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Creating a pick ticket template

A pick ticket template gives the system information about both the constraints and the organization of your picking operation.

The pick ticket template contains information about picking contraints, such as the item types or amounts that each picker can pick. It also contains information about the order in which items should be picked, such as sortations based on item location or group.

When you create pick tickets from a pick plan, you specify the pick ticket template. All the generated pick ticket templates are created based on the unplanned pick plan items and the pick ticket template you select.

Remember that a pick ticket template is just a starting point. You can override any of the pick ticket template values on an individual basis each time you create pick tickets.

To create a pick ticket template:

  1. Select Wave Fulfillment>Pick Ticket Templates. A list of pick ticket templates appears.
  2. Select Add item buttonAdd from the toolbar above the list.
  3. Enter a Name for the pick ticket template. This must be unique in the warehouse.
  4. Optionally, enter a Description for the pick ticket template.
  5. Select the Warehouse to which this pick ticket template applies.
  6. Optionally, fill in the rest of the header fields: Due Date, Priority, Transacted by. These fields provide default values for the pick ticket header fields of the same name. For example, if you set the Priority in the template to High, then all of the pick tickets created from this template will have a Priority of High. (If these fields are left blank, the pick ticket header fields of the same name get their values from the pick plan.)
  7. Optionally, use the Items Filtering section to only create pick tickets for some of the items on the pick plan.
    • Select Edit iconEdit Filtering. In the Filter page, select the items that you want to include on pick tickets generated with this pick ticket template. For example, if you have special considerations when picking frozen goods, you could use the filtering to look for Group of Frozen Goods.
  8. Optionally, use the Items Sort-and-Break section to logically classify your pick tickets. All properties listed in this section have a 'break on change' property: all of the items are sorted based on this property, and each time the value of this property changes, a new pick ticket is created. For example, if you want to make sure that hazardous and non-hazardous materials are never on the same pick ticket, you would add Hazardous to this section.
    • Select Add item buttonAdd Sorting from the toolbar of the Items Sort-and-Break section.
    • Select the property from the Field drop-down.
    • Select whether the Order should be Ascending or Descending. Selecting Ascending means that the items whose Field value is smallest or alphabetically first will be on the first pick ticket, the next items will be on the second pick ticket, etc.

      Important Note for 3PLs: If you are a 3PL (3rd Party Logistics) provider and you want to bill for your picking operations, you must Owner Name and Code to the Items Sort-and-Break section of your pick ticket templates. That way, each pick ticket will be billable to exactly one Owner. Note that breaking up your pick tickets by Owner may decrease your overall picking effeciency. For example, if you store goods with different Owners in locations that are next to each other, using a Sort-and-Break on Owner Name and Code will always create two different pick tickets for the items, even though it may be more efficient to send one person to pick both items.

  9. Optionally, use the Items Sorting section to sort the inventory items after they have been logically classified (based on the Items Sort-and-Break section) but before they have been distributed to different pick tickets. (Note that you can have either an Items Sorting or a Capacity Sort, but not both.)
  10. Optionally, enter the # of Pick Tickets per Wave. This controls how many pick tickets are created. For example, if this pick ticket template is for forklifts, and you only have three forklifts, you may only want to create three pick tickets at once. (You can create additional pick tickets from the pick plan, using this same pick ticket template, after those picks are completed. Inventory not put onto pick tickets remains allocated to the pick plan. Therefore, you can create the pick tickets at any time: the inventory will not be allocated to another operation.)
  11. Optionally, use the Pick Ticket Capacity section to describe the limits of each single pick ticket. (Note that you can have either an Items Sorting or a Capacity Sort, but not both.)
    • Select a Capacity Sort to determine the order in which items should be considered as they are put onto pick tickets. In general, this should always match one of the Capacity Contraints.
    • Enter one or more Capacity Constraints. For each Capacity Constraint, check the checkbox to constrain based on this measurement, and then enter the maximum number. You can limit the size of your pick tickets based on Dim Wt, Cube, Eaches, Pallets, Cost, and # of Pick Ticket Lines. The most limiting capacity constraint is enforced.
    • For example, suppose you have:
      • Capacity Constraints of Dim Wt 50 lbs and Cube 40 ft^3
      • Item # 1, 30 lbs, 8 ft^3
      • Item # 2, 20 lbs, 10 ft^3
      • Item # 3, 10 lbs, 30 ft^3

      A Capacity Sort on Dim Wt will order the items: Item #1, Item #2, Item #3. Because Item #1 and Item #2 together weigh 50 lbs, the Dim Wt Capacity Constraint is reached first, and it is enforced. You will get one pick ticket with Item #1 and Item #2 and a second pick ticket with Item #3.

      A Capacity Sort on Cube will order the items: Item #3, Item #2, Item #1. Because Item #3 and Item #2 together have a cube of 40 ft^3, the Cube Capacity Constraint is reached first, and it is enforced. You will get one pick ticket with Item #3 and Item #2 and a second pick ticket with Item #1.

    • Set the Allow Line Splitting checkbox. Checking this checkbox means that a single pick plan line can be split onto multiple pick tickets. Leaving this checkbox unchecked means that it cannot.
  12. Optionally, use the Pick Ticket Sorting section to sort all of the lines within a particular pick ticket. This determines, for each individual pick ticket, the order of the line items that the picker looks at. For example, after all of the Sort-and-Break and Capacity Sorts are applied, you may want each actual pick ticket to be sorted by Location, Item #, and Lot #.
  13. Select OK to save your changes.

In This Section

Example pick ticket template: batch item

Example pick ticket template: by group

Example pick ticket template: by equipment type

Example pick ticket template: by zone

See Also

Pick Ticket Templates

Viewing pick ticket templates

Editing a pick ticket template

Deleting a pick ticket template

Using a pick ticket template to create pick tickets

Pick ticket template field descriptions

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