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Material Picking ​

How to Access ​

"Production" → "Material Picking"

Table of Contents ​

Section 1: About This Feature

Quick Links: Overview | How to Access | Use Cases

1.1 Overview ​

Material Picking consolidates the material retrieval requests of all work orders. Once a work order is confirmed and its materials are allocated, a picking request for it appears here. You can select one or more requests and generate picking lists in a single batch, so pickers can retrieve the materials needed for processing from the shelves. This is the most efficient place to arrange picking batches across multiple work orders.

1.2 How to Access ​

"Production" → "Material Picking"

1.3 Use Cases ​

Quick Links: View Pending Requests | Generate Picking List | Track Progress

Scenario 1: View Work Orders Pending Material Picking ​

Situation: You want to see which work orders are currently waiting for materials to be picked.

How to do it:

  1. Go to "Production" → "Material Picking"
  2. Look for items with "Allocated" status in the list (materials reserved, picking list not generated yet)
  3. Click the number in the "Work Orders" column to jump to the corresponding work order

Result: Clear view of all work order picking requests waiting to be processed.

Scenario 2: Generate One Picking List for Multiple Work Orders ​

Situation: Several work orders finished allocation this morning, and you want staff to retrieve all the materials in one trip to reduce walking back and forth.

How to do it:

  1. Open the Material Picking list
  2. Check the requests that need picking (multiple selections allowed)
  3. Click the "Generate Picking List" button
  4. In the popup, select the "Merchant" (auto-filled when serving a single merchant)
  5. Click "OK"

Result: The picking list is created and pickers can start retrieving materials from "Picking Lists"; the selected items change to "Processing".

📌 Why aren't picking lists generated automatically? Picking batches are up to the warehouse: you can merge materials from multiple work orders into one picking list and retrieve them in a single trip, or process them in batches — whatever fits your staffing on the floor.

Scenario 3: Track Material Picking Progress ​

Situation: You want to understand the overall progress of material picking operations.

How to do it:

  1. Open the Material Picking list
  2. Check the "Status" column of each item: "Allocated" means waiting for picking, "Processing" means picking in progress, and "Shipped" means materials have been deducted (the work order is completed)
  3. Click a number to view details

Result: Clear understanding of pending, in-progress, and completed material picking distribution.

Section 2: Feature Guide

Quick Links: Main Features | Steps

2.1 Main Features ​

List Columns ​

Field NameDescription
IDNumber and name of the picking request, click to view details
Work OrdersRelated work order number, click to jump to that work order
StatusCurrent picking status
Created AtCreation time of the picking request

Filter Features ​

  • Merchant: Filter requests by merchant, multi-select supported (hidden when serving a single merchant)
  • Search box: Enter keywords such as the "Fulfillment Number" to find requests quickly

Generate Picking List Popup ​

  • Trigger: Check items and click "Generate Picking List"

  • Popup Contents:

    ItemDescription
    MerchantSelect the merchant for this picking batch (auto-filled and hidden when serving a single merchant)

2.2 Steps ​

▸ Generate a Picking List ​

  1. Open the Material Picking list
  2. Check one or more picking requests
  3. Click the "Generate Picking List" button
  4. Select the "Merchant" in the popup
  5. Click "OK" to finish

▸ View Picking Details ​

  1. Find the target item in the list
  2. Click the link in the "ID" column
  3. View the detailed picking content and status
  1. Find the target item in the list
  2. Click the number in the "Work Orders" column
  3. View overall processing progress on the work order detail page; once picking is done, you can complete the work order there
Section 3: FAQ

Quick Links: FAQ | Notes

3.1 FAQ ​

▪ What's the difference between material picking and regular picking lists? ​

Material picking requests come from work orders rather than sales orders. The generated picking lists work the same way as regular picking, but the retrieved materials are used for processing — they are deducted by the system when the work order is completed instead of being shipped to a customer.

▪ Are picking lists generated automatically? ​

No. After a work order finishes allocation, check its request on this page and click "Generate Picking List"; you can also click "Create Picking List" directly on a single work order's detail page.

▪ Can I generate picking lists for multiple work orders at once? ​

Yes. Check multiple requests in the list and click "Generate Picking List". The system creates picking lists covering the selected requests, so pickers can retrieve materials for multiple work orders in one trip.

▪ What happens after material picking is completed? ​

After picking is completed, go back to the corresponding work order's detail page. A work order in "Processing" status with picking done shows the "Complete" button — click it to deduct the materials and create the finished-goods inbound order.

▪ How do I cancel a generated picking list? ​

Generated picking lists must be handled in "Picking Lists". They cannot be canceled directly from the Material Picking page.

3.2 Notes ​

⚠️ Important ​

  • This page only shows picking requests generated by work orders; for regular order picking go to "Picking Lists"
  • After picking is completed, return to the work order detail page to complete it — materials are only deducted at completion
  • To change picking content, handle the original picking list in "Picking Lists" first, then generate again
FeatureDescriptionLink
Work OrdersView and manage all work ordersGo
Picking ListsView all picking list statuses and progressGo
BOMSet up material recipes for work ordersGo