Picklist Parameters

When you create a picklist for shipping, you have various parameters for selecting the items you want to add to this picklist.
By combining these parameters, you can create specific picklists according to your needs.

Orders

Order Location: Define the location for picklist creation. Only customer orders of the selected location are considered.

pixi Order Nr.: Generate a picklist covering one particular order by simply entering the corresponding order number.

Items per Package Min/Max: Generate a picklist set to a selected minimum/maximum number of items (e.g. in order to fit orders a given size of packaging cartons) by entering your preferred minimum/maximum number of items. Orders with less/more items than defined won't be factored into picklist generation.

Number of Orders Min/Max: With this parameter you can define the minimum/maximum number of orders that should be available on each picklist before it is even created and can be used.

Max. Number of Picklists: With this parameter you can define the number of picklists that should be generated with this set of picklist parameters. Have a look at the example scenarios below.
Please note that when creating multiple picklists for the same profile/set of parameters using a certain box range, the database setting Picklist - Overlapping boxes will be ignored resulting in several picklists being created for the same box range.

Order Weight (kg) From/To: Limit picklists to include only orders within a chosen weight range. pixi calculates the freight weight of shipping packages, if the item info carries a weight attribute.

Order Volume (l) From/To: Limit picklists to include only orders within a chosen volume range. pixi calculates the volume of items, if the item info carries information about height, length and width.

Country Group: Limit your picklist to specific countries (or country groupings). In this case, only items ordered by customers with a shipping address based in selected country grouping are factored into the picklist generation.
Country groups are set up in the pixi Control Center. If there are no country groups defined, this list remains empty. Contact your pixi Administrator should this be the case.

Shipping Vendors: You have the option to select a single or several different shipping vendors for the delivery of your packages. Orders containing items which can't be shipped using selected shipping service providers are not added to the picklist.
If a newly created shipping vendor should be considered in a picklist profile, it needs to be manually added to all the profiles.

Shops: You have the option to exclude one or several shops from picklist generation. Shops that should be considered on picklist creation can be added to the list. The list displays the shop ID sourced from the pixi Control Center > Table Shops.
If a newly created shop should be considered in a picklist profile, it needs to be manually added to all the profiles.

Payment Types: You have the option to exclude one or more payment methods from picklist generation. Payment types that should be considered on picklist creation can be added to the list. The list displays the payment type name sourced from the pixi Control Center > Table Payment Types.
If a newly created payment type should be considered in a picklist profile, it needs to be manually added to all the profiles.

Before (previously Older as (incl.)): To limit a picklist to orders and their items recorded by the system a certain time ago, click into the particular checkbox and enter the required date. More recent orders won't be part of this picklist. In this case pixi won't save the actual date but a value depending on the current date. This ensures the picklist parameter to check the same period if you create the picklist on another day.
Example: The parameter is set to 22.07.2019 on 24.07.2019 - pixi saves "-2" to the database instead. If you create the picklist on 25.07.2019, the parameter contains 23.07.2017 (25.07.2017 minus 2 days).

After (previously Younger as (incl.)): To limit a picklist to orders and their items recorded by the system after a certain date, click into the particular checkbox and enter the required date. Orders recorded previously won't be part of this picklist. Also, in this case, pixi doesn't save a date but a value. Please check the "Before:" parameter to see an example.

Exclude orders with single item: To exclude orders consisting of one item only from the picklist, activate the checkbox in question. You can process such orders using the 1-Scan-Shipping feature. This setting is only visible with 1-Scan-Shipping™ activated.

Include customer and orders with shipping lock: It's possible to block a customer or an individual order for shipping. Should you still want to take blocked customers or orders into account, mark this particular checkbox.

Disable picklist split in case of batch management: When enabled, all items are consolidated into a single picklist, even if the items are located in multiple bins. If this parameter is disabled (the default setting), the system will continue to split the picklist by bin when items with batch data are stored across multiple bins.
Attention! To ensure correct stock reduction during scan-in, it is important to follow the correct procedure:

• Using transport bins: If the “Disable picklist splitting in batch management” parameter is enabled, it is essential to use transport bins or the Pick-to-Box program for correct stock reduction during scan-in. This is necessary in order to track exactly from which bin the items were picked.

