Generate Picking List
Table of Contents
- 1. Use Cases — 5 common scenarios
- 2. Features — Select Merchant / Apply Preset / Filters / Task List / Picking List Options
- 3. FAQ — 11 FAQs + Important Notes
- 4. Related Features
1. Use Cases
Quick Links: Daily Picking | Batch Processing | Convenience Store | Urgent Orders | Specific Product
Scenario 1: Generate Today's Picking Lists at Start of Shift
Situation: The morning shift begins and you need to organize today's orders into picking lists so pickers can start working.
Steps:
▸ Load fulfillments
- Select a merchant
- "Shipping Date" defaults to "Ship Today" — just confirm it
- Click "Load Pending Tasks"
▸ Configure options and create
- Review the list, then click "Create Picking Task" (loaded tasks are selected by default)
- In the options panel, check "Separate by Shipping"
- Click "Confirm"
Result: Check the generated picking lists in "Picking Lists". Fulfillments with different shipping types are separated, making packing and assignment to different pickers easier.
Scenario 2: Process a Large Number of Orders in Batches
Situation: There are 500 fulfillments — putting them all on one picking list is too messy, and you want multiple pickers working at the same time.
Steps:
- Select a merchant and load all fulfillments
- Click "Create Picking Task" and set in the options:
- "Fulfillments Limit": 50
- "Product Types Limit": 100
- Click "Confirm"
Result: Check "Picking Lists" — the system generates multiple picking lists, each wave with about 50 fulfillments, so several pickers can work simultaneously.
Scenario 3: Process Only Convenience Store Orders
Situation: The convenience store courier is arriving soon and you need to rush those orders.
Steps:
- Select a merchant
- In "Shipping Type", choose the convenience store options
- Click "Load Pending Tasks"
- Click "Create Picking Task"
- Click "Confirm"
Result: The list shows only convenience store fulfillments, and the generated picking lists can be prioritized.
Scenario 4: Handle Urgent Orders
Situation: A batch of urgent orders needs priority handling and should not be mixed with regular orders.
Steps:
- Select a merchant
- Expand "Advanced Filters" and check "Urgent Only" under "Urgent"
- Click "Load Pending Tasks"
- Click "Create Picking Task" and set a smaller "Fulfillments Limit" (e.g. 10-20)
- Click "Confirm"
Result: Urgent orders form their own picking lists and can be processed first.
Scenario 5: Merchant Wants to Ship Orders Containing a Specific Product
Situation: A best-selling product was just restocked and the merchant wants orders containing it shipped immediately.
Steps:
- Select a merchant
- Expand "Advanced Filters" and search for the product in "Contains Products"
- Click "Load Pending Tasks"
- Click "Create Picking Task"
- Click "Confirm"
Result: The list shows all fulfillments containing that product, ready to ship right after restocking.
2. Features
Generate Picking List combines multiple allocated fulfillments into picking lists: filter the fulfillments to process, configure wave grouping and picking list splitting rules, then create them in batch. A picking list bundles multiple fulfillments into one work order — pickers collect everything needed in one pass and then distribute the items to each fulfillment, which is much more efficient than picking order by order.
Quick Jump: Select Merchant | Apply Preset | Filters | Task List | Picking List Options
2.1 Select Merchant
Location: First step after entering the page
Description: Select the merchant to generate picking lists for. The system shows that merchant's "Allocated" fulfillments.
💡 Tip: Only fulfillments in "Allocated" status can be added to picking lists. Fulfillments still "Pending" or "Out of Stock" must have inventory allocated first before they appear here.
2.2 Apply Preset
Location: Top of the filter area
Description: If you use the same filter combination often, create a preset in advance on the "Auto-Picking Rules" page, then pick it in "Apply Preset" to apply the conditions automatically. When a preset is selected, the manual filter fields below are hidden.
💡 Tip: The dropdown shows presets for the selected merchant plus general presets with no merchant assigned. If no preset is selected, manual filters are used. Presets are an advanced-plan feature — if this field is not shown, your plan does not include it.
