WooCommerce PickingPal Documentation

Home » WooCommerce PickingPal Documentation

PickingPal for WooCommerce is an order picking and fulfillment accuracy app that helps you ship orders faster & eliminate shipping mistakes. Reduce returns, and save on Customer Service calls too!

PickingPal helps you achieve 100% order picking & shipping accuracy through the use of barcode scanning. Never send out an incomplete order or the wrong items to your Customers ever again!

Scan your order barcode, scan your items, and let PickingPal do the rest!

No scanner or barcodes? Please see our FAQ page for more information, or feel free to drop us a line!

Installation

  1. Purchase PickingPal or PickingPal Pro by visiting our online store. Once your purchase is complete, you will receive an email with download instructions and an API Key
  2. Download the .zip file
  3. Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File
  4. Install Now and Activate the plugin
  5. After PickingPal has been activated, go to WooCommerce > PickingPal > License, and activate the PickingPal API Key using the API Key you received via email

Settings Tab: Configuration

Pick Ticket

Visit Settings > Pick Ticket

PickingPal comes with a configurable Pick Ticket Template. To configure what is shown on the Pick Ticket:

  1. Select/Upload a Banner Image. Max: 300px wide
  2. Add in up to 5-6 lines of your Company Information such as your company name, address, phone/fax, and email
  3. Use the bubble help for additional information
  4. Save Changes.
PickingPal Settings: Pick Ticket configuration

Example of Pick Ticket with Logo & Address

PickingPal - Example of Pick Ticket after configuration
Customizing Your Pick Ticket & Packing Slip Layout

You can use the default Pick Ticket & Packing Slip templates, or create and style your own.

Create your own Pick Ticket & Packing Slip by following these steps:

  • Copy the woocommerce-pickingpal-template folder from the woocommerce-pickingpal plugin directory to your /wp-content/themes/{your-active-theme}/woocommerce/ directory
  • If you are utilizing a child theme, you may need to create the /woocommerce/ folder first within that theme folder
  • Edit the templates as you wish

Template Files

template_list.php – Pick Ticket (Orders View)
template_pick_list.php – Pick List (Orders View)
template_slip.php – Packing Slip (Within PickingPal main pick window)

If you run into any trouble with the Custom Template, simply remove the woocommerce-pickingpal-template folder.

This will reset the system to use the included Pick Ticket & Packing Slip Templates.

Advanced

Visit Settings > Advanced

The Advanced screen shows the following features:

PickingPal
  • Override Barcode
  • Additional SKU
  • Warehouse Location
  • Sort Pick Tickets/List & Pick windows by warehouse locations
  • Visibility Settings
pickingpal advanced settings screen
PickingPal: Settings > Advanced
PickingPal Pro (additional features)

In addition to the core features available in PickingPal, these are additional features that come with PickingPal Pro.

  • Override Barcodes
    • Pick Reset Override
  • Visibility Settings
    • More visibility settings available in Pro
  • Auto-pick Digital Products
  • Pick-to-Bin
  • Switch order status after picking
  • Switch order status via barcode
  • Valid order statuses
pickingpal print pick reset override barcode
pickingpal pro advanced settings screen
PickingPal Pro: Settings > Advanced

Quantity Override Barcode

For stores that ship large multiples of the same item, where the item quantity is pre-sorted and counted, the Quantity Override barcode may be used to avoid having to scan the item many times.

This is especially helpful when a shipper has to scan over 20 of the same item.

To print the barcode, visit the PickingPal > Settings tab, click Advanced and use the Print Quantity Override barcode link.

pickingpal print quantity override barcode

See below for information on how to use the Quantity Override barcode feature.

Pick Reset Override Barcode (PickingPal Pro)

Some stores may have use-cases where they would like to reset the picking status of an order without using a keyboard or mouse. This feature allows the picking status of an order to be reset by scanning a special pre-defined barcode.

pickingpal print pick reset override barcode feature

To print the barcode, visit the PickingPal > Settings tab, click Advanced and use the Print Pick Reset Override barcode link.

See below for information on how to use the Pick Reset Override barcode feature.

Additional Product SKU

For stores that would like to utilize more than one SKU per product/variation, PickingPal has an Additional SKU feature.

