Pick & Pack Operations

This document outlines two efficient methods for warehouse staff to perform batch picking and dispatch using barcode scanning technology. Designed for clarity and operational efficiency, this guide supports scalable logistics management in Australian warehousing environments.

🔍 Overview: Outbound Picking with Barcode Scanning

Once a sales order is confirmed, the system automatically generates a corresponding delivery note. Warehouse personnel can then execute batch picking across multiple delivery notes to improve efficiency and reduce processing time.

There are two primary approaches to batch picking:

✅ Method 1: Pick First, Pack Later

Ideal when handling a high volume of delivery notes. Staff pick all items first and consolidate them at a packing station for final packaging.

✅ Method 2: Pick & Pack On-the-Go

Staff carry shipping parcels while picking. Each item is scanned and placed directly into its designated parcel during the picking process — combining picking and packing into one seamless workflow.

⚠️ Note: This method requires handheld scanning devices and is best suited for moderate order volumes due to the physical handling of multiple parcels.

📌 Tip: Choose Method 2 only if your team can comfortably manage the number of parcels involved. For large batches, Method 1 remains more practical.

🛠️ Method 1: Pick First, Then Pack

Step 1: Create a Batch Picking List

1. Navigate to the relevant menu in the warehouse management system.
   a.
2. Click New button.
3. 1. 
4. Enter basic information for the batch (e.g., picker name, date, warehouse zone).
5. 1. Enter the person in charge of picking at position 1.
   2. Select the operation type at position 2.
   3. Fill in the picking date at position 3.
   4. Choose the sorting method at position 4. By default, items are sorted by product name, so identical products will be grouped together.
   5. Click position 5 to pop up the delivery note selection dialog box.
6. Select the delivery notes to include in this batch.
   
7. Click Confirm to finalise the batch picking list.
8. Check inventory availability:
   • If the Check Availability button appears, it indicates insufficient stock at certain locations.
   • Replenish stock in the system before proceeding.
     
   • After restocking, click Check Availability again — available quantity should now show as 1 or higher.

     

Step 2: Execute Picking in the Warehouse

1. Print the batch picking list for physical use.
   
2. The picker takes the printed list and visits each storage location to collect items.Position 1 in the figure represents the storage location for picking.
   

🔧 Best Practice Tip:

Organise picked items by storage location in separate totes or bins. Label each tote with the corresponding location barcode to streamline the packing stage later.

Step 3: Packing & Dispatch Verification

Once all items are collected:

1. Return to the packing workstation and open the relevant menu.
   
2. Stay on this screen and connect a barcode scanner.
   
3. Scan the batch picking list barcode — the system will auto-load the associated delivery notes.
   
4. Prepare one shipping parcel per delivery note. As items are scanned, place them into their respective parcel.
5. Open the batch picking list interface and follow the on-screen instructions.
   
6. 1. Operation prompt at position 1: Scan the location barcode.
   2. Scan the barcode corresponding to the location at position 2.
7. Pick up a tote, then scan the location barcode attached to it.
8. • After scanning the location barcode, the product variants in the picking list that belong to this location will be highlighted at the top, as shown at position 1 in the figure.
   • Continue following the prompt at position 2 in the figure, and scan the barcodes of the product variants located at this storage position.
9. Remove each item from the tote, scan its product barcode:
   • Each successful scan increases the count by 1.
   • Place the scanned item into the correct delivery parcel.
     
10. Repeat the process for each tote:
    • Scan location barcode
    • Scan products
    • Load into correct parcel
11. Once all items from all totes are scanned:
    • If quantities match the batch list, scan the Validate barcode at the workstation to finalise.
    • This action:
      • Completes all linked delivery notes
      • Deducts inventory from the relevant locations
      • Marks products as dispatched
      • • 
        • 

✅ At this point, you may proceed to arrange courier pickup or handover.

Step 4: Final Dispatch & Courier Integration

1. Return to the Warehousing menu.
   
2. Access the Delivery Notes List.Click the delivery note to complete the outbound process.
   
3. Initiate Courier Dispatch for completed orders.
   
4. Print the e-waybill / shipping label and affix it securely to the corresponding parcel.
   

📦 Your order is now ready for collection or delivery.

📱 Method 2: Mobile Pick & Pack (Handheld Device Required)

Step 1: Create Batch Picking List

Refer to Method 1, Step 1 above.

Step 2: Execute Mobile Picking

1. Prepare shipping parcels for each delivery note in the batch.
2. On the handheld device, open the Barcode app and navigate to the target batch picking list.
3. 1. 
   2. 
4. Proceed to the product’s storage location and scan the location barcode.
   
5. Retrieve the item, scan its product barcode, and place it directly into the correct shipping parcel.
   

🔁 Repeat Step 4 until all items across all delivery notes are picked.

1. Once complete, perform the Validate action on the handheld device to finalise the batch.

✅ This completes the dispatch process — inventory is automatically updated, and delivery notes are marked as fulfilled.

📌 Summary: Choosing the Right Method

Feature	Method 1 (Pick → Pack)	Method 2 (Pick & Pack On-the-Go)
Best For	High-volume orders	Moderate-volume, agile teams
Equipment Needed	Printer, scanner, workstation	Handheld scanner only
Space Efficiency	Requires packing station	Reduces need for staging area
Training Level	Basic	Intermediate
Speed	High (batched)	Fast per order, slower in bulk