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Pick List

Unlocking the Potential of Pick List for WooCommerce

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Congratulations on choosing Pick List for WooCommerce! Our order management system is tailored to your needs, ensuring a smoother and more efficient process. Start today to experience the benefits.

  • Effortless order picking:
    • Streamline your order fulfillment process by efficiently managing and picking orders, all within a few clicks.
  • Tailored order views:
    • Customize your order view to display the information that matters most to you, optimizing your workflow and enhancing productivity.
  • Real-time updates:
    • Stay informed with real-time updates on new orders and order-picking progress, ensuring you never miss a beat in managing your orders.
  • Enhanced productivity on mobile
    • Whether on your desktop or mobile device, Pick List provides a seamless and efficient user experience, allowing you to manage orders anytime, anywhere.
  • Customization to fit your needs:
    • By choosing Pick List, you’ve taken a significant step toward optimizing your order fulfillment process, boosting productivity, and ultimately delighting your customers.


NOTE: Starting in Pick List vs 2.4.3, barcode scanners can scan/pick items if set up in settings (integration).

Vendor documentation is found here!

Installation

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  1. Download the .zip file from your WooCommerce account.
  2. Go to WordPress Admin > Plugins > Add New to upload the file you downloaded with Choose File.
  3. Activate the extension.

More information at Install and Activate Plugins/Extensions.

Updating extensions

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These steps should help you update the Pick List extension on your website in a hassle-free manner.

  1. Log in to your WordPress Admin panel and go to WooCommerce > Extensions > WooCommerce Subscriptions (tab).
  2. Look for Pick List and check if it’s up-to-date. If not, update it to the latest version.
  3. If your website is not connected to WooCommerce, connect it using your WooCommerce login. Once connected, the list of your WooCommerce extensions will appear.

Setup and Configuration

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Orders (tab)

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The Order Tab settings allow you to customize how you view and manage orders, ensuring optimal efficiency in your order fulfillment process.

  • Orders per page:
    • Set the default number of orders you want on a single page. This setting controls the paging of the order list.
  • Default order statuses:
    • Choose the default order statuses you want to display in the Pick List order table. Use the control button to select multiple statuses for display.
  • Show orders in date range:
    • Filter the order table based on a specified date range (e.g., last three months) to view a more current range of orders.
  • Show company:
    • Enable this option to display the company information in the table and Pick Order tab, which is particularly useful for B2B customers.
  • Show role:
    • Similar to displaying the company, activate this option to showcase customer roles (e.g., VIP Customer) in the table and Pick Order tab.
  • Notifications – New orders:
    • Opt to receive notifications when new orders arrive, helping you stay informed and act promptly.
  • Notifications – Order pick:
    • Receive notifications when changes are made to the order pick, keeping you updated on the order fulfillment process.
  • Automatically update:
    • Enable this feature for automatically updating the order list (table) whenever a new order arrives or changes occur in the order pick. Enjoy a dynamic “live” order list. Enabling this feature will remove the notifications for new orders and order pick changes.

Pick order (tab)

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Settings for pick order tab

Fine-tune your order fulfillment process with the customizable settings in the Pick Order tab. These settings let you personalize the order-picking experience and enhance customer communication.

  • Company logo URL:
    • Paste your company logo’s URL from the media library here. This allows your logo to be included on printed documents such as the Pick List and Packing Slip.
  • Change status when pick starts:
    • Enable this option to automatically change the order status to your selected order status when someone initiates the order-picking process.
  • Status pick started:
    • Select the status that fits your workflow, to make this work you need to have checked on the change status when pick starts.
  • Change status when pick completed:
    • Enable this option to automatically update the order status to your selected order status when the order pick reaches 100% completion.
  • Status pick completed:
    • Select the status that fits your workflow, to make this work you need to have checked on the change status when pick completed.
  • Customer message – Shipped:
    • Customize a personalized message to customers when the order is shipped. Utilize this input field to create a unique message. The default message is: “Order shipped.”
  • Customer message – Pick Completed:
    • Tailor a special message for customers to notify them when their order has been successfully picked up and is ready for shipment. Customize this message to suit your brand. The default message is: “Order picked, ready for shipment.”
  • Default packing slip note:
    • Add a note (e.g. a thank you note) that can automatically be added to your packing slips. (supports basic HTML)
  • Include packing slip note by default:
    • Select / check this if you want the note to be default added to all packing slips.

