V16 Training · Warehouse in Depth · Lesson 2 of 6

Pick lists and packing slips

A pick list tells your pickers what to take and from which warehouse. A packing slip describes the boxes. The delivery note records what leaves. Screens are example data from a demo company that sells flooring.

Warehouse in Depth, lesson 2: Pick lists and packing slips. 2:44, narrated, with captions. Screens come from a demo company; your own Parsimony site shows your data.

Written guide

Step by step

  1. Raise a pick list. On a submitted sales order, open Create and choose Pick List.
  2. Work through the locations. The Item Locations table lists item, warehouse and quantity; Picked Qty starts at zero. Tick Pick Manually if pickers choose their own spots.
  3. Pack the goods. On the delivery note, Create, then Packing Slip. Set the package numbers and the gross weight.
  4. Check the delivery note. Customer, date, lines and total. A draft is not final until you submit it.
Create menu
Create menu
Pick list
Pick list
Packing slip
Packing slip

Check yourself

3 quick questions.

1. Where do you start a pick list from an order?

2. What does the Picked Qty column show on a new pick list?

3. Is a draft pick list final?