For example, a store may resell an electronics device that comes from the original manufacturer with the manufacturer’s UPC barcode label on it.

The store selling that item may want to create their own internal SKU for that item, but utilize the manufacturer’s barcode label for scanning purposes.

PickingPal’s Additional SKU feature allows you to create additional skus (i.e. UPC, EAN, ISBN) for each WooCommerce product for barcode scanning purposes.

Once enabled, for each product in your catalog, you can define an additional SKU for scanning purposes. In the screenshot below, we have shown the creation of a “UPC” Additional SKU.

Once defined, we can now input a UPC value for every product (including products with variations) that correlates to the value printed on the manufacturer’s barcode label.

At shipping time, as long as your physical product has a barcode equivalent to the UPC (or whatever number barcode is on the product), you can scan that barcode for picking verification on an order in place of the SKU.

PickingPal supports scan-picking for the WooCommerce native SKU, plus any additional skus you have created for that product via the Additional SKU feature.

Setting Up Additional SKUs
  1. Visit WooCommerce > PickingPal
  2. Click on the Settings tab, click Advanced
  3. Scroll down to the “Additional SKU” section
  4. Click Add SKU button
pickingpal additional sku feature
Add additional SKUs (UPC, EAN, GTIN, ISBN) to WooCommerce Products

Fields:

  • Enabled – Check to enable this Additional SKU on the Product page inside of WooCommerce admin
  • Label – Field label describing the Additional SKU’s value (i.e. UPC, EAN, ISBN, Etc.)
  • Trash – Use the trash can button to remove an Additional SKU
Assigning Additional SKUs

After creating and enabling an Additional SKU in PickingPal > Settings, you may then assign a value to that field in each Product.

  1. Visit Products > Products
  2. Open a Product
  3. Additional SKUs can be assigned on the “General” tab for the following types of products: Simple product, External/Affiliate Product, and Product Bundle
  4. Additional SKUs can be assigned in the “Variations” tab/section for Variable products
pickingpal: assign value to upc additional sku field

In the example above, we have assigned the value of 12345-M to the UPC Additional SKU field.

Warehouse Location

A warehouse location feature is available to allow store owners to assign one or more physical warehouse locations to a product.

For example, in a row of 20 storage racks, each rack having 5 shelves, and each shelve providing room for 4 cartons, there would be 400 possible stock locations to store goods.

Instead of guessing where inventory is stored, a warehouse can assign a name or identifier to each of the 400 locations, and store the exact location of that product inside the Product record of WooCommerce.

In the above example, we could define a location such as R1S4P2 to signify Rack 1, Shelf 4, Position 2, and store R1S4P2 inside the Product record of WooCommerce, and allow that value to be displayed on the PickingPal Pick Ticket or Pick List.

Setting Up Warehouse Locations
  1. Visit WooCommerce > PickingPal
  2. Click on the Settings tab, click Advanced
  3. Scroll down to the “Warehouse Location” section
  4. Click Add Location button
pickingpal warehouse location feature

Fields

  • Enabled – tick checkbox to enable or disable warehouse location.
  • Label – Enter in a descriptive name for the warehouse where the inventory is stored. For example if you have a warehouse in New York, enter in “New York” or another descriptive value in the label field. In the example above, we have identified a warehouse in the Los Angeles zip code of 90021.
  • Trash – Use the trash can button to remove an existing location
Assigning Warehouse Locations

After creating and enabling a warehouse in PickingPal > Settings, you may then assign a warehouse location to a Product.

  1. Visit Products > Products
  2. Open a Product
  3. Warehouse locations can be assigned on the “General” tab for the following types of products: Simple product, External/Affiliate Product, and Product Bundle
  4. Warehouse locations can be assigned in the “Variations” tab/section for Variable products
PickingPal: Assign warehouse location to product

In the example above, we have assigned location B7 to the LA (90021) warehouse location.

When the Pick Ticket or Pick List is printed out, the warehouse location will either be shown or hidden, depending on the Show/Hide setting defined.

PickingPal: Warehouse location shown on Pick List

Sort Pick Tickets/List by warehouse locations

When enabled, this feature will sort the Pick Ticket & Pick Lists in alphabetical order, based on the warehouse location.

