Pick tickets can be generated once you confirm an order. Depending on your settings, they can be created manually or automatically.
Creating Pick Tickets Manually
To create a pick ticket for a confirmed sales order, first, open it by navigating to Order Management >> Sales Orders.
On the sales order page, click the Create button and select Pick Tickets. Alternatively, just the Create Pick Ticket button.
Select the products you want to add to the pick ticket, together with their quantities. This means you can do partial picking by selecting some of the products and your desired quantity. Only ensure it doesn't exceed the "Remaining to pick" quantity.
Finally, select the status of the order, which could be Confirmed or Draft. If set to confirmed, you will be able to instantly pack and ship the order. The reverse applies if set to Draft.
Creating a Pick Ticket Automatically
One of the beauties of using Uphance as an inventory management solution is that it gives you the option to create a pick ticket automatically every time you create a new Sales Order. To have Uphance create Pick Tickets automatically:
Navigate to the Settings menu
Select Channel & Currencies from the Settings menu
Click the Edit icon (pencil) next to the Channel you would like Pick Tickets created automatically for
Scroll down a bit and click the checkbox next to "Create pick ticket automatically"
Creating Pick Tickets Only When There's Enough Stock
Would you like to create pick tickets automatically only when there's sufficient stock to cover an order? Well, you can!
To do so, open the channel through which you fulfill orders. Then enable automatic pick ticket creation, and click the Automatic pick ticket creation only when enough stock checkbox.
Note: This feature can only work if you enable automatic pick ticket creation.
How to Edit a Pick Ticket
You can continue to edit your pick ticket until you decide to convert it into a shipment. (Note: You will only be able to edit or create a Pick Ticket AFTER you have confirmed the Sale).
To edit a pick ticket, navigate to Warehouse Management >> Pick & Pack, and select the pick ticket you wish to edit.
To edit individual line items, click on the "edit icon" (pencil) at the end of each row to modify the quantities.
How to Enable Scanning for Pick Tickets
Enabling scanning for pick tickets allows you to pack and ship faster with fewer errors. To enable scanning, open any pick ticket, click the Pack and Ship button, and, finally, click the scan toggle button as demonstrated below:
Printing Delivery Notes and Commercial Invoices
Use the "Documents" drop-down on the pick ticket or shipment to generate a delivery note/packing slip or a Commercial Invoice for the shipment.
NOTE: In order to get images on the Delivery Note, you will need to "check" the box under Settings>Paperwork to put images on the delivery notes:
Printing Pick Tickets in Bulk
If you have many pick tickets you wish to print at once, you can easily do so with a few clicks of the button. To do so, select the pick tickets you wish to print, click the Print button, and select Pick Tickets. The Pick Tickets will be downloaded as a PDF.
How to Convert a Pick Ticket to a Shipment
To convert a pick ticket into a shipment, all you have to do is to ship it by clicking the Pack & Ship button. Be sure to enter the correct product and quantities you wish to ship.
Once you ship a pick ticket, it will be moved from the Pick & Pack page to Shipments:
How to Add a Brand Column To the Pick and Ship Page
By default, the brand column doesn't appear on the pick and ship page. To add it, follow the steps illustrated below:
Filtering Shipments Based On Dates
You can easily filter out shipments based on dates. This feature will come in handy when you are looking to find all the shipments you made between, say, January and March.
To filter, open the shipment page and input a date range. The system will filter out all shipments made between those dates.
Note: Shipment filtering is done based on when products were shipped not when the shipment was created.
Case in point: Have a look at the shipment below. Even though it was created in November 2023, it wasn't shipped until January 2024. When filtering shipments based on dates, the system will use the latter.
Undoing a Shipment
If you need to revert a shipment back to the pick ticket, you can do so by clicking the "Unship ↩" link at the bottom corner of the shipment.
Inventory will increase accordingly and you will be presented with the unshipped and editable pick ticket.
How to Export Tracking Numbers for Orders Shipped
To export tracking numbers for orders shipped within a given time period, open the Shipment page, filter the shipments by date (optional) and download the Excel/CSV file.
Open the downloaded file and looking the Tracking Number column:
How To Export a Pick Ticket
Uphance offers several options for exporting your Pick Tickets to your logistics provider. You can export them as CSV, Excel, or PDF.
To export as CSV or Excel, click the Actions button. Then select your preferred export format.
But if you wish to download it as PDF instead, click the Print button instead followed by Pick ticket.
Creating Codes for Packing Boxes
Remembering box dimensions every time can slow down your warehouse operations. To solve this, we’ve introduced a feature where you can configure box size, weight, and code under settings. Your team can now select the box code, and the system will automatically fill in the dimensions and weight, streamlining the packing process.
To create the packing box code, navigate to Settings >> Inventory >> Packing Boxes. Next, click the + icon to add a new code. After that, input the dimensions and weight of the box, and the system will automatically generate a code based on your input.
The newly generated box code can then be used when packing an order:
