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FAQs for Picking

Answers to common questions about picking methods, settings, and pathways in InfoPlus.

Is This What I'm Looking For

Use this page when you have a general question about how picking works in InfoPlus, like choosing a picking methodology, replenishing a forward location, or setting up barcodes for scanning. Without it, you're stuck guessing at settings or digging through unrelated articles for a quick answer. This page does not cover step-by-step setup instructions. Follow the links in each answer for those.

Use Command + F to search this page for your question. If you don't see it, reach out to InfoPlus Support and we can add it here.

 

Table of Contents: 

Item Inventory does not match what’s in InfoPlus?

Run a Cycle Count. If the counts between the actual location and what is in InfoPlus don't match, you can perform an Inventory Adjustment.

Learn how to run a Cycle Count in InfoPlus

Learn how to perform an Inventory Adjustment in InfoPlus

I can’t find the items in the location?

Here are a few common reasons you might not be able to find an item in a specific location:

  1. Go to the Item Record and check the Locations tab to see every location the item currently lives in 
  2. Check your Allocation Rules
  3. Check the Audit Table
  4. Check the Item's status (Damaged or Blocked)

If the item still isn't where you expect it, you can use Alternate Pick Location. Enter the quantity on hand (if any), then short the ticket. This gives the picker another location to pull that SKU from.

How do I replenish a forward location from a storage location?

Set up a Pick Face Assignment (PFA), which is part of a replenishment plan. Once it's set up, run the replenishment plan. If there's inventory in your storage locations it will direct you to pick from storage and replenish the forward location.

Learn more about Pick Face Assignments

Learn more about Replenishment in InfoPlus

How do I set up a trigger to notify me when stock is low?

There are two ways to set this up:

  • Use the Low Stock Status on the Item Details Page.
  • Go to the Item Table and create a smart filter for the items you want to replenish, filtered by Available Quantity or Orderable Quantity.
    • Then go to the Manage Triggers table and set up a trigger to notify you when an included item reaches a low level.
    • From there, you will need to create a pick face assignment and run a replenishment plan

What are picking methodologies? And how do I choose one?

We have some resources that walk through the different picking methodologies: 

Where do I tell InfoPlus which picking methodology I want to use?

You'll set your picking methodology when you set up your Fulfillment Plan, in the Picking Options section. You can have multiple fulfillment plans, each with its own picking methodology.

In Edit mode on the Fulfillment Plan, click the Picking Rule field name for tips from the Fulfillment Plan article.

 

Can I use different picking methodologies in the same warehouse?

Yes. Just identify the picking methodology when you set up each Fulfillment Plan. Different Lines of Business often need different methodologies for the most efficient picking.

How do I make sure an order is picked from a certain location?

If you want orders, or orders from a specific Line of Business, to be picked from a specific location, attach a location smart filter to your fulfillment plan so it only pulls in orders that would be fulfilled from your desired picking location.

How do I use a different barcode field than SKU to scan while picking?

You can set up InfoPlus to require pickers to report on any scannable field while picking. See Create a Pick Scan Scheme for how to set these parameters and make any field a scannable attribute for pickers. 

You can also add additional barcode fields to your inventory by using a custom field. 

InfoPlus only allows an item to have one SKU, but sometimes one item can have multiple SKUs for the same item. Where do I put the secondary SKU?

  1. Create a custom field for the secondary SKU
  2. Set up that custom field as a scannable field when picking

Can I use QR codes for scanning instead of standard barcodes?

Yes. Sometimes an item's SKU and information is too long for a barcode, or a printer struggles to print one clearly. A QR code stores the same information but stays the same size no matter how much data it holds.

See examples of standard and QR barcode templates

Can I set up barcodes to scan items when picking?

Yes. See Create and Use a Barcode Template for step-by-step setup.

Is it possible to sell inventory from one LOB to another?

Yes. You can use a feature in InfoPlus called Transform Inventory. Out of the box, it only allows SKU changes within the same LOB, but you can submit a ticket requesting transfers from one LOB to another.

See Transform Inventory for more information