Custom fields (tab)

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Custom Fields allows you to tailor your order data by incorporating specific details relevant to your business needs. Customize and utilize these fields to enhance order tracking and management.

  • Custom field 1:
    • Use this input field to add a custom order field that aligns with your requirements.
  • Custom field 1 label:
    • Set a label for your custom field, making it easily identifiable.
  • Use custom 1 – order table:
    • Enable this option to showcase the custom order field in the Order list/table, providing quick access to pertinent information.
  • Use custom 1 – pick order:
    • Enable this option to display the custom order field in the Pick Order tab, enhancing visibility and facilitating efficient order picking.
  • Custom field 2:
    • Utilize this input field to add another custom order field that suits your unique needs.
  • Custom field 2 label:
    • Set a label for the second custom field to clearly define its purpose.
  • Use custom 2 – Order table:
    • Enable this option to include the custom order field in the Order list/table, ensuring easy access to relevant order data.
  • Use custom 2 -Pick order:
    • Enable this option to showcase the custom order field in the Pick Order tab, enhancing the order-picking experience.

Barcode Integration

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Pick List for WooCommerce - barcode settings
  • Barcode field (product field): Add the custom product field that is used for your Barcode.
  • Use product field: Select a regular product field if you use this for barcodes (Id or SKU)
  • Use Barcode?: Check this if you want Barcodes to show on order items (products) and in Pick List print
  • Barcode type: Select the type of barcode that you use (if your type is missing – please let us know and we will see if we can add it)
  • Only Pick items when scanning: When selected (checked) the scanner only scan as a pick item, if you scan again (same product) it will do nothing. If not checked a second scan will unpick the scanned product item.
  • Turn of scan sounds?: If you do not need or want confirmation and error sounds when picking using a scanner – check this on.

Usage

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The Orders tab is your starting point in Pick List, accessible via WooCommerce > Pick List. Let’s delve into its features and functionalities:

Orders (tab)

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Pick List - orders (tab)
Orders tab

Filters:

  • You can filter orders based on order statuses, priority, progress, and assigned to a user. Each filter supports multiple selections and can be combined to tailor your view.
Pick List - filters and search

Search:

  • Utilize the search function to look for specific orders, similar to how you would in WooCommerce > Orders.

Orders table

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  • Columns:
    • Mandatory columns display essential order information, while additional optional columns such as Company, Role, and two custom columns (custom order fields) can be displayed.
    • All columns are sortable except the last one housing the “Pick Order” button.
  • Status:
    • Reflects the order status along with corresponding icons indicating assigned users, ongoing order processing (animated icon), and order shipment.
  • Priority:
    • Indicates the priority level of the order. If not set, you can select a priority, which will automatically save.
  • Progress:
    • Displays the pick progress as a percentage.
  • Assigned to:
    • Shows the assigned user, usually a shop manager or administrator. You can directly assign a user by selecting from the dropdown menu (changes are saved automatically).
  • Pick order buttons:
    • Click here to proceed to pick the respective order.

Additional features:

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  • Paging:
    • Pagination aligns with your configured settings in the Pick List settings.
  • Notifications:
    • Receive notifications on this page for new orders and changes in order picks. You can customize notification settings in the plugin’s configuration.
  • Auto-Update:
    • Configure the order list (table) to update automatically upon new orders or changes. Adjust this feature in the Pick List settings.

Pick order (tab)

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Pick List - pick order (tab)
Pick order

The Pick Order tab is where you initiate the order-picking process. It can be accessed via the Orders tab by selecting an order for picking. Additionally, direct access is possible from the WooCommerce Order page or through the QR Code generated during the Pick List print. Let’s explore its features in detail:

Order information (Left Side):

  • Order details:
    • Begin by reviewing vital order information, including the order ID. Clicking this takes you directly to the Order Edit page.
    • View order priority, status, order date, products to be picked, and the total order amount.
    • Access shipping details such as addresses and chosen shipping methods.
  • Assigned to:
    • Identify the assigned user (typically shop managers or administrators). You can easily select a user if unassigned, and the selection is saved automatically.
  • Order notes:
    • Access the last six notes for the order and add new notes as needed. Notes are automatically added upon order completion, reset, or shipping. “Completed” and “Shipped” statuses are added as customer notes.
  • Pick list:
    • The Pick List section features action buttons and a progress bar indicating your current pick progress percentage.

