A Pick Sheet report provides you with a list of items that are required to fulfill each Order within a specified date range. **You will not see a Pick Sheet for an order if it is not assigned to an Appointment and Resource (truck/location) on the Calendar**. You can find the Pick Sheet report by clicking on the Reports tab on the left side, and it will be under the Inventory section.
Pick Sheets are very helpful for rental companies that need to put together large orders and get them ready for pick-up or to load onto a delivery truck for drop-off. They show all of the items contained on a job and their related product details and quantities needed.
The Pick Sheet will include all item types (rental, retail, and service) making it a dynamic report for both the warehouse as well as on-the-job.
The filter allows you to define the search by Appointment Date Range, Product Type, Product Category, Status, and/or Picker/Technician (Filters are inclusive).
Each pick sheet within the report can be viewed by clicking on the Gear icon along the left side of the report (see first image above). Under the gear icon, you have the choice to view/fill the Pick Sheet, print the Pick Sheet, and also print a copy of the related invoice.
You can print all of the Print Sheets displayed for the selected date range by clicking the 'Print Pick Sheets' button at the top-right of the page.
Under the gear icon, select 'View Pick Sheet' in order to digitally fill out the pick sheet items as picked. The user can indicate when the items have been picked/performed by filling in the field below “Picked”.
