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The Picking module guides associates through fulfilling work orders as optimized trips — claiming a batch of orders, picking each item into a cart bin (Parts/Uniforms) or onto a pallet (LTL), and staging the result for packing.

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Page Overview

• Access this page from: Main Menu > Picking.

  

• The picking workflow is broken down into a multi-step stepper designed for mobile devices, but will work on desktops:

  1. Picking Queue/Dashboard: View available trips and claim one.
  2. Claim & equipment: Review the trip, claim it, and scan your cart or forklift.
  3. Pick: For each pick, confirm the item, enter the quantity, then scan the bin (or place on the pallet).
  4. Completion & Handoff: Stage completed units for packing.

Picking Steps

Step-by-step with screenshots

View and select picks from queue

View summary, claim the pick(s), and scan cart to use for picking

Scan location, item, confirm quantity, scan bin, and confirm to continue (per pick)

Choose how you want to continue

Once finished, stage equipment for packing

Detailed steps

1️⃣ Pick Queue

The queue shows the trips available for your active warehouse — a trip is a batch of work orders picked together.

• Trip batches: Orders are grouped into trips (by default up to ~20 orders, set per warehouse), so you pick for several orders in one path.
• Sections: Trips appear under Priority (Will-Call & Hot-Shot), Today, and Future, with your Active trip on top. Future hides while Today has work.
• Filters: Filter by type (Parts / LTL / Uniforms) and zone.
• Permissions & locking: LTL trips show only if you have the forklift-operator permission. You work one trip at a time; a claimed trip leaves other pickers' queues.

2️⃣ Claim & Equipment

Opening a trip shows a Trip Summary with collapsible Orders and Zones cards. Tap Claim to take the trip, then scan your equipment.

• Parts / Uniforms: Scan a Cart. If the trip needs more bins than the cart has, you'll see a reminder.
• LTL: Scan a Forklift or pallet jack (requires the forklift-operator permission).
• Held for the trip: Your equipment stays assigned to you until you finish or tap Release Trip.

3️⃣ Fulfillment Workflow

Into bins (Parts & Uniforms)

You pick for several orders at once, following the directed path through the zones.

• Four cards per pick: Item (verify the directed item at its location) → Quantity (enter the amount) → Bin (scan a cart bin) → Confirm.
• Recommended bin: A bin is recommended for each pick, and all items for the same order go to the same bin.
• Progress: A progress card shows how many of the trip's picks are complete.

Onto pallets (LTL)

Pallet fulfillment is optimized for forklift operators.

• Pick onto the pallet: Pick items onto your pallet as you work through the trip.
• Stage the pallet: On the last pick, scan an empty staging slot in a packing zone; the pallet is assigned there for shipping. (No label is printed during picking.)

4️⃣ Shorts & Exceptions

If you can't pick the full quantity, you record it at the Quantity step.

• Short or Zero: Use Confirm Short (less than needed) or Confirm Zero (none available); both open the exception drawer.
• Reasons: Damaged Product, Quantity Mismatch, Location Inaccessible, Safety Issue. Damaged items are moved to a Non-Compliance slot.
• What happens next: The pick is split so the remainder can be filled from a secondary location; if none exists, the pick is cancelled and completed by a warehouse transfer or supplier order.

5️⃣ Completion & Handoff

When every pick is done, an All Picks Complete panel appears.

• Assign me more picks: Claim another trip's picks without leaving the flow (when more work is available).
• Finish & stage units (Parts/Uniforms): Scan a packing-zone location to stage your cart for packing.
• LTL: The pallet is already staged from the last pick's staging-slot scan.
• Take me back: Finishing releases your equipment and returns you to the queue.

:lightbulb: User Insights

• Priority trips: Will-Call and Hot-Shot orders are set by management and jump to the top of the queue (managed on their own screens).
• One trip at a time: Finish, stage, or release your current trip before starting another.

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Can’t find what you’re looking for or need help?

Contact [email protected] and let us know what is going on. We’re happy to help and will respond as soon as possible.

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Firebend - 2026