Picking settings

The Picking group controls what happens after a pick list is completed, who may start picking a pick list, and what pickers see in the mobile picking app. Find them under Admin › Settings › Picking. For how levels and conditions work, see Settings; for picking see Pick lists and Picking on mobile.

Auto pack

Key	picking.auto_pack
Type	On/off
Default	Off
Conditions	Location
Account lookup	The order's account

Automatically pack orders when completing a pick list.

When on, every order on a pick list is packed automatically as soon as the pick list is completed, so there is no separate packing step. For each order Boxture:

• packs each picked container that holds only that order's items as its own parcel (or puts it inside the default packing material if it fits),
• packs the loose picked items into one parcel in the default packing material, if there is one.

The packing then continues as a normal pack: shipments are created or extended according to Add to open shipment, and Auto ship and label settings apply. If auto pack fails, completing the pick list fails with the reason.

Use it for operations where pickers pick straight into the shipping box, for example single-item orders or pallets.

Pending picking allowed

Key	picking.pending_picking_allowed
Type	On/off
Default	On
Conditions	Location
Account lookup	The account that owns the pick list's location (the current account in the mobile app menus)

Is picking of pending picklists allowed? If unchecked, picklists must be assigned before they can be picked.

A new pick list is pending until it is assigned to a picker.

• On: any picker can start a pending pick list. The mobile app shows the All pick lists and Fully pickable entries, and after finishing a pick list a picker is offered the next pending one.
• Off: a pick list can only be started once it has been assigned to a user (or is part of a pick list wave). Pickers only see their own assigned pick lists in the mobile app. Use this when a supervisor distributes the work.

See Pick list waves for assigning work in waves.

Display product description

Key	picking.display_product_description
Type	On/off
Default	Off
Conditions	Location
Account lookup	The account that owns the location

Show description in picking app.

When on, the mobile picking app shows the product's description under the product number and name on each pick line (if the product has a description). Useful when product names are not distinctive enough, for example for variants that only differ in colour or size.

Auto retire containers

Key	picking.auto_retire_containers
Type	On/off
Default	Off
Conditions	Location
Account lookup	The account that owns the pick list's location

Auto retire containers that are emptied while picking from them.

When a picker takes items out of a container (for example a carton or pallet in a bin location), the container may become empty. With this setting on, an empty container is retired automatically, so it no longer shows up in the bin location or in container lists. With it off, empty containers stay available and can be filled again.

Switch it on when containers are disposable (supplier cartons), leave it off when containers are reusable (crates, pallets that are tracked). See Containers.

Mobile picking options

Key	picking.mobile_picking_options
Type	Choice: Both, Pick All, Pick One
Default	Both
Conditions	None
Account lookup	The current account

picking options to display on mobile app

In the mobile picking app a picker swipes a pick line to reveal actions. This setting decides which pick actions appear:

Value	Actions shown
Both	Pick one and Pick all
Pick One	Only Pick one: every unit is picked separately.
Pick All	Only Pick all: the full quantity of the line is picked at once.

Use Pick One when every unit must be counted (or scanned) individually, and Pick All to speed up picking of bulk quantities.