Schedule sale order picking
Cin7 Core WMS can be configured to either have all sale orders awaiting picking available to pick via the app, or only those orders that have been scheduled for picking ahead of time. You can also select the maximum number of orders to pick per round and set a picker or pickers from your registered users. Sale order picking only applies to picking via the WMS app and does not affect sale orders that are not picked through the app. This is a Standard WMS feature and available to all users.
Before you start
User permission Fulfillment - Can Schedule for picking must be enabled for scheduler.
Configure scheduled picking
Enable scheduled picking in the Cin7 Core WMS settings:
Go to Integrations > Cin7 Core WMS.
Set Sale order picking scheduled to Scheduled — if set to All, any number of orders ready for picking can be picked.
Set the Number of orders per pick. Up to this number of scheduled orders may be picked per round. If more orders are scheduled, multiple rounds are required. Enter an integer greater than 0.
Scheduled picking does not automate picking, packing, or shipping in WMS. It controls which orders can be picked.
Schedule orders for picking
Once sale order picking has been enabled, users with the Fulfillment - Can Schedule for picking permission can schedule orders for picking. This feature will only be available if you have selected scheduled picking in the WMS settings.
Go to Sales → Sales and select Fulfillment.
Select either the Ready for partial pick, Ready to pick, or Ready to start pick filter.
Select the sales order you want to pick. The Picking button will appear when you select a filter and sales orders.
Select Picking → Schedule for Picking. This will make these orders available for picking in the WMS app. The date and time that the order was made available for picking will now be displayed in the Selected for Picking column.
Select Picking → Clear Pick Schedule to remove orders from the picking schedule. They will no longer be able to be selected for picking from the WMS app and the entry in the Selected for Picking column will be deleted.
Set picker
Once sale order picking has been enabled, you can set a picker from your registered users. This feature will only be available if you have selected scheduled picking in the WMS settings. Setting a picker is independent of scheduling an order for picking - clearing the picking schedule will not remove a set picker.
Go to Sales → Sales and select Fulfillment.
Select either the Ready for partial pick, Ready to pick, or Ready to start pick filter.
Select Picking → Schedule for Picking. This will make these orders available for picking in the WMS app. The date and time that the order was made available for picking will now be displayed in the Selected for Picking column.
Select Picking → Set Picker. This will open a popup window. Select a picker from the dropdown list, or select Any Picker to clear picker selection.
Click Continue to set the picker and return to the sales screen.
The Picker column in Fulfillment tab is not visible by default. You will need to click the Settings icon (gear) to open available columns and check Picker to make that column visible.