Pick List template reference

The pick list is the warehouse's walking sheet, generated from a saved pick list that may cover one order or many. It lists the rows to collect, in the order to collect them: the bin to walk to, the SKU, the quantity and a tick box.

It carries no customer, no addresses, no prices and no money — it never goes in the box.

What makes it different

A row is a bin visit, not a product

One product can appear on several rows when its units come from several bins, and the same bin can appear more than once. Don't write a template that assumes one row per product.

The rows arrive already in walking sequence, and the template cannot re-sort them. That sequence is the entire point of the sheet.

The header bar

Under Pick List Meta:

Field	What it prints
Warehouse	The warehouse being picked.
Pick List Number	The sheet's own reference.
Generated At	Already formatted — for example Mar 04, 2026 · 2:15 PM.
Order Count	How many orders are in the batch.
Total Pick Rows	How many rows on the sheet.
Total Units	How many units in total.
Pick Strategy	The rotation intent behind the sheet, read from the products on it: FIFO, FEFO for expiry-tracked stock, or Mixed when it carries both.

Separately, Store gives the store name, logo and address.

Store and Strategy are conditional, not decorative

Store fills in only when every order on the sheet belongs to one store — on a multi-store wave it's deliberately blank, which is what the Has Store switch is for. Pick Strategy is blank on an empty sheet rather than asserting a rotation for nothing.

Wrap both rather than printing them bare, or a wave sheet prints a label with nothing after it.

That single store also decides which pick list template prints. A sheet whose orders all belong to one store uses that store's own version if it has one; a multi-store batch has no single store to resolve and falls back to the global template. See How PDF templates work.

What each row can show

Inside the row loop:

• the walking sequence number

• the bin code and the bin type label

• the SKU and the description

• the quantity

• the order number

• the bin type, and Pick Reason Label — why the picker is being sent there

• Pick Status Label — how far the picker got with the row

Plus per-row switches for:

• whether a bin was found
• whether the row has serial numbers, with the list of them
• whether serials are still pending
• whether the line was substituted — with the originally ordered SKU, its description, and a short note reading like replaced from RE61996

Status is blank news on a fresh sheet

Every row is Pending on a sheet you've just printed — Pick Status only says something on a re-print. Pick Reason is the one that's useful the first time round.

The sheet-level switches

Under Conditional Flags:

Switch	What it's for
Has Items	Whether the sheet has rows at all. The stock sheet prints Nothing to pick. in the inverted branch.
Has Bins	At least one row resolved to a bin. Use it to show or hide the whole Bin column, so it disappears entirely for a warehouse that doesn't use bins.
Has Store	Every order on the sheet belongs to one store, so the store name and logo have something to print.
Has Multiple Orders	Use it to show or hide the Order(s) column — a single-order sheet stays clean, while a batch tells the picker which order each row belongs to.
Has Shortfall	Some units couldn't be covered from pickable bins. Pairs with Shortfall Units for the count.
Has Swapped Lines	Some lines were substituted. Pairs with Swapped Line Count.

Keep the shortfall banner prominent

The stock sheet prints an orange banner reading Shortfall: N unit(s) could not be covered by pickable bins. Rows without a bin need replenishment or a manual pick.

A picker who misses it walks straight past the row and the order ships short. If you redesign the header, keep this banner where it can't be overlooked.

The swaps banner is amber and warns that some lines were substituted, so the picker pulls the bold SKU rather than the one in brackets.

Why a row points at the bin it does

Each row exposes a Pick Reason — why the picker is being sent to that bin. It's recorded when the sheet is built, so a re-print still tells you why the original plan chose that bin, even after preferred flags have moved and stock has drained. Print Pick Reason Label rather than the raw value on a sheet a person reads:

Reserved Bin · Preferred Bin · Primary Pick · Reserve · Pickable · Shortfall · No Bins.

Shortfall is the one that matters on the floor: the units on that row had no pickable bin to come from. No Bins is different and not a problem — the warehouse simply doesn't track bins, so there's nowhere to point.

What the stock template contains

• a Pick List title, with the store name and logo when the sheet belongs to a single store
• a header bar with Warehouse, Reference, Orders, Generated, Strategy and a blank Picker: ______ line
• the shortfall banner
• the substitutions banner
• the row table — sequence number, a Bin column (only when bins exist), SKU / Item, an Order(s) column (only for multi-order batches), a boxed quantity and a tick column
• Total Rows and Total Units at the bottom right
• Nothing to pick. when the sheet is empty

Common additions

• much bigger bin codes
• a barcode beside each bin code
• a picker signature and date line
• a staging-area note
• highlighted sequence numbers

Grouping rows by zone is the one to be careful with. The template can't re-sort rows, so "grouping" in practice means styling based on the bin code — the walking order stays exactly as generated.

Next steps

• Print, email & share these documents — where a pick list gets printed.
• Variables reference — the automatic pick-list table and its columns.
• Edit a template — building your own row loop.