2.3 Filters
Filter fields are grouped into "Primary" and "Advanced" areas. Use the gear icon at the top right to open "Field Display Settings" and customize where each field appears (primary / advanced / hidden).
Default Primary Filters
| Filter | Description | Usage |
|---|---|---|
| Task Type | Filter by fulfillment source type | Options: "All", "Order Fulfillment", "Material Picking", "Stock Transfer" |
| Channel Name | Filter by sales channel | e.g. Shopee, momo, web store; multiple selection |
| Shipping Date | Filter by scheduled shipping date | Choose "Ship Today", "All" or "Custom Date" |
| Shipping Type | Filter by delivery type | e.g. home delivery, convenience store; multiple selection |
| Load Limit | Limit the number of results | Enter a number (max 1000); leave empty to load all |
💡 Tip: "Ship Today" includes both orders scheduled to ship today and orders with no shipping date, so orders without a date are not missed.
Default Advanced Filters (expand "Advanced Filters")
| Filter | Description | Usage |
|---|---|---|
| Contains Products | Filter by specific products | Search by product name or SKU; multiple selection |
| Order Numbers | Filter by order numbers | Multiple order numbers separated by commas |
| Products Count | Filter by number of product types in the order | Set a number and comparison (=, ≥, ≤) |
| Total Product Quantity | Filter by total item quantity of the order | Set a number and comparison (=, ≥, ≤) |
| Same Product Filter | Find orders with identical product composition | Choose "All", "Same Items" or "Same Items & Quantity" |
| Note Filter | Filter by whether orders have notes | Choose "All", "No Note" or "Has Note" |
| Urgent | Show urgent orders only | Check "Urgent Only" |
Field Display Settings
Click the gear icon at the top right of the filter area to choose whether each field appears in "Primary", "Advanced" or "Hidden". The system remembers your settings and applies them automatically next time.
2.4 Task List
After clicking "Load Pending Tasks", the matching fulfillments are listed:
| Column | Description |
|---|---|
| Checkbox | Select fulfillments to include (all selected by default after loading) |
| Task Name | Fulfillment identifier; urgent ones show a lightning icon and sort to the top |
| Order Number | Numbers of the related orders (merged shipments may map to multiple orders) |
| Receiver Name | Receiver name |
| Channel | Sales channel |
| Shipping Type | Delivery type |
| Total Quantity | Total item quantity in the fulfillment |
| Created At | When the fulfillment was created |
A search box above the list filters the loaded results instantly by task name, order number or receiver.
💡 Tip: The system loads at most 2000 fulfillments at a time. If there are too many, narrow the range with filters or the "Load Limit".
2.5 Picking List Options
After selecting fulfillments, click "Create Picking Task" to open the "Picking List Options" panel, divided into three sections:
Picking Mode
| Option | Description |
|---|---|
| App Picking | Digital workflow: staff must scan barcodes with a phone or PDA to verify products and quantities; inventory updates in real time. Requires the App Picking feature |
| Paper Picking | Traditional workflow: generates a paper picking detail PDF for manual checking |
Wave Splitting
Decides how fulfillments are divided into independent work batches (waves).
| Option | Description | Default | Suggestion |
|---|---|---|---|
| Fulfillments Limit | Maximum fulfillments per wave; excess splits into more waves | 50 | 50 in general; 100 for large volumes of simple orders |
| Separate by Shipping | Fulfillments with different shipping types go to different waves | No | Recommended — makes downstream sorting easier |
| Separate by Channel | Fulfillments from different sales channels go to different waves | No | Useful for mixed multi-channel shipping |
Picking List Splitting
Within the same wave, further splits into multiple picking lists by item counts, so pickers can divide the work.
| Option | Description | Default | Suggestion |
|---|---|---|---|
| Product Types Limit | Max number of different products per picking list; excess splits automatically | Unlimited | 50-100 when there are many product types |
| Total PCS Limit | Max total item quantity per picking list; excess splits within the same wave | Unlimited | Prevents a single list from being too heavy or large |
After configuring, click "Confirm". The system starts creating the picking lists; when done, check them in "Picking Lists".
