Picking products for orders in stores that maintain inventory

You can pick up products from the backroom and place them in a staging location to fulfill orders. Use this procedure to pick products in stores that are configured to maintain inventory in store.

About this task

Before you begin picking products for orders, note the following points:

A pick request task is canceled only if a shipment is canceled completely. Partial cancellation of shipment does not update pick requests.
When the quantity of the products in the pick task is increased, the pick request task is updated with the increased quantity if the picking is not yet started. If the pick request is already in progress or completed, a new pick request task is created to pick the additional quantity.
When the quantity of the products in the pick task is reduced, the pick request task is updated with the changed quantity if the picking is not yet started. If picking is already in progress or completed, the pick request task is not updated with the changed quantity.

Watch a video to learn how you can use Sterling Store Engagement to leverage its buy online pick up in store (BOPIS) capabilities.

Procedure

To pick products for an order, complete the following steps:

Log in to Sterling Store Engagement.
From the application menu, select Order fulfillment.
Find the order for which you want to pick products in one of the following ways:
- Click the count corresponding to the type of pick requests that you want to work on. Depending on the type of order that you want to fulfill, locate the order under one of the tabs.
- Scan the order number.
Click Pick order or Continue.
Scan or select the location where the products are available, followed by the SKU or serial number of each unit of a product that you want to pick.
- If location scan is not mandatory, that is IS_LOC_SCAN_MANDATORY is set to N, you can scan items or serials directly without scanning the locations.
- For SKU-tracked products, scan one unit, and then manually update the quantity for the remaining units. You can either click + or - to adjust the units picked or enter the total quantity picked and click to confirm.
- To use + or - to adjust the units picked, the Manually update quantity while picking resource permission must be enabled.
- For serial-tracked products, the quantity cannot be manually incremented. Therefore, you must scan all the units as you pick.
  To remove any unit that is picked, click - and in the Remove serial window, scan the serial to be removed.
- If there is no inventory in the current location or if you cannot pick the products from the current location, click Alternate location, select the new pick location, select the reason for choosing the alternate location, and click Done. Rescan the new location and products.
- If there is no inventory in any location, when you click Alternate location, a message is displayed stating that there is no inventory available in any of the locations. Select the shortage reason from the list of reasons displayed and click Done.
- You can record shortage for an item only if there is no inventory available in any of the locations.
In the Assign staging location window, scan or select the staging location where you want to deposit the products that you picked up.
If automatic staging is enabled and staging location is stamped while creating pick request, then all units will be moved automatically to the stamped staging location.
Note: In single-location stores, instead of the scan field, choose the staging location from the Locations list.
Click Done.
If inventory is short during the pick request creation, a message is displayed to inform that the pick task is not created due to shortage of inventory. A refresh option is provided so that a new pick task can be generated in case additional inventory is added during this time. Click Complete to proceed with the pick request creation with the available inventory.