Changes to the default pick order

Picking is the process of selecting shipment items from inventory. When you assemble a shipment, you could choose an item based on location, license number, expire date, or a number of other criteria. You can choose the pick order for an entire shipment, and you can also choose the pick order for individual items.

To change pick order for an entire shipment:

View the sales order and locate the Current Pick Policy listed in the header information. This is a preferred pick policy set up by your Warehouse Administrator.
Check the Override Current Policy checkbox and select another policy from the drop-down menu. This Pick Policy drop-down list contains inventory managers that are marked "Use as pick policy." See Using inventory managers as pick policies.

To change pick order for a specific item:

From an Express shipment or Saved shipment, on the Shipment items list, click the check box to the left of a shipment item.
Select Change Item.. up top. A Change Location pop-up opens, listing all available inventory items.
- In the pop-up, confirm that the Current Pick Policy is set to the pick policy that is correct for this shipment.
- If you need to change the pick policy, check the box next to the Override Current Policy field. Then select another policy from the drop-down.
  This Pick Policy drop-down list contains inventory managers that are marked "Use as pick policy." See Using inventory managers as pick policies.
Below Matching Results, you'll see inventory items for the same item number, split out by license number and location. If no lines appear, the item number does not have any more quantities in a different license number and/or location.
Note: You can check the Show Allocated Inventory checkbox to show those inventory items that are recommended by this pick policy but already reserved for another transaction. You cannot add allocated items to your shipment; however, you can use the Inventory by Item report to track down the other operations that need this item. For example, your shipment may be high priority, and other operations should be cancelled or delayed so that you can use this particular item on your shipment.
Select the checkbox to the left of the new inventory item.
Click OK. The pop-up closes, and the new inventory item has replaced the old one on your shipment.
Note: The newly selected inventory item is soft allocated to your shipment the next time you Save the shipment.