Marketplace Picking Batch Screen Overview

A "Picking Batch" is essentially a group of one or more customer orders that you will collect items for, buy postage for, and fulfill at one time.  Each Picking Batch subsequently creates a "Pick List", which is a list of items needed to fulfill the orders in a Picking Batch.  You can learn more about "Pick Lists" in the Pick List Overview found here.

Generating a Picking Batch is one of the first steps to fulfilling a Marketplace Order.  The FieldStack Application lets you manage Picking Batches through the "Picking Batch Screen". This article will outline features of the Picking Batch screen that were not discussed in the Marketplace Fulfillment overview. These features can help you process Marketplace Orders more efficiently.

We recommend having read the Marketplace Fulfillment overview prior to this article.  The Marketplace Fulfillment Overview can be found here.

The Picking Batch screen is accessed via the “Current Orders” button in the right-hand corner of the Marketplace Orders screen:

The Picking Batch screen can be broken into three major categories, as shown in the diagram below:

• Batch Generation:  As the name suggests, this section gives you the ability to create a new picking batch or view open batches at the click of a button.  
  • The “Print New Pick List” checkbox will control the behavior of the batch you create.  When checked, the batch will automatically open after it's generated – otherwise the new batch will simply be added to the “Batch List” below.
• Search Customization: This section allows you to search and filter the “Batch List”.  Below is a brief overview of the options.
  • Search Picking Batches:  used lookup closed batches.  Results can be further filtered by the date they were closed.
  • Just My Batches: used to display only your batches.
  • Print By Order Id: used to generate the pick list in order, by Order ID.  This mode is handy if you have multiple multi-item orders.  The Marketplace Fulfillment article outlines how to use this option here.
• Batch List: This section displays a list of batches that fit the parameters of filters set in “Search Customization”.  
  • The following information for each batch is provided:
    • Batch Open: the date a batch was opened
    • Pick Batch ID: a number that identifies a particular batch
    • Description: description of the batch that contains the generating authority
    • Scanned: the number of items scanned into the batch (will be "0" if you just generated the Pick Batch)
    • Total: the total number of items in the batch
    • Employee: the employee assigned to the batch
  • Additionally, each row has two buttons – one to “Select” a pick batch so that its collected items can be scanned, and another to preview the “Pick List”
    • The color of a Pick Batch’s “Select” button changes to reflect the Picking Batch’s status
      • Green: Batch is ready to be picked
      • Red: Batch is locked by another computer and cannot be opened on this computer
      • Yellow: Batch was locked by another computer, but that lock has expired
    • While the "Pick List" button icon is a printer, it only opens the Pick List in a preview window. 
      • To actually print out a Pick List, you need to click that preview window's printer icon: