Generating a Pick List

Using the Marketplace Order screen, which is accessed by either using {Alt-M} or by clicking the purple icon labeled Marketplace Mode from the POS tab, enables you to handle all your marketplace purchases and shipping from one screen. Here are the steps for processing an order using this screen...

Begin by generating your Picking Batch, which can be done by clicking the Current Orders button in the lower right hand corner. This will bring up the Picking Batch screen. 

On this screen you will find a large button on the top labeled Create New Picking Batch. Pressing this button will create a new shipping batch which will be assigned to your name. Pressing Create New Shipping Batch will also bring up a preview screen of your generated picking batch enabling you to print the list out. Once you have printed the batch, close the preview window.

More in depth batch creation settings are explained in detail here: Marketplace Picking Batches

At this time you will want to collect the items on your pick list. Here is a map of the Pick List and it's features:


Scanning in Pick List Items

Once you have collected all the items on your list, reopen the Picking Batch window in Marketplace Mode. In the list you will now see a batch with your name in the employee column. If you have multiple lists going, you can reference the Batch Open column to find the right one. The Total column represents the number of items in your batch. The Scanned column represents the number of orders scanned out in the batch, if you just generated this batch the number in this column should be zero. Press the icon in the Select column to select your picking batch. This will close the Picking Batch window and return you to the Marketplace Mode screen.

You will notice that the list on the right hand side of the Marketplace Mode screen is now populated with the items on your pick list. Items on this list in white are in new condition. Items in green are in used condition. Make sure you are double checking condition before you scan items in.

Scan your first item. If the item you scanned is in a multi-item order, the Current Inventory Tracking Number will lock to the order number and the list will only display items on that order. Finish scanning in the remainder of the multi-item order before continuing. Once the last item in the multi-item order has been scanned the Postage Select screen will appear. Scanning in an item on a single item order will immediately bring up the Postage Select screen. This screen is split into two lists. The top list contains a list of packages associated with the order. The bottom list contains the items contained within each package.

The package list contains columns holding the customer's name, what form of packaging the Postage Select suggests you should use, the number of items in each package, carrier, the weight and a weight lock. The weight is dynamic and will adjust to the value read by the postage scale. When weighing items in, make sure you are also weighing in the package itself and the invoice. Once everything to be mailed is on the scale, press the Lock icon to lock changes to the package weight. You may now press Save and Continue, which will close the Postage screen and return you to the Marketplace Mode screen.

If you wish to split items into separate packages, or wish to know more about the Postage Select screen, follow the steps on this article: Marketplace Shipping

Missing Items

If there are items missing, you may "no stock" them from your inventory. Simply enter send mode and send the item out of inventory in another window. Doing so will remove the item from your batch. If you happen to miss an item and close the batch without scanning it in, the order will be moved to another picking batch automatically. If your location has the feature enabled, you may be prompted for an explanation for items missing from the picking batch upon scan out. 

Closing a Picking Batch

Once all items have been scanned in and all packages have been weighed, you are now free to press Finish Current Batch. This will cause a popup screen to populate with two options. You can either Edit Scanned Items to make any last minute changes, or Print Shipping Labels and Close Batch, which will send your packing materials list and all your shipping labels to your printer. 

You may now insert the invoices into their corresponding packages, seal them, and apply the shipping label. Your orders are now ready to ship!

Stopping in the Middle of a Batch

    If for some reason, you need to stop in the middle of a batch, you can easily do so by pressing Finish Current Batch and choosing the third option in the Complete Picking Batch window. This will allow another user to finish that batch after you're done with your part of it.

Default Workflows

There are three default workflows for fulfilling your picking batches. They are: label as you go, package as you go, and scan all before labels. Each has a slightly different flow and no matter how your store processes web orders, the defaults should accommodate your needs. The following videos show the standard workflow for each of the three defaults:

Labels As You Go

Package As You Go

Scan All Before Labels