• Handling picklists: If the picklist is not split and the standard picklist process is used, the pixi will not be able to determine the exact bin from which an item was picked. In such cases, pixi reduces the stock according to the FIFO (First-In, First-Out) method.

• Troubleshooting missing items: If items are missing during scan-in, each bin must be checked individually and a troubleshooting process performed to resolve any discrepancies in the inventory.

Enable option Box Physically Full for Pick to Box: When a box is full, you can mark it as full in pixi Mobile. Afterwards, you can use a suggested new box and continue picking. More information.

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Box Range

Only for used boxes: You can generate a picklist for boxes already containing picked items which had no invoice generated and haven't been shipped yet. In addition, you can specify a range of used boxes as required.

Boxes: You can select which boxes are to be processed for shipping:

• Express and Normal: includes all orders

• Normal: includes only orders without shipping date information

• Express: includes only orders with shipping date info

Box from/to: You can specify in which box range the orders should be placed. You can define the "From:" as well as the "To:" value. Considering the value from "Number of Orders Max" the value under "To:" is automatically determined and entered. However, you can still manually overwrite it. With this setting, it is possible to control which box range is available for a shipping station.

• The number of orders is 5; you have set up boxes 1, 2, 3, 5, 6, 7, 8, 9, 10 (4 is missing) and you enter the value under "From" to 1, then the value for the filed "to:" is automatically set to 6 - pixi takes into account the missing box 4.

• Example using 32 configured boxes (1 - 32):

  • Shipping station A (over-sized items): Number of orders 2 - boxes 1 and 2

  • Shipping station B (regular items): Number of orders 15 - boxes 3 to 17

  • Shipping station C ((regular items): Number of orders 15 - boxes 18 to 32

Ship On Date until: Select a date by which orders with a shipping date should be taken into account. A date can only be selected if the selection Express and Normal or Express was made under Boxes.

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Order Lines

Only for Category: Only orders consisting of items from specified category are added to the picklist. Orders with line items from other categories are not processed for shipping.
To include order lines for shipping from the specified category, but also orders consisting of other items, you have to activate partial delivery.

Exclude Category: Only orders consisting of items other than the specified item category are added to the picklist. Orders consisting of items from specified category are excluded from the shipping processing.
To ship orders consisting of items from the specified category and also other categories, you'll have to activate partial delivery.

ANG Date From/To: You can limit the picklist to order lines with ANG date (order accepted/released) in the period selected. However, pixi does not save the actual dates, but converts them into a time span of X days.
Example:

• Today is the 18.07.2019.

• You set From: to 10.07.2019 and To: to 14.07.2019.
  This corresponds to a time frame of 5 days.

pixi saves a -8 for the From: value (18.07. minus 10.07.) and a -4 for the To: value (18.07. minus 14.07.) in this case.

If you have saved the picklist as a profile and open the profile on the next day, the previously defined time frame is taken and the values are automatically adjusted - From: now contains the 11.07.2019 (19.07. minus 8 days) and To: contains the 15.07.2019 (19.07. minus 4 days).

Min. Nr. of Days for which BBD is valid: Using this parameter, you can omit items from picklist generation whose BBD/minimum shelf life (MSL) is reached in less than x days.

See also: BBD- and batch management - Picklist generation

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Tags

Item Tags

Each item is allocated a Tag in order to identify and group the items (e.g. food products or clothing). Each item can be allocated more than one Tag. Use this option to generate picklists limited to item Tags.

All items with selected tag(s): All order lines need to meet the selected requirement for the order to be added to the picklist.

At least one item with selected tag(s): Using this parameter, all orders containing at least one item that meets selected requirement are added to the picklist.

Combine Tags in different ways (OR, AND, NOT):

• Assigned Tags (OR): To add items which were allocated at least the one selected Tag

• Assigned Tags (AND): To add items with the selected Tag and one or more other selected Tags

• Assigned Tags (NOT): To add items which were not allocated the selected Tag

See also: Manage Tags

Order Tags

Warning: These parameters are only taken into account when creating a picklist from pixi Web or when using the picklist sequences! They will be ignored if a picklist is created from the desktop application.

Use order tags to create picklists for a group of orders that share the same properties. Identical to items, you can combine order tags in different ways:

• Assigned Tags (NOT): Create picklists for orders that do not have the tags from this list assigned

• Assigned Tags (OR): Create picklists for orders that have at least one of the tags that are listed here

• Assigned Tags (AND): Create picklists for only orders with the tags from this list

Precedence Rules

• NOT always takes precedence, pixi excludes any order with tags in the NOT list.

• If the same tag appears in both NOT and OR/AND, the order is excluded.

• Empty tag lists are ignored, and filtering is bypassed.

• pixi checks the tags in a specific order when deciding which orders to add:
  

The Exclude (NOT) list is checked first and overrides everything else. If NOT is not present, pixi adds orders that match the Include Any (OR) list, and finally keeps only those that satisfy the Include All (AND) list.

Examples

Example for Scenario 4

Let's say you have the following orders. This is how orders with tags in NOT = 1, OR = 2, 3,
AND = 4, 5 would behave when generating the picklist:

Order	Tags	Step 1: Has Tag 1?	Step 2: Has Tag 2 or 3?	Step 3: Has Tag 4 & 5?	Final Result on Picklist
Order A	1, 2, 4, 5	Excluded	(not evaluated)	(not evaluated)	EXCLUDED
Order B	4, 5, 6	Kept	Excluded	(not evaluated)	EXCLUDED
Order C	2, 4, 6	Kept	Kept	Excluded	EXCLUDED
Order D	2, 4, 5	Kept	Kept	Kept	INCLUDED
Order E	3, 4, 5, 6	Kept	Kept	Kept	INCLUDED

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Partial Delivery

The activation of partial deliveries for shipping is optional. This option can be used in combination with other parameters.

Include partial orders: Select this option, if items are out of stock or you exclude selected items from shipping using picklists parameters. This way, you can ship the available or the required items of orders which contain additional order lines at the same time.

For example: You generate a picklist using the options partial delivery and category > T-Shirts to add all order lines matching these criteria to the picklist. Orders containing further order lines will be shipped in form of partial deliveries (it's T-shirts only that are shipped, all other items are excluded from the process).

Include partial quantities: Select this option, if you want to ship partial quantities of individual order lines. If the item quantity ordered is only partially available, you can trigger the shipment of the available quantity currently in stock.

For example: Assuming you deal with an order line in a quantity of four items, but only a quantity of two is in stock; the two available items will be added to the picklist and processed for shipping. The remaining two items will be processed on arrival of the respective supplier order at goods receipt.

Value of available items: You can specify the value of items in storage which are available to be shipped. The order is added to the picklist, if the partial delivery's value equals or exceeds the specified minimum order value.

For example: There is a minimum value of 3 Euros for items to be processed for shipping. The order won't be added in form of a partial delivery to the picklist, if the value of the available items falls short of the specified value.

Value of not available items: You can specify the value of items which are not available to be shipped. The available order lines of an order are added to the picklist, if the partial delivery's value of the not available items equals or exceeds the specified minimum order value.

For example: There is a minimum value of 4 Euros for items that cannot be shipped. The order won't be added in form of a partial delivery to the picklist, if the value of the not available items falls short of the specified value.

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Stock Parameters

Pick from all locations: Only order lines from the selected location in Order Location are added to the picklist. If you enable this checkbox, stock from all locations is considered and items can be picked from other locations.
The database setting Picklist - Show Bins from all locations (pixi Control Center > Database Settings > Shipping) needs to be enabled to be able to activate the checkbox.

Bins From/To: Limit the picklist to selected storage bins. Enter the names of the bins.

Bin Groups: Combine storage bins into groups, in order to facilitate localization and identification of your storage areas within the warehouse. Use this option to limit the picklist to selected bin groups. Select as needed. If no group was selected, all groups are considered for picklist creation.
Manage your storage bin groups individually in the pixi Control Center. Get in touch with pixi Support, if you want to allocate storage bins to a specific group.
Once the bin groups are allocated, the picklist will be displayed as per following hierarchy:

• Bin group (ascending by name)

• Sort number

Bin Sorting

• Sorting number: The picklist is arranged according to sorting numbers (ascending) to optimize the picking path in the storage area.

• Oldest item: The picklist is sorted according to pick the oldest available items in storage.

