Advance Stock Management Part II: Pick List

In ERPNext, pick list is a great way to automate the warehouse selection for items at the time of outbound logistic and Order Fulfillment.

 · 2 min read

Introduction

Efficient warehouse management is the backbone of any supply chain operation. ERPNext's Pick List feature revolutionizes the process by automating warehouse selection for items during delivery or stock transfers.

Just as the Put away rule optimizes inbound stock allocation, the Pick List simplifies outbound logistics, ensuring seamless order fulfillment.


The Challenge in Manual Stock Selection

Imagine receiving a sales order for Item A (50 units) and Item B (69 units). Traditionally, a delivery manager would need to sift through stock reports to identify warehouses with sufficient inventory to fulfill the order. This manual process is time-consuming, prone to errors, and detracts from operational efficiency.

Enter ERPNext's Pick List, a tool designed to automate this task, sparing managers from manual effort and ensuring precise warehouse selection.


How the Pick List Works

Let’s dive into the process using the example above to understand how the Pick List feature streamlines operations:


1: Sales Order

A Sales Order is created in ERPNext for:

  1. Item A: 50 units
  2. Item B: 69 units

This serves as the starting point for the Pick List generation.


Screenshot of Sales Order in ERPNext.


1.1: Stock Levels:

We can see the current stock levels of these items.

Screenshot of Stock Balance Report in ERPNext.


3: Generating the Pick List

When the Pick List is created from the Sales Order, ERPNext intelligently suggests stock locations to fulfill the order. These recommendations ensure optimal stock utilization and minimize picking time.

For our example:


Screenshot of Pick list generated from sales order in ERPNext.


4: Creating the Delivery Note

Once the Pick List is finalized, the system facilitates the creation of a Delivery Note, linking the stock picked to the Sales Order. This ensures traceability and accuracy in order processing.


Screenshot of Delivery Note generated from Pick List in ERPNext.


Key Benefits of the Pick List Feature

  1. Automation: Eliminates the need for manual stock selection, reducing errors.
  2. Efficiency: Saves time by streamlining warehouse operations.
  3. Optimized Inventory Usage: Ensures stock is utilized from the most appropriate locations.
  4. Seamless Integration: Works seamlessly with Sales Orders, Delivery Notes, and stock reports in ERPNext.
  5. Scalability: Handles complex orders across multiple warehouses, making it ideal for growing businesses.


Conclusion:

The Pick List feature exemplifies how ERPNext simplifies warehouse management, improving accuracy and efficiency in order fulfillment. Whether managing a single warehouse or a complex distribution network, the Pick List ensures your inventory operations are always a step ahead.

Experience the power of automation with ERPNext's Pick List feature and elevate your warehouse management to new heights.

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RA
Rizwan Ahmed

Certified ERPNext Functional Consultant

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