---
title: Create a Pick List
description: "Create a pick list in Sortly: assign it, choose an item outcome, add items, and add a ship-to address and notes for your team."
---
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1. [Sortly Help Center](https://help.sortly.com/sb?hsLang=en)
2. [Workflows](https://help.sortly.com/sb/workflows?hsLang=en)
# Create a Pick List
Keep track of what needs to leave your inventory, and who is pulling it, with a pick list. Your team sees exactly what to pick and how many, and your stock updates as items are picked. This article walks you through creating a pick list, assigning it, and adding items.
Ultra
Premium
Enterprise
In this article
1. [Who can use pick lists](https://help.sortly.com/sb/creating-pick-list#who-can-use)
2. [Create a pick list](https://help.sortly.com/sb/creating-pick-list#create)
3. [Add items](https://help.sortly.com/sb/creating-pick-list#add-items)
4. [Ready to pick](https://help.sortly.com/sb/creating-pick-list#ready-to-pick)
5. [Create a pick list from an invoice](https://help.sortly.com/sb/creating-pick-list#from-invoice)
6. [Frequently asked questions](https://help.sortly.com/sb/creating-pick-list#faq)
### Who can use pick lists
What you can do with a pick list depends on your role.
Role
Create
Add items
Edit
Assign
Delete
Complete
Owner / Admin
✓
✓
✓
✓
✓
✓
Team Member
✓
Own or assigned
Own or assigned
—
Own
If assigned
Custom Role
Premium and Enterprise
✓
Lists they see
Own or assigned
—
Own or assigned
Own or assigned
Limited Access Seat
Enterprise only
✓
Own or assigned
—
—
—
If assigned
✓ Allowed · — Not allowed · Amber Depends on who created or is assigned the pick list
A pick list can be assigned to one team member, to yourself with Assign to Me, or to your whole team with Assign to Everyone. When it is assigned to everyone, anyone on the team can work on it.
---
### Create a pick list
Your new pick list starts as a draft with a number already filled in. Only Assign To and Item Outcome when Picked are required.
1
Select Workflows in the left menu, then select Pick Lists.
2
Select New Pick List in the top right-hand corner.
3
Select Assign To and choose Assign to Me, Assign to Everyone, or select a team member.
- Optional: select Due Date and pick a date.
4
Select Choose Outcome, then pick the outcome that fits your pick list. Not sure which one you need? Each outcome is explained below.
#### Choose an item outcome
The item outcome tells Sortly what to do with an item once it has been picked. You have two choices: Move to Location and Decrease Quantity.
Move to Location Picked items move to a location you choose, such as a job site. Use it when you are pulling supplies for a specific job. After you select it, choose where the items should go. Items that are already in that location can't be picked, and Sortly tells you before you continue.
Decrease Quantity The quantity of each picked item goes down in your inventory. For example, you have 10 of an item and put 7 on the pick list. Once the 7 are picked, the quantity updates to 3.
---
### Add items
Add items one at a time, or several at once. You can set the pick quantity as you add each item, or change it later in the pick list.
⚠️ A pick list can hold up to 100 items.
#### Add items from the pick list
1
To add one item, select the Search and add items field and find your item.
- To add several items at once, select Bulk Add Items, then choose as many items as you need.
💡 Select Low-stock only in the item list to see just the items that are running low.
#### Add items from a location
Already browsing your inventory? You can add items to a pick list directly from a location page.
1
Open the location that holds the items you want to add.
2
Select the items you want to add. A bar of options appears at the top. Select Add to, then select Pick list.
3
Choose an existing pick list or create a new one, then set the Quantity for each item.
4
Select Add, or Create and add if you are making a new pick list. You'll see a confirmation once the items are added.
#### Add a ship-to address and notes
Adding a ship-to address and notes is optional. If the items are being shipped, enter the address under Ship To, or use Select Address to choose an address saved in Sortly. Use Notes to leave a message for your team.
---
### Ready to pick
When all of your items are added, select Ready to Pick in the top right-hand corner.
If you need to make a change, select Move back to Draft.
💡 Want to know how to pick the items? See [Pick Items from a Pick List](https://help.sortly.com/sb/picking-items?hsLang=en).
---
### Create a pick list from an invoice
Already have an invoice for the job? You can create a pick list from it, and Sortly copies the invoice items over.
1
Open the invoice you want to use, select the three-dot menu, then select Create Pick List.
2
In the window, select Create. You'll see a confirmation once the pick list is created.
💡 Once you create a pick list from an invoice, the two are no longer connected. Changes to one won't show up in the other.
---
### Frequently Asked Questions
What do the pick list statuses mean?
Draft
You are still setting up the pick list.
Ready to Pick
The pick list is ready for picking.
In Progress
Picking has started.
Partially Complete
The pick list was completed before every item was picked.
Complete
Every item has been picked.
Can I assign a pick list to more than one person?
Select Assign to Everyone to open the pick list to your whole team. Otherwise, assign it to one team member.
When does my inventory change?
Inventory updates as items are picked, not when you create the pick list.
Can I add an item that is out of stock?
Yes, you can add it to the pick list. When it is time to pick, you can only pick up to the quantity available, so an item with none available can't be picked.
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