Picking allows your warehouse staff to fulfil customer orders by collecting the right items from your storage locations. When sales orders are created in Unleashed and synchronised to the Warehouse Management app, they appear in your picking queue. You can view available orders, start picking tasks, and work through each item with location guidance and quantity tracking.
The app guides you to each storage location, helps you verify you've selected the correct product, and tracks your progress as you work through the order. Once you've collected all items, you confirm the pick, and the order moves to the next stage of fulfilment.
Prerequisites
Your Warehouse Management app must be connected to Unleashed.
Sales orders must be created and in 'Placed' status in Unleashed before they appear in the picking queue.
The Warehouse Management module and app are Access products, available exclusively to Access Evo customers with an Unleashed Core or Pro subscription.
Tutorial videos
Pick non-batch goods in the Warehouse Management app
Pick allocated batch goods in the Warehouse Management app
How Sales Orders reach your picking queue
Sales orders flow from Unleashed into the Warehouse Management app automatically:
Sales orders are created and confirmed in Unleashed by your sales or order management team.
Warehouse Management syncs with Unleashed to retrieve new sales orders with status 'Placed'.
Orders appear in your Warehouse Management app picking queue.
Each order includes customer information, line items with SKUs, quantities, and assigned warehouse locations.
⚠️ Important: Quantity modifications to existing line items in Unleashed will not sync to the Warehouse Management app. If you need to change a quantity, delete the line item in Unleashed and add a new one with the correct quantity.
Pick Sales Orders
When you open the Picking feature in the Warehouse Management app, you'll see a list of all orders available for picking. Orders are not automatically assigned; you choose which orders to work on based on your workflow priorities.
Step 1: Start a pick
Review the available orders in the picking queue.
Select an order to view its details.
Click Start Pick to begin working on the order.
Once you start a pick, the app displays a list of all items to pick with their quantities.
Step 2: Pick items
After starting an order, the app guides you through picking each item. When you reach the location, scan the item's SKU barcode to verify you've selected the correct product.
If you scan the wrong SKU:
The app displays a 'SKU Mismatch Error'.
You'll need to scan the correct item before proceeding.
This verification step helps prevent picking errors by ensuring you've selected the right product.
Step 3: Pick the quantity
After scanning the correct item, confirm or adjust the quantity being picked. The app shows the ordered quantity and allows you to record what you are actually picking.
If you encounter insufficient quantity at a location, you can proceed with the available quantity, or use multi-bin picking to switch to a different location or split the pick across locations.
🤓 Tip: If you find insufficient inventory at a location, use the +N more indicator to check whether stock is available at other locations before escalating to your supervisor.
Step 4: Confirm the pick
Once you've verified the product and entered the quantity, click to confirm the pick. The system records your pick with a timestamp and moves you to the next item in the order. This process repeats for each line item until you've picked all items in the order.
⚠️ Important: Picked quantities cannot be reduced once confirmed. If you confirm a quantity for a line item, you can continue to increase it up to the required amount, but you cannot reduce it. To correct an over-confirmed quantity, delete the order in Unleashed, create a new one, and wait for it to sync to Warehouse Management before restarting the pick.
Step 5: Complete the pick
After you've picked all items in the order:
Review the complete pick list to verify all items are included.
Click Confirm Order Complete when you're ready.
The system marks the order as 'Picked' and updates the order status in Warehouse Management.
The order then moves to the next stage of fulfilment, typically packing or dispatch. You return to the picking queue, where you can select the next order to pick.
After picking is complete, pack the order to dispatch the order's shipments in Unleashed.
Pick batch-tracked products
For products that require batch tracking, you may encounter orders where specific batch numbers have been pre-assigned in Unleashed. This method ensures exact batches are picked for traceability and compliance.
Understand batch allocation
When an order includes allocated batches, you'll see:
Product information (name, SKU, unit of measure).
Pick location in the warehouse.
Total target quantity to pick.
A list of required batches, each showing the batch number and required quantity from that batch.
A total progress indicator showing units picked versus the target quantity.
Step 1: Pick allocated batches
Barcode scanning:
Click Scan Product Barcode to verify you're at the correct product.
The app activates the camera and scans the product barcode.
A 'Verified' indicator confirms you've selected the correct product.
Proceed with quantity entry for each batch.
Manual entry:
Click on a batch card to expand it.
Use the plus and minus buttons to adjust the picked quantity.
Work through each allocated batch, entering the required quantity from each.
The app updates the running total as you work, showing picked units compared to the target quantity.
📌 Note: Multi-bin picking also applies to batch-tracked products. Each batch has its own location card, and you can switch or split independently for each batch. The app only shows locations where that specific batch is held.
Step 2: Complete a batch pick
Once the total picked quantity equals the target quantity across all batches, the Confirm Pick button becomes enabled. When you click to confirm:
The picked quantities are sent to Unleashed.
The order's shipment status in Unleashed updates to 'Picked'.
You move on to the next pick task in your queue.
⚠️ Important: Products enabled as batch-tracked in Unleashed must have batches assigned before you begin picking. You cannot complete a pick until all allocated batches are picked in their exact required quantities, and the app prevents picking more than the required quantity from any individual batch.
Capabilities summary
The table below highlights what picking capabilities are available when picking batch-tracked and non-batch-tracked (standard) products.
Capability | Standard picking | Batch picking |
View stock per location | Yes | Yes (per batch) |
Switch to alternative location | Yes | Yes (per batch) |
Split across multiple locations | Yes | Yes (per batch) |
Quantity validation | Yes | Yes |
Cancel individual splits | Yes | Yes |
Auto-save on pause | Yes | Yes |
Known limitations
No order locking. Multiple pickers can select and work on the same order simultaneously, which may cause conflicts. Coordinate with your team to avoid duplicate picks.
Partial picks remain in progress. If you encounter insufficient quantity during picking and cannot fulfil it from alternative locations, the order remains in 'In Progress' status until the full required quantity is available.
Limited exception handling. If items are not found at designated locations or inventory is damaged, you'll need to rely on manual processes or supervisor intervention.
Network required. Mobile picking requires network connectivity for real-time updates. Work in areas with reliable network coverage for the best experience.
Picked quantities cannot be reduced. Once a quantity is confirmed for a line item, it cannot be reduced within Warehouse Management. To correct an over-confirmed quantity, delete the order in Unleashed, create a new sales order, and wait for it to sync before restarting the pick.
How picking syncs with Unleashed
From Unleashed: Sales orders sync to the Warehouse Management app automatically. Order details include customer information, line items, and quantities. Batch allocations for batch-tracked products are also retrieved from Unleashed.
Order status changes in Unleashed: Only orders with 'Placed' status appear in your picking queue. Orders with any other status (Parked, Backordered, Cancelled, or Completed) are not available for picking.
Order line changes in Unleashed: Adding or deleting line items in Unleashed will sync to the Warehouse Management app. Quantity modifications to existing line items are not supported.
Order cancellation and deletion in Unleashed: If an order is cancelled or deleted in Unleashed, it is removed from your picking queue.
To Unleashed: When you complete a pick, the Warehouse Management app sends the picked quantities back to Unleashed. When orders reach 'Dispatched' status in the Warehouse Management app, this is reflected back to Unleashed with the sales order marked as 'Completed'.
Both sync operations require an active network connection.