Pick List Report

Reports > Inventory > Pick List

Items > Item Fulfillment

The Pick List Report is used to get a print out of items to fulfill.

1. Name - enter a report name
   Default: Pick List

2. Output - select output format (Html or Pdf (default))
   Template (not pictured) - select a report template

3. Reset - click to reset to default options

4. Fulfillment Building - filter by fulfillment warehouse(s)

5. Expected Date - filter by expected date range

6. Inventory Route - filter by inventory route of the receiving warehouse

7. Items - filter by item(s)

8. Receiving Building - filter by receiving warehouse(s)

9. Status - filter by fulfillment status (Blank (default), Open, Closed); if no status is selected, all statuses are included

10. Item Tags - filter by item tags

11. Group by Item - check to include one page per item with a list of each building, date, and quantity

12. Group by Item Fulfillment - check to include one page per item fulfillment

13. Group By Route - check to group multiple fulfillments consecutively by inventory route

14. Group by School (selected by default) - check to include one page per school

15. Include Consolidated Pick List - check to include a page with a list of all items and quantities that need to be fulfilled. This will be the first page of the report.

16. (+) - click or drag and drop to move available sort columns to the Sort By field
    Note: The following data points are available for sorting items on each pick list:
    Identifier
    Item tags
    Name
    Storage Location Name
    Weight

17. Drag and Drop to arrange Sort By columns in order of sort priority or click the Trash Can to remove a field

18. Paper Format - choose a paper format
    CR80
    Legal
    Letter (default)

19. Orientation - choose orientation
    Landscape
    Portrait (default)

20. Include Header - check to include report header

21. Include Footer - check to include report footer

22. Include Filter - check to include selected filters

23. Save as Template - click to save the selected filters and columns as a template
    

1. Name - enter a template name

2. Public - check to make the template available to other users

3. Security Roles - select the security roles that can access a Public template

4. Cancel - click to return to the previous screen without saving the template

5. Save - click to save the template

24. Reset - click to reset to defaults

25. Request Report - click to request report
    Note: Report will appear in the bell icon when complete

Report Format

1. Header - notice the District Logo, District Name, and Report Title.

2. Pick List - breakdown varies by 'group by' options selected

1. Include Consolidated Pick List - notice the fulfillment buildings and expected dates; notice the item identifier, item name, base units per preferred unit of measure, item tags, storage location (quantity), and the grand total quantity requested; notice the space to write the quantity fulfilled.
   

2. Group By Item - notice the item identifier, item name, description, fulfillment building, storage location, and quantity on hand; notice the fulfillment identifiers, dates, receiving warehouses, expected dates, and quantity requested; notice the space to write the quantity fulfilled.
   

3. Group by Item Fulfillment - notice the fulfillment identifier, fulfillment date, expected date, fulfillment building, receiving building, and address; item identifier, item name, base units per preferred unit of measure, item tags, storage location (quantity), and quantity requested; notice the space to write the quantity fulfilled.
   

4. Group by Route - notice the fulfillment building, route, and expected date; notice the item identifier, item name, base units per preferred unit of measure, item tags, storage location (quantity), and quantity requested; notice the space to write the quantity fulfilled.
   

5. Group by School - notice the fulfillment identifiers, fulfillment dates, expected dates, fulfillment building, receiving building, and address; notice the item identifier, item name, base units per preferred unit of measure, item tags, storage location (quantity), and quantity requested; notice the space to write the quantity fulfilled.
   

3. Filters - notice the name(s) and value(s) of selected filters

4. Footer - notice the date and time the report was requested, pages, and TITAN logo