Inventory pick is standard Business Central functionality for picking items on locations that use inventory pick but not warehouse shipment. If your location has a checkmark in inventory pick and no checkmark in warehouse shipment, this is the flow your warehouse employees use to pick items for sales orders.
To use inventory pick, you first release the sales order. Then you create an inventory pick from the warehouse menu on the sales document. The warehouse employee opens the inventory pick flow, selects the sales order or enters the item number, and picks line by line by scanning the bin and confirming the quantity.
You can pick a partial quantity. If a line calls for more items than you pick, you enter the quantity you actually take. When you finish, the system asks if you want to post, and posting updates the quantity shipped on the sales order.
When to use inventory pick instead of warehouse shipment
Inventory pick is designed for locations set up with a checkmark in inventory pick but not in warehouse shipment. It lets your warehouse employees pick items from a bin on a location without the full warehouse shipment process. This is standard Business Central functionality, so you do not need any extensions to use it.
Creating the inventory pick from the sales order
The process starts with a sales order. First you release the order. Then you go to the warehouse menu on the sales document and create an inventory pick. Once you create the inventory pick, it is ready for the warehouse employee to act on.
Picking items line by line
The warehouse employee enters the inventory pick flow for sales orders and selects the sales order to pick. You can also enter the item number to find the right pick.
From there, you work through the lines. For the first line, you pick the item from the assigned bin, enter the quantity, and scan the bin code. You do not have to pick the full quantity. If you only pick two of the items on the line, you enter two. You then move to the next item, go to its bin, scan the item, and confirm the bin code. Again you can pick all of the quantity or only part of it.
Posting and updating the quantity shipped
When you have picked all the lines, the system asks whether you want to post. When you confirm, it posts the sales order. If you check the sales order afterward, the quantity shipped reflects what you actually picked. For example, if you picked two on each of two lines, the sales order shows two and two as shipped.
Q&A
When should you use inventory pick instead of warehouse shipment?
Use inventory pick when your location has a checkmark in inventory pick but not in warehouse shipment. It lets you pick items from a bin for sales orders without the full warehouse shipment process.
How do you create an inventory pick for a sales order in Business Central?
Release the sales order first. Then go to the warehouse menu on the sales document and create the inventory pick. This is standard Business Central functionality.
Can you pick a partial quantity with inventory pick?
Yes. When you pick a line, you enter the quantity you actually take. If a line calls for more than you pick, enter the lower quantity and the system records only what you picked.
What happens when you post an inventory pick?
Posting an inventory pick posts the sales order and updates the quantity shipped to match what you picked on each line.