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How to use Push or Pull strategies when creating Warehouse Picks

Outbound – Warehouse Picking
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Presenter: Sune Lohse, Chief Strategy Officer

This is what happens in the video

Business Central lets you create warehouse picks in two ways: a push strategy and a pull strategy. With the push strategy, you create one pick directly from a single warehouse shipment. With the pull strategy, you use the pick worksheet to combine lines from several warehouse documents into one consolidated pick.

The pull strategy is useful when you want to bundle picks across multiple source documents, such as production orders and sales shipments. From the pick worksheet, you import warehouse document lines and choose whether to create a separate pick per warehouse document or one bundled pick.

You can use both strategies at the same time in the same warehouse.

Push strategy: Creating a pick from a single warehouse shipment

The push strategy starts from the warehouse shipment itself. When you have a warehouse shipment ready, you open it, select Functions, and then Create Pick. This pushes a pick out from that specific warehouse shipment.

The result is one pick tied to that one warehouse shipment. You can navigate into the pick lines to view the pick you just created. This is the straightforward approach when each shipment should have its own pick.

Pull strategy: Combining warehouse documents in the pick worksheet

The pull strategy works from the pick worksheet instead of the shipment. In the worksheet, you import warehouse document lines from different source documents. You can pull in lines from both production orders and sales shipments.

For example, you might select two warehouse shipments and bring them into the worksheet together. This means you are pulling several warehouse documents into the worksheet at once, rather than handling each one separately.

When you create the pick from the worksheet, you choose how to structure it. You can create a pick per warehouse document, or you can create one bundled pick that covers several documents at once. After you confirm, the system creates the pick activity, and the result can be a single pick that handles two different warehouse shipment documents going into different source documents.

Watch the available quantity on worksheet lines

When you work in the pick worksheet, pay attention to the available quantity on each line. If the available quantity on a line is zero, there is nothing to pick from that line.

When you create a pick from the worksheet, the line is left with no available quantity to pick. This tells you the pick has consumed what was available, so the line is handled.

Combining both strategies

You are not locked into one approach. You can use the push strategy for some shipments and the pull strategy for others, in the same warehouse, at the same time. Pick whichever fits the situation: push when each shipment needs its own pick, pull when you want to consolidate across documents.

Q&A

What is the difference between a push strategy and a pull strategy for warehouse picks?

The push strategy creates one pick directly from a single warehouse shipment using Functions and Create Pick. The pull strategy works from the pick worksheet, where you import lines from several warehouse documents and combine them into one or more picks.

How do I create a pick that covers several warehouse shipments?

Use the pick worksheet. Import the warehouse document lines for the shipments you want to combine, then choose to create one bundled pick instead of a pick per warehouse document. This gives you a single pick covering multiple shipment documents.

Can I create a pick directly from a warehouse shipment?

Yes. Open the warehouse shipment, select Functions, and then Create Pick. This pushes out one pick tied to that shipment.

What does it mean when the available quantity on a pick worksheet line is zero?

It means there is nothing to pick from that line. After you create a pick from the worksheet, the line is left with no available quantity to pick.

Can I use both the push and pull strategies in the same warehouse?

Yes. You can use both strategies at the same time, choosing whichever approach fits each shipment or document scenario.

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