How to Use Pick and Pack in Luminous
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- Step 1. Access the Sales Order Grid
- Step 2. Create a Picklist
- Step 3. Picking Items
- Step 4. Completing Picking
- Step 5: Packing Items
- Step 6: Marking the Order as Shipped
- Additional Features
- Tips for Efficient Pick and Pack
Pick and Pack in Luminous streamlines the order fulfillment process by guiding you through picking items, preparing them for shipment, and ensuring accurate inventory tracking. This tutorial provides step-by-step instructions to efficiently use the Pick and Pack functionality.
Step 1. Access the Sales Order Grid
- Navigate to the Shipping section in Luminous.
- Open the Sales Order Grid to view all orders and their stages.
- Select the orders you want to process.
- A Picklist Preview will appear on the right side of the screen, providing an overview of the selected items.
Step 2. Create a Picklist
- Select the desired orders and click Create Picklist.
- Choose how to proceed with the picklist:
- Export to PDF: Print a physical copy for manual picking.
- Start Visual Picking: Use a tablet or mobile device for a digital picking experience.
Step 3. Picking Items
- Begin picking by selecting Start Picking.
- The screen will display all products across the selected orders, along with sales order details and stock locations.
- Follow these guidelines:
- Pick items one by one or perform bulk actions for multiple items.
- Split inventory across different bins or lot numbers if needed.
- For lot-tracked items, select the appropriate lot from the designated column.
- As you pick, Luminous moves the items to an auto-generated WIP (Work in Progress) bin:
- The inventory isn't deducted from on hand yet. It's held in this work-in-progress location until the order is shipped.
- Save progress:
- Click Save Picklist to pause your work and resume later under the Picklists Module in Shipping.
Step 4. Completing Picking
- When all items are picked, click Finish to complete the picking phase.
- Luminous takes you to the packing phase.
Step 5: Packing Items
- Proceed to the Packing Phase.
- Enable QC (Quality Control) Verification if required.
- Scan items for verification:
- Items will display green for correct products and red for incorrect ones.
- Alternatively, manually verify each item and click Done. Luminous records who verified it and when.
Step 6: Marking the Order as Shipped
- After verification, click Mark as Shipped.
- Inventory is officially deducted from Luminous.
- Export a packing slip if needed:
- Scan it in ShipStation or other connected systems to print a shipping label.
Additional Features
- Picklists Module:
- View all current picklists, including status, picker details, and dates.
- Resume incomplete picklists by clicking on them.
- Integration with ShipStation:
- Pick and pack in Luminous works especially well for large orders, such as LTL (Less Than Truckload) shipments.
- For small parcel orders, you can pick and pack in Luminous, export a packing slip, scan it in ShipStation, and print the shipping label from ShipStation or your OMS.
Tips for Efficient Pick and Pack
- Use the Visual Picking feature for real-time updates and streamlined operations.
- Save and resume picklists for large or complex orders.
- Enable QC verification to ensure accuracy and reduce errors in fulfillment.
By following these steps, you can efficiently handle order fulfillment using Luminous's Pick and Pack feature, ensuring accuracy and seamless inventory management.
Video transcript
Start from the Sales Order Grid
Hey there. This is going to be a quick tutorial about using pick and pack inside of Luminous. To use pick and pack, navigate to Shipping and the Sales Order Grid. This is where we can see all of our orders, stage them, and get them ready for the pick and pack phase.
Create a pick list
There are two orders to create a pick list for, so I'll select both of them. On the right side of your screen, you're also given a pick list preview, so if you'd like, you can pick off that preview. From here you can create a pick list or export packing slips. We're going to create a pick list.
Paper or visual picking
When you create the pick list, you have a couple of options. In the top right, if you click Actions, you can export the pick list to a PDF if you want to go through pick and pack on paper.
One of the most preferred methods among our clients, though, is visual picking on a tablet or mobile device. To do that, click Start Picking. This brings up a screen with the products across these two orders. The sales orders are noted, and hyperlinked, in the top right, and the stock location is shown as well.
The WIP bin
When I pick these products, Luminous auto-generates a WIP bin, which stands for work in progress. The inventory isn't officially deducted from on hand yet, but it's now in a designated work-in-progress location while you finish picking.
Pick by location and lot
Now I can go one by one and pick. I can split across different locations if inventory is being picked from multiple bins. The same works for lot tracking: you'd see another column titled Lot, where you choose which lot number you're taking inventory from, and you can split across multiple lot numbers too.
I can pick one by one, or bulk select and use bulk actions. I can also reset if I'd like. In the top right, there's a similar Actions button, and you can also save this pick list.
Save and resume pick lists
If I save this pick list, you can come back to it under Shipping, where there's a Pick Lists module. There I can see all the current pick lists, their status, who picked the product, the picking date and a lot of other valuable information. To resume a pick list, I click into it, it takes me back to this view, and I can continue picking.
Packing and QC verification
Once someone is done picking, I click Finish. Picking is complete, and it takes me to the packing phase. Here you have the choice to do QC verification. It brings up a screen where you scan the product. It goes green when it's correct and red if it's not the correct product.
You can also verify manually: verify the product and click Done. It records who verified it and what time. We can do the same for the next product. Let's do it in bulk for all these quantities, and click Done.
Mark as shipped
From here, I can also mark the order as shipped. Once it's marked as shipped, inventory is deducted from Luminous, and you're ready to go.
Using pick and pack with ShipStation
This works extremely well for large orders, especially LTL. If it's a small parcel order, you may also want to export a packing slip from here, scan it in ShipStation, and print the shipping label.
Luminous pick and pack works extremely well with ShipStation. You can go through pick and pack in Luminous, export a packing slip, scan it in ShipStation, and print the shipping label from your OMS or ShipStation, depending on what you use. And that's about it for pick and pack. Thanks.