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In Business Central, you can create inventory picks using either a push or a pull strategy. With a push strategy, the salesperson or someone working from the source document creates the pick directly from the order. With a pull strategy, the warehouse employee creates the pick manually from the pick list and fetches the source document. Both strategies result in the same inventory pick.
An inventory pick can only handle one source document at a time. You cannot combine several sales orders into one inventory pick. Combining multiple orders into a single pick is a warehouse management functionality, not an inventory pick functionality.
Push strategy: Creating an inventory pick from the source document
With a push strategy, you start from the source document. This could be a sales order, a purchase return order, a transfer order, or a service order.
You open the document, release the order, and then select the function to create an inventory pick from the menu. This is a push strategy because the person working from the source document, such as the salesperson, creates the pick and pushes it out to the warehouse.
Once you create the inventory pick, you can find it on the inventory pick list.
Pull strategy: Creating an inventory pick from the pick list
With a pull strategy, the warehouse employee creates the pick. You start from the inventory pick list, assign a new number, and then use the process tab to fetch the source document.
As with the push strategy, the source document can be a sales order, a purchase return order, a service order, or a transfer order. You select the source document you want to fetch, and the pick is created.
This is a pull strategy because the warehouse pulls the work in rather than having it pushed out from the order.
One inventory pick handles one source document
Regardless of which strategy you use, an inventory pick is tied to a single source document. You cannot import several sales orders into one inventory pick. If you need to combine multiple orders into a single pick, you need warehouse management functionality instead.
Q&A
What is the difference between a push and a pull strategy for inventory picks in Business Central?
With a push strategy, you create the inventory pick from the source document, so the salesperson or order handler pushes the pick out to the warehouse. With a pull strategy, the warehouse employee creates the pick from the pick list and fetches the source document, pulling the work in.
Can I combine several sales orders into one inventory pick?
No. An inventory pick can only handle one source document. Combining several orders into a single pick requires warehouse management functionality.
Which source documents can I use to create an inventory pick?
You can create an inventory pick from a sales order, a purchase return order, a transfer order, or a service order.
How do I create an inventory pick using a push strategy?
Open the source document, release the order, and then select the function to create an inventory pick from the menu. The pick will then appear on your inventory pick list.
How do I create an inventory pick using a pull strategy?
Go to the inventory pick list, assign a new number, and use the process tab to fetch the source document you want to pick for.