This is helpful when a warehouse is organized in a sequential manner, and thus helps improve the picking speed and efficiency of the shipping staff.

Visibility Settings

This feature controls the visibility of the specified order or product values.

  • Visible – When toggled to the ON position (right), the value will be shown
  • Hidden – When toggled to the OFF position (left), the value will be hidden
ValueLocation*
Product PageFront-end website product page. Displays under/near the native SKU value
Pick TicketDisplays on the PickingPal Pick Ticket
Pick ListDisplays on the PickingPal Pick List
Packing SlipDisplays on the PickingPal Packing
Pick WindowDisplays in the PickingPal Pick Window
*Location depends on the value

PickingPal has the following visibility settings:

Show/HideVisibility Location(s)
Additional SKU(s)Product Page
Warehouse Location(s)Pick Ticket, Pick List, Packing Slip, Pick Window
Product Image (thumbnail)Pick Window

PickingPal Pro has the following visibility settings:

Show/HideVisibility Location(s)
Additional SKU(s)Product Page, Pick Ticket, Pick List, Packing Slip, Pick Window
Warehouse Location(s)Pick Ticket, Pick List, Packing Slip, Pick Window
Customer Provide NotePick Ticket, Pick List, Packing Slip, Pick Window
Product Image (thumbnail)Pick Ticket, Pick List, Packing Slip, Pick Window

Note: If multiple Additional SKUs or Warehouse Locations have been defined, they will show up as separate rows in the Visibility Setting table.

See the section below titled Order Loaded for information about the main PickingPal pick window.

Auto-pick Digital Products (PickingPal Pro)

When enabled, this feature will automatically pick any products on an order that is configured as a digital product.

Some orders may contain a mixture of a physical & digital products. Since a digital product (like an eBook or software download) is virtual, it cannot have a physical barcode. As such, PickingPal can auto-pick these products, to allow an order to reach 100% pick complete without having to manually scan a barcode for digital products.

Pick-to-Bin (PickingPal Pro)

Pick-to-bin is an advanced feature for warehouses that using multi-bin picking carts.

In simple terms, pick-to-bin is a specific type of picking process, where a special type of pick list is generated that correlates to how many bins there may be in a pick cart.​

Let’s say one of your picking staff has a pick cart with 10 bins (to pick 10 orders at a time). PickingPal can be configured to print a special pick-to-bin pick list for 10 orders, and be organized/categorized by product and pick-cart bin, instead of product alone. The pick-to-bin pick list will show how many items to pick of each item, and which pick-cart bin they are associated to.

For example, if order #1, order #5, and order #9 have quantity (1) of the same item (item A), the pick-to-bin pick list will show the information similar to this:

Item A  – QTY 3
(1) Order Bin 1, (1) Order Bin 5, (1) Order Bin 9

If order #1 and order #5 have quantity (1) of item A, and order #9 has quantity (2) of item A, the pick-to-bin pick list will show the information similar to this:

Item A  – QTY 4
(1) Order Bin 1, (1) Order Bin 5, (2) Order Bin 9

The pick-to-bin pick list will do the same type of categorization for as many unique products that are present across the 10 orders.​

Here is an example of a pick-to-bin list (5 total bins):

PickingPal Pick-to-Bin pick list example
To see a PDF example of this image, click here.
Example Pick-to-bin Usage Scenario:

In our example, a person would have a pick-cart with 5 bins, they would collect all the items for all 5 orders using the pick-to-bin pick list – placing them in the corresponding bins. Then after the orders have been 100% picked from physical inventory, they could use the order barcodes on the pick-to-bin pick list to PickingPal-verify the order contents from each bin.

Once each bin has been verified by PickingPal, the bins could be left with the shipping department to ship the 5 orders.

Pick-to-bin can be helpful by minimizing the amount of back and forth a picking staff needs to do within the warehouse. Here is a video from a pick cart manufacturer explaining one example of how picking to cart works.

For more information about this feature, or if you have questions on how it’s used, please contact us.

Switch order status after picking (PickingPal Pro)

This feature provides the capability for an order status to be automatically changed from one status to another status upon 100% pick complete.

