Creating a picklist is a crucial step in conducting an efficient and accurate stocktake. This guide will show you how to generate a picklist using PDF exports from your inventory system. The PDF will include QR/Barcodes, allowing you to easily scan and compare your on-hand counts with the list.

Steps to Create a Picklist

1. Select Items from Folders or Advanced Search

• Option 1: From Separate Folders

• Navigate to the specific folders that contain the items you want to include in your stocktake.
• Select the items you need for the stocktake.

• Option 2: Using Advanced Search

• Use the Advanced Search feature to filter and select the items you need for the stocktake.
• Once your search results are displayed, select the items you want to include. 

2. Generate the PDF

• After selecting the items, export them as a PDF. This PDF will include all selected items along with their corresponding QR/Barcodes.
• Ensure you choose the PDF export option so that you can utilize the scannable codes for verification during the stocktake. 
  • From the Folder:
  • From the Advanced Search:

3. Perform the Stocktake

• Print the PDF and use a scanner to scan the QR/Barcodes.
• Compare the scanned data with your on-hand counts to ensure accuracy.

Additional Resources

For more detailed instructions on how to export your inventory as a PDF, please refer to our guide: How to Export Your Inventory (PDF Option for Scannable Codes).

We are currently working on building a native option for picklists, and you can check the status here: https://sortlyinc.frill.co/b/5079l5m1/feature-ideas/creation-of-picking-lists