How do I create picklist more efficiently based on the picker availability and delivery time selection?
To create a picklist more efficiently based on the picker availability and delivery time selection, do the following:
- Log in to the 'Anywhere Commerce Control Panel' by using your User Name (Email Address) and Password.
- You will be navigated to the Dashboard page.
- Click the
icon. The Orders & Leads section will be displayed as shown in the figure.
- Click Picklists and select Bulk Picklist. You will be navigated to the Picklists > Create Bulk Picklist page.
- You have two options for filtering the orders here, they are - By Order Date and By Delivery Slot.
By Order Date:
- To filter the orders by order date, select By Order Date radio button.
- Note: By default, it will be selected.
- Select the location from the Select Location drop-down, for which you want to create the picklists.
- Picklist per each Order: If you want to create a separate picklist for each order, select the Picklist per each Order checkbox. If you want to create a single picklist for all the orders, don't select the Picklist per each Order checkbox.
- Channel: Select the required marketplace channel(s) from the Channel multi-select drop-down for listing out the respective orders of those channels.
- Note: The Channel drop-down will be displayed if you are connected to some channels through the 'SellerWorx'.
- To filter the orders for creating picklist, select the date range from the From Date and To date 'date pickers'.
- The total number of orders and the total number of items of those orders matching the selected location and date range criteria are displayed in a grid.
- Further, the Pickers of the selected location and their status of assigned items will be listed in a grid.
- After observing the workload of the pickers, select a suitable picker to whom you want to assign the picklist.
- You can assign a specific number of orders or items for creating a picklist.
- To create a picklist for a specific number of orders, select the To be assigned Orders radio button and enter the number of orders in the To be assigned Orders text box.
OR
- To create a picklist for the specific number of items, select the To be assigned items radio button and enter the number of orders in the To be assigned items text box.
- Click Create. The picklist(s) will be created and you will be displayed a relevant success message.
- You can view the orders and products associated with that picklist.
By Delivery Slot:
- By default, the By Order Date option will be selected.
- To filter the orders by delivery slot, select the By Delivery Slot radio button. The following options will be displayed.
- Select the location from the Select Location drop-down, for which you want to create the picklists.
- Picklist per each Order: If you want to create a separate picklist for each order, select the Picklist per each Order checkbox. If you want to create a single picklist for all the orders, don't select the Picklist per each Order checkbox.
- Channel: Select the required marketplace channel(s) from the Channel multi-select drop-down for listing out the respective orders of those channels.
- Note: The Channel drop-down will be displayed if you are connected to some channels through the 'SellerWorx'.
- Select the date from Date 'date picker' to filter the orders for creating the picklist.
- To segregate the orders as per the delivery mode (if required), select the required delivery mode from the Delivery Mode drop-down. The available options are - Home Delivery and Store Pickup.
- Note: Through this feature, you can list out the orders of the Home Delivery or Store Pickup separately or combinedly.
- The respective delivery slots of the selected criteria will be displayed under the Delivery Slot drop-down. Select a delivery slot for which you want to create the picklist.
- The total number of orders and the total number of items of those orders matching the selected location, date, and delivery slot are displayed a grid.
- Further, the pickers of the selected location and their status of assigned items will be listed in a grid.
- After observing the workload of the pickers, select a suitable picker to whom you want to assign the picklist.
- You can assign a specific number of orders or items for creating a picklist.
- To create a picklist for the specific number of orders, select the To be assigned Orders radio button and enter the number of orders in the To be assigned Orders text box.
OR
- To create a picklist for the specific number of items, select the To be assigned items radio button and enter the number of orders in the To be assigned items text box.
- Click Create. The picklist(s) will be created and you will be displayed a relevant success message.
- You can view the orders and products associated with that picklist.