For example, this feature could be used as follows:

  • Once and order is paid, it is placed in the Processing status. This status is used to identify orders that need to be picked for shipment
  • A shop has a dedicated staff who only pick/scan orders, but do not ship them
  • Picking staff picks items and scans them to reach 100% pick complete
  • PickingPal is configured to move orders from Processing to a custom status such as Ready for Shipment (to notify shipping staff the order is picked and ready for shipment)
  • Shipping staff identifies only those orders in status Ready for Shipment, and matches those to the picked orders provided by the Picking staff

There are many possible uses for the above feature, and the above is simply a theoretical use-case.

Defining Transition Rules

Up to two (2) order status transition rules may be defined.

By default, PickingPal Pro will show one (1) transition rule. If no transition rules have been defined, the ‘From’ and ‘To’ fields will be set to Please Select.

pickingpal switch woocommerce order status after picking: no rules set

To set the first rule:

  • Set the From order status using the dropdown
  • Set the To order status using the dropdown
  • Click Save Changes button

To add a 2nd transition rule, click the Add Transition Rule button. Once a 2nd transition rule has been added, the button will disappear.

pickingpal switch woocommerce order status after picking: two rules set

Using the example above:

  • Any order in the Processing order status will be automatically changed to Completed upon 100% pick complete
  • Any order in the Completed order status will be automatically changed to On hold upon 100% pick complete

To remove the 2nd transition rule, click the trash can button.

To remove the 1st transition rule, simply set From and To to ‘Please Select’ and click Save Changes button.

Switch order status via barcode

This feature provides the capability for an order status to be automatically changed by scanning a specific pre-defined barcode.

Up to five (5) rules can be defined.

By default, PickingPal Pro will show one (1) transition rule. If no transition rules have been defined, the ‘Status’ will be set to Please Select.

pickingpal switch woocommerce order status via barcode: no rules

To set the first rule:

  • Set the Status field using the dropdown
  • Click Save Changes button

To add rules 2 through 5, click the Add Transition Rule button, then repeat the steps above. Once a 5th transition rule has been added, the button will disappear.

pickingpal switch woocommerce order status via barcode: five rules

To remove the 2nd through 5th transition rules, click the trash can button.

To remove the 1st transition rule, simply set Status to ‘Please Select’ and click Save Changes button.

See the section below titled Using Switch Order Status via Barcode for usage instructions.

Valid order statuses (PickingPal Pro)

This feature provides the ability to set (restrict) which order statuses are valid for picking.

For example, if a store owner determines that only orders in the Processing order status are eligible for picking, it may be selected in the field provided. If an order in Pending Payment stage is accidentally picked, and scanned, PickingPal will issue both a visual & audible error warning.

This prevents orders in the wrong status from being picked, scanned, and shipped.

Export

Visit Settings > Export

Your product item barcodes can contain as little as your SKU and the SKU’s barcode, or additional information such as Product Name, Price, Color, Size, or any other attribute you feel would be helpful to have printed on the barcode label.

PickingPal helps facilitate the creation of barcode labels by allowing you to easily create a CSV Export file with the raw data needed to generate the barcode labels.

Think of this as a big mail-merge file that you can send to your barcode label provider.

Note: PickingPal displays three (3) system variables SKU, Name, Price by default as well as other system-wide defined Attributes (Products > Attributes).

Use the check boxes in the “Select Export Fields” column to determine what fields you want included in your CSV Export file.

Use the Export Field Order to determine what order you want the fields in. Simply drag the fields to reorder them.

3rd Party Developers: If you’d like to include fields/values from your Extension in the PickingPal Export, we have implemented two (2) filters: wc_pickingpal_custom_fields and wc_pickingpal_custom_field_value. The code is commented with an example in woocommerce-pickingpal.php

Export Tab

The Export section allows you to select the barcode label records you would like to export. Select one, a few, or all of them for export.

The columns and column order are based on the Settings > Export Setup section.

Using the check boxes on the far left, select one or more records for export. You may fill in the QTY values before you Export to CSV, which will include those values in the CSV. Otherwise, you may directly edit your CSV and enter in the barcode quantity values using your favorite text editor or spreadsheet.

PickingPal Export: Download data for barcode label creation

When ready, just click the “Export (*.CSV)” button to download the CSV barcode label file.

Provide your barcode CSV file to your barcode label printing provider.