Action buttons and their functions:

  • Back:
    • Return to the Order tab to manage orders at a glance.
  • Shipped:
    • This button is disabled until the order is 100% picked. The order is marked shipped upon clicking, and a customer note (“Your order is shipped”) is added.
  • Assign me:
    • Assign yourself to the pick; available only if nobody is currently assigned to the order.
  • Bulk pick all:
    • Bulk completes the order, particularly when using printed Pick lists. Utilize the QR Code in the print to access the order pick directly.
  • Reset pick:
    • Reset the pick, clearing all pick information, including assigned user details.
  • Print packing slip:
    • Print the Order Packing slip (further details in a separate section).
  • Print pick list:
    • Print the Order Picklist (further details in a separate section).
  • Toggle table and grid view:
    • Enable either table or grid view to pick the order based on your preference.

Table and grid view:

Pick order - grid view
  • Both views provide essential product details such as product image, name, SKU, price, quantity, and weight.
  • The table view also includes the product category or categories.
  • Each view offers two crucial buttons: “Pick” and “Undo.” Pick List will automatically assign you if you commence picking and no one is assigned to the order.

Barcode scanning

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Pick List for WooCommerce - barcode scanning

To use a barcode scanner you have to have set up barcodes on your products, like the image above shows. If you not have done that, please se how to set this up in the settings section. Let’s have a quick look at how this works.

  • Connect a barcode scanner to the computer (technical details about this is out of scope – so you have to ask the vendor for the scanner how to do this and more)
    • Note: The scanner needs to be set up to scan + enter
  • Pick List – Pick Order (tab)
    • When you enter a pick you will notice the icons/action buttons, the first in the row is the barcode focus button. If this is green, your scanner can do its job, if not you have to click that button – this gives focus to scanner input.
    • Scanner icon: if the barcode button is green, the scanner icon will blink and you can use a scanner to scan barcodes.
    • If your browser support sounds, a sound will be played when a pick is done (confirm) and another sound is played if the product does not exist in the order (error sound), and also a product not found notice is shown.
    • When you have scanned, the green ‘Pick’ button will be disabled (gray) and the Undo button will be enabled (yellow color). In addition there will be a green check mark on the product image.

Print pick list and packing slips

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Print Pick List and Packing Slip

Print pick list: efficient order picking at your fingertips

The green “Print Pick List” button initiates the printing of a Pick List for the selected order. It’s labeled “Pick List” to differentiate it from the Packing Slip, ensuring smooth order fulfillment.

Key features:

  • Clear identification:
    • The label “Pick List” prominently distinguishes this printout, avoiding confusion with the Packing Slip.
  • Checkboxes for order items:
    • The printout features checkboxes next to each item, allowing you to mark items using a pen for clear tracking.
  • QR code for quick access:
    • The included QR Code holds the URL to this specific Pick Order. Scan it to access the Pick Order swiftly, enabling bulk picking and accelerating the order fulfillment process.
  • Barcodes:
    • If you have barcodes on your products, just add the barcode (custom product field) in the Pick List settings + the barcode type and you have barcodes on your order items. Perfect to scan and verify products.
  • Green background:
    • The green background color is added on variations and on quantity where quantity is more than one, this is done to ease the job for the one that is picking the order.
Packing Slip print

Print packing slip: Streamlining order packaging

The blue “Print Packing Slip” button lets you print a Packing Slip designed to accompany the order during packaging. This printout is intended to be included within the package, facilitating a smooth and organized packaging process.

Key Features:

  • Order Packaging Assistance:
    • The Packing Slip provides essential assistance during packaging, ensuring accuracy and efficiency in order fulfillment.
  • Customer Convenience:
    • Customers can effortlessly use the QR Code on the Packing Slip to access their “My Account” and conveniently view the order status and details.
  • Thank you note:
    • In the packing slip you can add a thank you note, this can be set up as a default note in Pick List settings + automatically add note (optional).