See also: Examples, Configuration of storage locations and shipping boxes

Comment

Optionally, you can add a description or comment to the picklist. It is displayed in the picklist overview in pixi Web as well as pixi Mobile.

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Other options that affect picklist generation

"Ship now" functionality

Partial deliveries can be triggered for customer orders using the functionality in pixi Customer Service > Orders tab.

If enabled, the order is considered to be completely available with all the items being currently on stock. Items that are not available are ignored - you can ship, what's there at the time.
This means to ship such orders, the Partial Delivery parameters do not have to be enabled. In case the specified parameters apply to the order, it is put to the picklist. Of course, only order lines with sufficient stock will be affected.

Full Orders vs. Partial Orders with Ship now

Although orders with Ship now being enabled will be put to the picklist, they do have lower priority as full orders (if reservations are not enabled!).
This means that pixi first checks for full orders, puts them on he picklist and afterwards pixi checks for orders with Ship now that could be shipped and then puts them on the picklist. It could happen that several picklists need to be created before "Ship now orders" will be on the picklist.

If reservations are enabled, both "order types" (full & Ship now) have the same priority. There, they will be put to the picklist using the FIFO principle.

Orders with Bundles

If the functionality has been activated for an order that contains bundle items, bundles will also be added to the pick list if these are only partially available.

! The function has a higher priority than the database setting Ship complete bundles only (pixi Control Center > Database Settings > Shipping), which is why the setting is not taken into account in this case. pixi sends what can currently be sent.

Orders with Items on different Bin Groups

However, there can be certain cases where the order does not come to picklist although the containing items are in stock and available for the picklist. The specified picklist parameters need to be checked in this case.

An example

Order ("Ship Now" enabled):

Picklist profile used for picklist generation:

• Name: Only Jackets

• Bin Groups: Jackets - nothing else!

• there are no other restrictions - the profile is specified to check orders from all shops, payment types, shipping vendors, etc.

Using the picklist profile "Only Jackets" the order does not come to picklist. Why?

Not all available items are in stock for bins that belong to the "Jackets" bin group. Only item "Jacket A" is available in the "Jackets" bin group.
Shoe B, which is also available in general, is only available in bin group "Only Shoes" which is not considered in the used picklist profile. As the picklist would therefore only contain one of the two available items of the example order, the whole order won't be put to the picklist.

This was done to prevent sending several packages for items that could have been sent in one package as they are available at the same time.

If you are working with picklist profiles for specific bin groups, you need to consider this logic - a picklist over several/all bin groups has to be created after the bin-group-specific picking to get such orders on picklist. This logic is the same for complete orders.

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Example of parameter application

Application example of the Tags parameter

For better identification or grouping of specific items, you can provide these items with one or more tags, e.g. bulky goods or chilled food.

To limit a picklist to items with specific Tags, you can use the Tags option in the picklist parameters. You can find this parameter under the parameter group order lines. You can create different combinations of tags with OR, AND, and NOT.

Partial delivery activated:

If you now create a picklist for the TAG "Clothing":

• OR: the items of orders 100 and 200 are added to the picklist; order 100 is partially shipped (partial delivery of t-shirts).

• AND: the items of orders 100 and 200 are added to the picklist.

• NOT: the items of orders 100 and 300 are added to the picklist; order 100 is partially shipped (partial delivery of the printer).

Partial delivery not activated:

If you generate a picklist for the Tag "Clothing":

• OR: only the items of order 200 are added to picklist.

• AND: only the items of order 200 are added to picklist.

• NOT: only the items of order 300 are added to picklist.

If you create a picklist using the Tag "Clothing" (OR) and the Tag "Shoes" (AND), then the items of order 200 are added to picklist.

Application example of the bin groups parameter

Bins can be assigned to bin groups to help identification and positioning of specific storage locations within your warehouse. To limit a picklist to specific bin groups simply use the option Bin groups in picklist options in parameter category Stock. Select the bin group(s) in question and generate the picklist as usual.

Partial delivery activated:

If you create a picklist for the bin group "Cooling Range", then the items of orders 100 and 300 are added to picklist (partial delivery of order 100).

Partial delivery not activated:

If you create a picklist for the bin group "Cooling Range", then only the items of order 300 are added to picklist.

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