Using PickingPal

Here’s an overview of how to use PickingPal.

  1. Once a new order comes in, print the PickingPal Pick Ticket / Invoice (included)
  2. “Pick” all of the order items from physical inventory
  3. For each order, pull up the PickingPal main screen, and then scan the Order barcode on the Pick Ticket. This will load all the Order items into “Unpicked items” section of the screen
  4. Scan the barcode of each picked item, and let PickingPal go to work.
    • If you’ve picked the correct item, PickingPal will display a green indicator, provide an “OK” confirmation tone, and move that item to the “Picked items” section.
    • If you’ve picked an incorrect item, PickingPal will display a red alert indicator, and provide a “NOT FOUND” warning tone.
  5. Along the way you’ll see a progress indicator and once the order is pick-complete, the system will confirm it onscreen and audibly too with a 100% pick-complete audible sound!

Printing PickingPal Pick Tickets

In WordPress Admin, visit WooCommerce > Orders

Print One (1) Pick Ticket

Find the Order you would like to ship, and click the “Print Pick Ticket” action button.

PickingPal: Print Pick Ticket action button

Print Multiple Pick Tickets

Using the checkbox on the far left, select the Orders you would like to ship, then use the “Print Pick Ticket” option from the Bulk Actions dropdown.

PickingPal: Print Pick Tickets using bulk actions

“Print Pick Tickets” filter in Orders view

To make locating orders that need picking easier, a “Print Pick Ticket” filter is available in the Orders view.

PickingPal: Print Pick Tickets view filter

This view will show only those orders that have not had Pick Tickets printed. Once a Pick Ticket has been printed on an order, it will no longer show up in this filtered view.

Pick Lists

Pick lists are helpful to the picking/shipping team because they help improve picking efficiency.

A pick list is a consolidated view of what inventory items are needed across multiple orders, allowing the picking staff to avoid going back to the same warehouse/bin location multiple times.

For example, if you have 3 orders, each having two quantity units of SKU1 & SKU2, a pick list will show a line of (6) of SKU1 and (6) of SKU2 that are needed for the 3 orders.

Instead of having to manually go through each Pick Ticket to count the total number of items that are needed for a specific item, a PickingPal pick list does that summarizing automatically.

Printing a Pick List

  1. Visit WooCommerce > Orders view
  2. Tick the checkbox next to the orders that are ready for shipment
  3. Use the “Print Pick List” option from the Bulk Actions dropdown
  4. Click the “Apply” button
Print Pick Tickets in bulk

A print dialog window will open, allowing for the printing of the pick list.

PickingPal Pick List

Scan Order Barcode on Pick Ticket

In the WordPress Admin, visit WooCommerce > PickingPal

pickingpal main screen: picking via barcode scanning

Using your barcode scanner, scan the Order barcode on the PickingPal Pick Ticket.

Example Pick Ticket

Scan barcode

PickingPal: Scan order barcode

Order Loaded

Once the Order is loaded, you’ll see that all the Order line items appear in the “Unpicked items” list, and the cursor has moved to the Product SKU field above.

PickingPal main screen: Order loaded

Now, you’re ready to start scanning barcodes on items themselves.

Scan Barcode on Physical Items

Grab your first Order item (the physical item you’re shipping) and scan the barcode on that item. In our example, we’ll start by scanning the White, Medium, Crew Neck Undershirt item.

When using a barcode scanner, they are generally configured to automatically add an “Enter” after successfully scanning a barcode. This is equivalent to entering the SKU in the field above, and clicking the Pick button.

Picking Progress

During a successful barcode scan, you will see and hear the following visual and audible “OK” notifications.

  • Progress bar will show an increase % scanned, and the grey shaded area will grow
  • Green “product found” indicator
  • “OK” audible sound

Repeat the above process for each picked item:

Continue scanning product barcodes. See progress.

Once picking is complete, PickingPal will show the progress indicator at 100%, play a “pick complete” audible sound, and reset the cursor into the Order Number field to prepare for the next Order barcode scan.

All product barcodes scanned.

Congratulations! You successfully scanned and verified your first order. Ship with confidence that all items in the order are correct.

Scanning Incorrect Items

During a scan of an incorrect item, you will see and hear the following visual and audible “NOT FOUND” warning notifications.