Edit order (WooCommerce edit)

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Pick List for WooCommerce - WooCommerce edit order

The Edit Order page is your control center for managing orders in WooCommerce. Here, you’ll find essential details and features to efficiently handle your orders:

  • Progress Tracking:
    • Keep track of your order’s progress with a percentage indicator and a visual progress bar.
  • Quick Access Links:
    • Find convenient links to both the Pick List (Orders tab) and Pick Order (directly initiate the picking process) for streamlined order fulfillment.
  • Order Shipment Information:
    • Easily identify whether the order has been shipped or not, providing valuable information for efficient order processing.
  • Pick Priority Selection:
    • Select the desired pick priority for the order, and remember to update the order after making any changes.
  • Order Notes:
    • Review the order notes to stay informed about the order’s progress. Important notes include:
      • “Order Picked (100% done)”: Indicates that the order is completely picked.
      • “Order Picked, ready for shipment” (customer note): Notifies the customer that their order is prepared for shipment.
      • “Your order is shipped” (customer note): Informs the customer that their order has been shipped. If shippment #2 or more (from vs 2.4.6) this will also be shown here.
  • Item list:
    • A pick status column is added, the rows for each order item will show DONE if picked

My account (Customer order page)

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Pick List for WooCommerce - my account - order

When you have completed a pick, click the shipped button, the order on the My account page updates with the message: Your order is shipped. So, from vs 2.4.6 we added the option to split shipments, so now you will be able to e.g. ship item 1 and 2, then when you have the missing product back in stock you can ship again. When shipping the second time (or more) a new message will be updated on the order: Your order is shipped. This is shipment #2 of your order.

Order detailsEvery order line has (from vs 2.4.6) a pick status below the product name. This will show the customer that the ordered item is in progress (is picked). This status can be handy for the customer if the order shipment is split into several sendings.

Mobile Views

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Mobile view for orders tab: Effortless order management on the go

The mobile view of the Orders tab is designed to ensure seamless order management, even while on the move. It provides convenient access to essential features and functionalities optimized for use on mobile devices.

  • Search:
    • Effortlessly search for orders using the search feature, allowing you to locate specific orders based on various criteria quickly.
  • Filters:
    • Apply filters to refine the displayed orders, tailoring the view to your needs, even from your mobile device.
  • Export:
    • Access the export functionality to conveniently export order data, ensuring data portability and easy analysis.
  • Scrollable table:
    • Navigate through orders via a scrollable table, providing a smooth and intuitive user experience on mobile phones. The scrollable table facilitates easy access to all order details.

Mobile view for pick order tab: Picking orders at your fingertips

The mobile view of the Pick Order tab is tailored to facilitate seamless order picking using your mobile device. It offers the same features as the desktop version, ensuring a consistent and efficient user experience.

  • Effortless Order Picking:
    • Utilize your phone to easily pick orders, thanks to the mobile-optimized view replicating the desktop features.
  • Order Details Below Items:
    • Access all order-related information conveniently displayed below the ordered items. This layout provides a clear overview of the order details on your mobile screen.

Frequently Asked Questions

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Is the extension compatible with the latest version of WooCommerce?

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Yes, the Pick List for WooCommerce extension is regularly updated to ensure compatibility with the latest WooCommerce versions.

Can I customize the fields in the Orders tab?

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Absolutely! The extension allows adding custom fields tailored to your specific business needs.

How does the QR code functionality work?

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The QR code on the Pick List directs you to the specific Pick Order, enabling swift access for bulk picking. The Packing Slip’s QR code lets customers view their order status and details.

Is there a limit to the number of orders I can manage with this extension?

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No, the extension is designed to handle any number of orders, ensuring scalability as your business grows.

Do I need any special hardware to use the QR code feature?

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No special hardware is required. Any device with a camera, such as a smartphone or tablet, can scan the QR codes.

What happens if I encounter an issue with the extension?

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We offer dedicated support for the Pick List extension. You can contact our support team or consult the detailed documentation if you face any issues.