Pick List Overview [Pre-2017 Marketplace Update]

Modified on Tue, 16 Jan at 9:51 AM

NOTE: This article discusses "Pick Lists" prior to the 2017 Marketplace Update.  If you are using a more recent version of FieldStack, please refer to the Pick List Overview article instead.


The pick list is a list of all items to be sent out of your store, whether it be for a web order, a store transfer, or an Amazon.com order.  The process of "doing a pick list" typically will also involve checking out items for shipment and buying postage, but for this article we will only go over the pick list itself.


You can find the pick list button in the Marketplace Center section of the Retail tab at the top of the screen.




Once you click on it, you will be presented with a list that will look like the one below:




Depending on how many orders your store receives your list may be two or three pages, or even longer.  Locations handle pick lists differently in that some complete a pick list once a day and some complete them multiple times a day.


Much of the process of completing a pick list is similar to that of an up-stocking report (dot list).  The items listed on the pick list are items that need to be found and pulled from your sales floor and set aside to be sent away.  


Pick lists are first separated into "New" and "Used" condition, and then further divided in these categories by item type (DVD, CD, Game, etc).  


At the left-most side of the list is a space to mark off that you've found the item, followed by how many copies you need (this will almost always be a "1").  To the right of those will be a "Leave X" to let you know how many copies to leave on your shelf.  If you only have 1 copy of an item then there will be 0 copies for you to leave.  If you have 2 copies of an item and only 1 is ordered then you will leave 1 copy, and so on.  


Much like an up-stocking report, the pick list displays the item's UPC and a barcode to scan should you need to look at the item's listing.


If an item absolutely cannot be found, then it must be marked as "No stock" in the Marketplace Orders window.  To do this, find the corresponding order in the "Find Marketplace Orders" window.  It may be easiest to sort by item name and go through alphabetically to find the item.  Once the item has been found, select "No Stock" below the customer's e-mail field.  This will tell the system that your location doesn't have the item and the request will be transferred to another store that does have it.



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