Picklist

The Picklist provides you with an organized way to gather items that have been purchased by your customers. There are two (2) ways to generate a Picklist based on your needs.

A) You can generate a Picklist for a single customer by a single transaction. You can also generate the Picklist that includes all of the items from multiple transactions made by one customer.
B) You can generate a Picklist for all unpicked orders which will be organized by the customer. The system will combine purchases from the same customer onto one section of the master Picklist for each customer. 

Follow the steps outlined below to generate the Picklist of your choice. 

A. Single Customer Picklist:

1. Select an order from the "Ongoing Sales" ticket table or from the point of sale ticket table
2. Select the "Other Actions" button. This will give you multiple options. "Edit Picklist" will generate a digital version of the picklist with a check box next to each item on your screen. You should click this box as you gather each item to confirm that it has been gathered. This way the system will not generate the list for this item again. The other option is "Print Picklist". This option will generate a PDF that you can print on any standard printer.
3. Either option will first prompt you to select if you want to see all items from this customer or just the items on this order. Either option will generate a Picklist.

B. Entire sale Picklist:

1. Navigate to the Point of Sale by selecting the shopping cart icon from the Sale Dashboard. 
2. Select the "Other Actions" button. This will give you multiple options. "Edit Picklist" will generate a digital version of the picklist with a check box next to each item on your screen. You should click this box as you gather each item to confirm that it has been gathered. This way the system will not generate the list for this item again. The other option is to "Print Picklist". This option will generate a PDF that you can print on any standard printer. 

   

   NOTE: The printable Picklist is currently limited to 140 items. You will receive an error if this is the case. You will need to pint the print list per customer by following the steps outlined in option A) above. 
3. Either option will first prompt you to select if you want to see all items from this customer or just the items on this order. Either option will generate a Picklist.