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How to: Set up your Pick Lists

Created:   |   Updated:

Just like labels, pick lists are a vital part of the shipping process. They keep you organized and make your process more efficient. Setting up your pick lists takes as little as a minute. Once you've made your selections, they'll remain your default settings unless you change them.

To set up your pick lists:

  1. From the SETTINGS page, click PICK LISTS under the LABEL SIZES & PRINTING OPTIONS.
    settings_picklists.PNG
  2. Under the formatting section, make the selections that best fit how you want to your pick list to appear. These selections include:
    pick_list_format_options.PNG
    • Barcode Type: Choose the order number or item sku barcode you would like included on your pick list.
    • Output Format: Choose either Portrait or Landscape.
      TIP: this will affect how many columns you can fit on one page when you start customizing which fields to display.
    • Sort ByChoose how you would like the pick list to be sorted. You can sort by:
      • Item name
      • Item sku
      • Warehouse/Bin
      • Item Quality
      • Shipping Zone
      • Shipping Service
      • City
      • State
      • Country
      • Custom Field 1
      • Custom Field 2
      • Custom Field 3
    • Sort Order: Choose if you would like the sorting to be Ascending or Descending.
    • Group and Print by: Choose how you would like to see items grouped on the report.
      NOTE: making multiple selections will print a pick list for each grouping. For example, if you select Item and Order, one pick list will be generated in which all items are grouped products, and a separate list will be generated with items grouped by order. For example:
  3. Select which columns you would like to display on your pick lists. Click Edit to choose the data fields and customize the order of the columns.
    column_selection_pick_list.PNG
  4. Drag and drop fields from the "Available columns" to "Show columns in this order" if you would like to add them to your pick lists.
    NOTE: your choice of portrait or landscape Output Format (in Step 2) will have an affect on how many fields you can fit on a single page.

    drag_and_drop_arrange_columns.png
  5. The note in the blue bar will indicate how much more room you have to accommodate additional columns: 
    number_of_pixels_used_columns_pick_list.PNG
    To the right of each column title is a note in parenthesis showing how many pixels are required for that data field. 
    arrange_columns_pick_lists.PNG
  6. Click Update to update your column selections and order.
    update_button.PNG
  7. To see what your changes will look like, click Preview to generate a PDF of your pick list.
    preview_button.png
  8. Then click the Save button to save your selections and you're done!
    cancel_save_preview_buttons.PNG

 


Related articles:

How to: Add Product Images to Pick Lists
Can I print Pick Lists from my Batch History list?
Can I print standalone Packing Slips?

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Anyone can post questions in the comments, to the left, and the ShippingEasy Customer Success team will gladly assist.


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Comments

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  • Avatar
    Jann Richardson

    Wow! This really helps organize my orders so my staff can prepare them quickly for shipping. Thanks! 

    TheLampGoods.com




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