’t frozen: printing it again shows today’s data. The screen keeps a record of who printed what, numbered PL-1, PL-2 and so on.
Shelf codes #
Each product has a Shelf / bin field in its Inventory tab. With Multi Location Inventory each location can have its own code. Lists sort in the order a person walks: A2 comes before A10. Products with no code go last.
Orders waiting to ship #
Choose the order status, shipping method and dates. You get one line per product with the total to pull, and under it how many go to each order. Rental lines aren’t on this list. Once it’s printed those orders count as picked and leave the next list, unless you tick Include orders on an earlier list.
Rentals going out and coming back #
This needs Rentals & Bookings. Choose a window: today, tomorrow, this weekend, the next 7 days, or your own dates. The list reads the date a booking leaves, not the date it was ordered.
- Pull is what goes out. A kit prints as its parts, because that’s what you pull.
- Coming back is what’s out now and due in.
- Not sent yet is anything that should already have left. It shows when the window includes today.
Choose By date, then place, then shelf, or One list in shelf order. When you plan delivery routes, the route’s name shows in the heading. Products with serials get a write-in line per unit, because serials are chosen at the Send desk.
Flags #
- Narrow window: this pull needs something that comes back inside the window.
- Short by 2: the stock can’t cover this pull, by that many units.
- Overbooked: with the free plugin alone, a line that’s booked over the stock.
The flags count all your stock together. With a location chosen, the rows narrow to that location but the count doesn’t.
Scan codes #
Each booking can have a QR code that opens it on the Send desk. Lists over 300 rows drop the codes to stay small.
New bookings since you printed #
The printed lists at the bottom of the screen say how many bookings were added to that window after you printed it.
Week view #
One row per product, one column per day, the busiest day in bold. It answers “do we have enough chairs this weekend?” It prints on a landscape page.
