How to pick orders

Table of contents

Introduction

In Ongoing WMS, orders are used to ship goods from the warehouse to customers. This guide shows you how to process an order in the system. You will learn how to:

The guide assumes that you are comfortable with creating new orders in the system. If you don't know how to do that, please see the "Orders" section in this guide on the customer account.

Allocation and picking

Picking goods in the system is a three-step process:

  1. The first step is called allocation. This ties specific article items to the order, but the article items are still considered to be in stock at the warehouse.
  2. The second step is called picking. This is what marks the allocated article items as having actually been picked, and removes them from stock.
  3. The third step is called packing. This marks a picked item as having been packed. This step is not mandatory. Most warehouses do not use it.

When picking goods in the system, you have the option of either having the system do it for you, or selecting the goods yourself manually. Below we will demonstrate how to use both of these methods. Our test order will be an order where the customer has ordered 1 piece of article A1 and 2 pieces of article B1:

List of articles in expanded order with expanded order lines.

Option 1: letting the system automatically select goods (most common)

Letting the system automatically choose which items to pick is the quickest way to pick an order. You can do this by checking the order in the order list, and then pressing Allocate and then Pick:

Choose you order and the Pick function to let Ongoing WMS automatically pick your order.

The logic which the system uses to select goods is customizable. There are many different choices. Some of the most popular are:

Picking methodDescription
FIFO (first in, first out) The goods items which were received first, will also be selected for picking first.
Full pallet, then FIFO Attempts to pick as many full pallets as possible. After that it resorts to FIFO.
Lowest count, then FIFO Attempts to pick from the location with the fewest items on it. After that it resorts to FIFO.
Expiry date, then FIFO Attempts to pick the items which are going to expire first. After that it resorts to FIFO.
By default, the system is set up to pick goods using FIFO.

Video on how to change allocation method in Ongoing WMS

Option 2: selecting goods manually

If you wish to select the items manually, go to the order list and find the order. Then check the order and press "Deliver":

Choose your order in the order list and choose Deliver, below Additional functions, to handle order manually in Ongoing WMS.

Choose your order in the order list and choose Deliver, below Additional functions, to handle order manually in Ongoing WMS.

This takes you to a page which shows you which order and order line you are working with:

Choose order and the specific article in the order.

At the bottom of the page there is a table which shows you all goods which is available to pick for the order line. In this case, we have article A1 available in two different locations, HC101 and HC102:

Bottom of the page in, when choosing to manually select goods, lets you choose from which location to pick from .

It is up to us to decide which of these to use. If we want to pick 1 piece from location HC101, we simply input "1" in the correct row and press Pick:

Choose amount of articles in Count column.

Now that the order line for A1 has been fully picked, the system automatically moves on to the next order line. In this case, it is the order line for B1. That article is only available in location HC116:

Ongoing WMS automatically updates the order after picking, and lets you choose how to pick the next article.

Once B1 is picked, we have fully picked this order.

Printing picking lists and delivery notes

After you have picked the goods in the system (using either option 1 or option 2), you can print a picking list and a delivery note. Select the order and click on the report which you want to print:

When choosing your order Ongoing WMS lets you automatically create reports, such as Delivery note or Picking list.

This generates a PDF which can you print:

Ongoing WMS automatically creates a Picking list pdf for an order chosen by the user.

Correcting mistakes

Inevitably there will be mistakes, either when working in the system or when you are physically picking the orders. These will need to be corrected. Let's continue with our example order from above. Say that you let the system select goods for you, but it selected 1 piece of A1 at location HC102. You want to switch this to the piece at location HC101.

First open the order and look at "Goods items on order". This shows you exactly which items have been picked on the order:

In an expanded order in the order list there is an option to view Goods items on order.

To the right, there is an icon called "Delete". If you press it, you will de-allocate the item from order (and return it to stock again). After you have done that, you can proceed like in option 2 and perform a manual pick, making sure to pick the item at location HC101.

Finishing the order

The above methods for picking an order are all that's required for the stock balances to be correct.

But you might wish to have an additional step which marks the order as being completed. If you have an integration to a shipping platform, you also want to be able to send the order to that external system in order to create transport labels.

We generally put these finishing actions on the buttons "Send" or "Collected":

Buttons for quick functions to finish the order are to send or collect in Ongoing WMS.

Please contact Ongoing if you wish to add custom actions to either of these buttons. By default, when you press "Collected", the order status will be updated, showing that the order has been fully processed:

Order in order list will show status the status of the order. Collected for example.

Video on how to pick orders in Ongoing WMS

Picking multiple orders at the same time

The above guide showed you how to pick one order at a time. To improve productivity, you may wish to pick multiple orders at the same time. Please see this guide on how to pick multiple orders at the same time in Ongoing WMS.

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