3. FAQ
Quick Jump: FAQ | Important Notes
3.1 FAQ
▪ Why can't I find any fulfillments?
Please check:
- Whether the correct merchant is selected
- Whether the fulfillments are in "Allocated" status (only allocated fulfillments can be added to picking lists)
- Whether the filters are too strict (e.g. shipping date is set to today but the fulfillment is scheduled for tomorrow)
- Whether the fulfillments are already in another picking wave (fulfillments already in a wave do not appear)
▪ What does "Allocated" mean?
After an order passes the inventory check, the system "allocates" stock to its fulfillment and the status becomes "Allocated". The items are reserved for that fulfillment and picking can begin. Allocating before picking guarantees the picker will actually find stock at the shelf instead of making a wasted trip.
▪ What are the "Task Type" options?
Fulfillments come from three sources:
- Order Fulfillment: shipping regular customer orders
- Material Picking: collecting raw materials for work orders
- Stock Transfer: shipping transfers between warehouses
For daily order shipping, choose "Order Fulfillment".
▪ What is the difference between App Picking and Paper Picking?
- App Picking: scan barcodes with a phone or PDA; inventory updates in real time and no paper detail is needed. Suitable when mobile devices are available.
- Paper Picking: generates a PDF detail sheet for manual checking. Suitable for poor network environments or when handheld devices are inconvenient. Note that the paper sheet is a snapshot at generation time — later order changes are not reflected and differences must be handled manually afterwards.
▪ What are "Product Types Limit" and "Total PCS Limit" for?
These two options control picking list splitting:
- Product Types Limit: limits how many different products one picking list can contain. Too many types means the picker must visit many shelves, reducing efficiency.
- Total PCS Limit: limits the total item quantity per picking list. Too many items may not fit on the picking cart.
When limits are exceeded, the system automatically splits into multiple picking lists within the same wave.
▪ Why is "Separate by Shipping" recommended?
Different shipping types may have different packing and handling workflows:
- Convenience store pickup has size limits
- Home delivery may need different packing materials
- Postal mail has weight limits
Separating them makes packing easier and helps each carrier's driver collect the right parcels.
▪ I generated a picking list with the wrong fulfillments — can I cancel it?
A picking list cannot be deleted directly. If wrong fulfillments were selected, go to the picking list's wave page and "Return" the fulfillments. Returned fulfillments become selectable again, and once all fulfillments in a picking list are returned, the list is automatically marked "Terminated".
▪ Can one fulfillment be added to multiple picking lists?
No. A fulfillment can only belong to one picking wave at a time. If it is already in a wave, it will not appear in search results. This prevents two pickers from picking the same fulfillment twice.
▪ After clicking Confirm, when will the picking lists appear?
After clicking "Confirm", the system starts creating them; large batches take some time. A notification appears at the top right when finished, and you can check the results in "Picking Lists".
▪ What are "Same Items" and "Same Items & Quantity" for?
These filters find orders with identical product composition:
- Same Items: orders contain exactly the same product types
- Same Items & Quantity: same product types and same quantities
Such orders pick very quickly because every order needs the same things and can be processed in batch.
▪ Can filter conditions be saved?
Yes. Use the "Auto-Picking Rules" feature to save frequently used filter combinations and apply them directly when generating picking lists. Field display settings (primary/advanced/hidden) are also remembered automatically.
3.2 Important Notes
⚠️ Important Reminders
- Confirm the correct merchant is selected before generating picking lists
- Only fulfillments in "Allocated" status can be added
- After generation, check the results in "Picking Lists"
- Checking "Separate by Shipping" is recommended for smoother downstream work
- Keep waves small — 50 fulfillments or fewer per wave is recommended
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Picking Lists | View all picking lists | Go |
| Picking History | View historical picking records | Go |
| Auto-Picking Rules | Manage filter presets and auto generation | Go |
| Order List | Manage orders | Go |