A pick list tells warehouse staff which reserved stock to collect from the shelves for a sales order. You record how much was actually picked, then mark the list picked. The page says: "Pick lists are generated from reserved sales orders. Picking stages stock; the stock OUT happens at shipment."
Picking is optional. Stock does not move when you pick; on-hand and reserved quantities stay the same until a shipment posts. Use picking when you want a record of who gathered what before packing and shipping.
Who uses it: warehouse operators and managers in the order's warehouse.
Where to find it
| Screen | How to open it | URL |
|---|---|---|
| Pick list list | Sidebar Sales / Fulfillment → Picking (page title Pick Lists) | /inventory/pick-lists |
| Pick list detail | Click a pick number, or Create pick list on a sales order | /inventory/pick-lists/{id} |
You see the menu item when your plan includes sales fulfillment and your role has View sales orders & fulfillment. There is no New button: pick lists are always created from a sales order.
Screen tour
The pick list list
| Column | Meaning |
|---|---|
| Pick # | The pick list number, PICK-<order number>, for example PICK-SO-000032. Click to open. |
| Sales order | The internal number of the source order, shown as #15. |
| Warehouse | The internal number of the warehouse, shown as #3. |
| Status | Draft, Picking or Picked. |
Newest first; the 50 most recent are shown. No search, filters, bulk actions or export. Empty state: No pick lists — "Create a pick list from a reserved sales order."
The pick list detail page
| Area | What it shows |
|---|---|
| Header | Pick number and status badge. |
| Panel | Sales order (link #15 back to the order) and Warehouse (#3). |
| Lines table | One row per reserved line (serial items: one row per reserved serial). |
| Action bar | Save picks, Mark picked (until picked), then Create pack. |
| Column | Meaning |
|---|---|
| Item | Item internal number (#42). |
| Bin | The bin from the order line, or —. |
| Lot / Serial | "Lot #n" / "Serial #n" for reserved serials, or —. |
| Reserved | Quantity you may pick for this line. |
| Picked | Input box while the list is open; the saved figure once picked. |
Bin and lot are read-only here; only the picked quantity is entered.
Create a pick list
- Open a sales order with status Reserved or Partially reserved (Sales Orders).
- Click Create pick list. You see "Pick list created." and the new list opens with status Draft.
Only lines with reserved quantity are copied. Serial-tracked lines get one row per reserved serial with Reserved 1.
| Message | Cause |
|---|---|
| "Serial n already belongs to an active pick list." | That serial is already on another open pick list. |
| "You are not assigned to this warehouse." | The order's warehouse is outside your assignments. |
| An error on a second Create pick list for the same order | The number PICK-<order number> is already used. Open the existing pick list from Picking instead. |
Record picks
- Open the pick list.
- Type the quantity actually collected in Picked for each line.
- Click Save picks. You see "Picks saved." The first save moves the list from Draft to Picking.
You cannot pick more than reserved: "Cannot pick 60 for line 12: only 50 reserved." On other failures you see "The picks could not be saved."
Mark picked
- Save picks first. Mark picked uses the saved quantities, not unsaved figures in the boxes.
- Click Mark picked. The dialog Mark picked says: "This completes the current fulfillment step. Review the recorded quantities before continuing." Confirm with Mark picked.
- You see "Pick list marked picked." The list is locked.
What happens:
- Each sales order line's Picked quantity is set from this list.
- The order becomes Picked when every line's picked quantity reaches its ordered quantity, otherwise Partially picked.
- When SolaStock is connected to SolaCount, a Pick list completed event is recorded (no journal). Missing SolaCount matches block the step with a mapping review message.
If it fails you see "The pick list could not be marked picked." with the reason.
Create a pack
On a Picked list, click Create pack (needs Create packs & record packing). You see "Pack created." and the pack opens. See Packing.
Statuses and lifecycle
| Status | Meaning | Allows |
|---|---|---|
| Draft | Created, nothing saved yet. | Save picks, Mark picked |
| Picking | Picks saved at least once. | Save picks, Mark picked |
| Picked | Finished and locked. | Create pack |
There is no cancel or delete button for pick lists.
Permissions
| Role | View | Create pick list, save picks, mark picked | Create pack |
|---|---|---|---|
| Owner, SolaStock Administrator | All warehouses | Yes | Yes |
| Inventory Manager, Warehouse Manager, Warehouse Operator (scoped) | Assigned warehouses | Yes | Yes |
| Inventory Viewer (scoped) | Assigned warehouses | No | No |
| Custom role | View sales orders & fulfillment | Create pick lists & record picks | Create packs & record packing |
Pick lists for warehouses you are not assigned to are not listed and cannot be opened.
Worked examples
Example 1: pick a whole order
SO-000031 for Gulf Star Supermarkets LLC is Reserved: 50 cartons of Water 500ml x24 at Dubai Main.
- Omar Haddad clicks Create pick list →
PICK-SO-000031, Draft, one line Reserved 50. - He collects 50 cartons from bin A-03, enters Picked 50, Save picks → Picking.
- Mark picked → confirm → "Pick list marked picked." The order is Picked, Progress "Picked 50 / 50". Dubai Main still shows 50 cartons reserved on hand.
Example 2: short pick and serials
SO-000032 has 120 cartons of water and 2 scanners (serials BS200-0091, BS200-0092), all reserved.
- Create pick list → three lines: water Reserved 120; scanner Serial #91 Reserved 1; scanner Serial #92 Reserved 1.
- Omar finds 6 cartons damaged on the shelf. He enters water 114, scanners 1 and 1, and clicks Save picks.
- Mark picked. The order is Partially picked (water 114 of 120). He records the 6 damaged cartons as an adjustment and continues to packing with what was picked.
How it connects
- Source: Sales Orders (Reserved / Partially reserved).
- Next: Packing, or go straight to a shipment from the order.
- No stock movement and no change to Current Stock.
- SolaCount: Pick list completed event only; see SolaCount integration.
Tips and common problems
| Problem | Cause | Fix |
|---|---|---|
| Order shows Picked 0 after Mark picked | Quantities were typed but not saved. | Always click Save picks before Mark picked. A picked list cannot be reopened. |
| "Cannot pick … only … reserved." | Picked exceeds the reserved quantity. | Reserve more on the order first, or pick less. |
| Create pick list is missing on the order | The order is not reserved. | Reserve stock first. |
| Second pick list for the same order fails | The number PICK-<order> already exists. |
Use the existing pick list. |
| Create pack is greyed out | Your role lacks packing permission. | Ask an owner for Create packs & record packing. |
Items show as #42 |
This screen shows internal numbers. | Open the sales order (link) to see item names. |