Overview

The Pick Pack process in OmniPoint Order Management helps warehouse teams efficiently fulfill customer orders. It enables users to group, pick, pack, and ship items while tracking order status, inventory movement, and pre-authorized payments.

The Pick Pack process is typically used by warehouse staff. It allows for batching multiple orders, scanning items, creating packing slips and shipping labels, editing items during fulfillment, and capturing payments once packing is complete.

This process is critical for maintaining accuracy in inventory and order fulfillment, especially in high-volume operations or when using multiple ship methods and warehouse locations.

Instructions

1. Go to Fulfillment Pick Pack Dashboard.
2. Use filters to narrow down to the correct sales channel, status (e.g. To Be Shipped), date range, or warehouse.
3. Select the orders you want to process and click Assign Batch.
4. Click the batch number to enter the Pick List.
5. Use a barcode scanner or manual entry to record picked quantities.
6. Once all items are picked, click Submit to finalize the pick step.
7. Click on an individual order in the batch to enter the Pick Pack Dashboard.
8. Use the packing tools to pack items into boxes, print packing slips, and apply shipping labels.
9. Optionally, click Create Backorder for any unpicked items.
10. Click Capture and Mark as Shipped to finalize the order and capture payment.

Key Features

• Assign Batch: Group multiple orders into a single batch for collective picking.
• Pick List: Aggregates SKUs across orders to optimize warehouse routes.
• Hide Picked Items: Toggle to view only remaining items during large batches.
• Edit Items: Modify or remove items at pick time due to damage, shortage, or vendor errors.
• Create Backorder: Automatically generate child orders for unpicked quantities.
• Capture and Mark as Shipped: Finalize the fulfillment and capture pre-authorized payments.

Pick and Packing Documents

• Pick List: A printable sheet showing all SKUs and quantities to be picked for a batch. Optimized for warehouse navigation.
• Packing Slip: Inserted into the shipment, this shows the customer what they should expect in the box.

Pre-Authorization and Payment Capture

Orders with stored credit cards (CIM) often have a pre-authorization captured at order time. The Pick Pack dashboard includes a Capture and Mark as Shipped button to:

• Capture funds from the customer’s pre-authorized payment.
• Update the order status to "Shipped."

This ensures that the customer is only charged once their order is fully packed and shipped.

Real-World Use Cases

• Uses product attribute balloons in the pick screen to identify special handling notes.
• Leverages the Edit Items function to remove damaged goods during picking.
• High-volume warehouses: Benefit from the aggregated SKU view to reduce walking time and increase pick efficiency.

Best Practices

• Always assign batches logically—by shipping method, warehouse zone, or order size.
• Use the Pick List before packing to ensure all items are accounted for.
• Use barcode scanning wherever possible to reduce manual entry errors.
• Mark any exceptions with Create Backorder to maintain accuracy in tracking.
• Ensure warehouse teams are trained on Capture and Mark as Shipped workflows.