Pick list templates
Overview
A pick list template is the rule set that creates pick lists. It answers three questions at once: which orders belong together, how the aisle is walked (single, batch pick, into boxes) and how many orders a list may hold. A template therefore decides what the warehouse does all day — which is why it lives in the settings rather than in day-to-day work.
Without a template every pick list is built by hand. For a small warehouse that is perfectly fine; beyond a certain volume the same selection starts again every morning — and every deviation is one nobody notices.
Core tasks
Create a template. A name and a run type are enough. The run type decides how pick tasks are built: batch pick merges the same article across several orders into one walk, while rolling pick-to-box deliberately keeps orders apart because the picker reaches straight into the order's own box.
Set filters. Filters are combined with AND: an order must satisfy all of them. List values are separated by commas (DE, AT), yes/no filters answered with true or false. Unknown filter keys are rejected instead of silently ignored — a typo must not produce a list that looks plausible and contains the wrong orders.
Define limits. The lower limit prevents half-empty carts: if fewer matching orders are found, no list is created at all, on purpose. The upper limit caps the list; without a value a safety limit of 500 applies.
Switch on automation. With "Create automatically" a schedule creates lists from this template every 15 minutes as soon as enough orders match. The same run can be triggered by hand at any time.
Fields in detail
| Field | Meaning |
|---|---|
name | Template name; shown on the resulting pick list. |
type | Run type: single order, single-item run, batch pick, two-stage, rolling, identical orders. |
minOrders | Minimum number of orders — below this no list is created, deliberately. |
maxOrders | Maximum number of orders; empty = safety limit of 500. |
sortOrder | Sorting of the templates among each other. |
color | Free marker colour for quick distinction. |
autoCreate | Enables the 15-minute schedule for this template. |
active | A switched-off template runs neither automatically nor by hand. |
filters | Key/value pairs from the maintained catalogue; combined with AND. |
brandId | Brand the template applies to; empty = all brands. |
Settings & permissions
Maintaining templates requires the permission "Maintain pick list templates" (wms.config.manage), and the "Warehouse operations" module must be active. Anyone who only views or works pick lists does not need this page — the picking permissions are enough.
FAQ & troubleshooting
The template matches no orders. The preview shows what it would currently pick up. The most common cause is a filter that is too narrow — for example a weight filter while no article weights are maintained.
No list is created despite automation. Then fewer matching orders exist than the minimum requires. That is not a fault but the promise of the lower limit.
A filter is rejected. The key is not in the catalogue. The selection list in the dialog offers valid keys only.