  • Progress bar will NOT show an increase % scanned, and the grey shaded area will NOT grow
  • Red “product not found” indicator
  • “NOT FOUND” audible sound (a buzz)
Scanned wrong product barcode

Printable Packing Slip based on items picked

A “Packing Slip” has been added in this release to allow shippers to print the items that are being currently shipped.

Pick Tickets are used to pick orders, but there may be occasions where an order cannot be shipped complete. In these cases, a Packing Slip may be printed to show what items are actually being shipped.

Once the Print Packing Slip button is pressed, a print dialog will appear and show a form similar in appearance to the Pick Ticket.

The Packing Slip will include Quantity Order, Quantity Shipped, Quantity Backordered columns and values.

Quantity Override: Usage

Visit the PickingPal main tab, load the order. The field focus will automatically move to the Product SKU field.

Scan the Quantity Override barcode, an Override item dialog will appear.

Scan the barcode of the item you want to override the quantity.

Enter the override quantity amount in the Qty field, then click the Pick button to pick that quantity of the item.

Support for back order items

For stores allowing back orders, PickingPal now supports this by separating the pick window into in-stock items (top) and back ordered items (bottom).

PickingPal: Backorder support

In cases of back ordered items, PickingPal will always use a top-down scan order. Meaning it will scan/verify items at the top first, then proceed down the list.

It will not prevent back ordered items from being scanned, but it will allow the shipper to scan the items that are currently in stock, and then come back at a later time to ship the back ordered items once they are in stock.

Scan Log

PickingPal maintains a log of all order & barcode scans. The log view includes 4 columns.

pickingpal: main log screen

Columns:

  • Order# – Identifies the order number of the scan log record
  • Date scanned – Date & time of most recent scan activity
    • Check mark – Indicates 100% pick complete
  • Scanned by – Last user who performed scan activity
  • Activity Log – Link to Activity Detail log that shows all scan activity history for a particular order

Partial scan support

PickingPal logs every pick event separately and allows orders to be partially scanned. When an order has been partially scanned, a scan log entry will be created in the Log view.

pickingpal scan log entry showing partially picked order

To view more information about the current status of the scan log, click on the date/time link and a pop-up box will appear.

pickingpal scan log pop-up

The 2nd column (Qty) indicates the total quantity, and the 4th column (Picked) indicates the number of items that have been picked for the line item.

Finding Orders in the Scan Log

To search for an Order, enter the Order # in the upper right Search box, or navigate through the Order pages using the Navigation arrows at the top and the bottom of the Scan log table.

Viewing Activity Detail Log

  • View – To see the activity detail log of a specific order’s scan log entry, click on the View link in each row
  • View Picking Activity Detail Log – To see the activity detail log of all of the orders, click this link

Note: To return to the main Log screen, click the Log tab

Pick Reset Override: Usage (PickingPal Pro)

In cases where you need to reset the picking status, instead of manually pressing the Reset picked items button, you may use the Pick Reset Override barcode. Note: This feature is primarily used on orders that have either been partially or fully picked.

Visit the PickingPal main tab, load the order. The field focus will automatically move to the Product SKU field.

pickingpal order loaded: use pick reset override barcode
Order loaded. Field focus in Product SKU field

Scan the Pick Reset Override barcode.

pickingpal print pick reset override barcode label

Once the barcode scan has been performed, the Reset picked items button will be activated.

pickingpal pick reset via barcode

Once the picking reset process is complete, the order line items will appear in the UNPICKED ITEMS window.

Switch Order Status via Barcode: Usage (PickingPal Pro)

In cases where you would like to change the order status of an order quickly, you may use the Switch Order Status barcode functionality.

Note: Before using this feature, one or more Order Status transition rules need to be defined under the Switch order status via barcode section in Settings > Advanced.

Visit the PickingPal main tab, load the order. The field focus will automatically move to the Product SKU field.

pickingpal order loaded: use pick reset override barcode
Order loaded. Field focus in Product SKU field

Determine which order status change barcode to use (OSC1 – OSC5), and scan the corresponding barcode. In the example below, we will be scanning OSC1, which will move the order status to On Hold.

pickingpal: using switch order status via barcode

After the barcode has been successfully scanned:

  1. An order status change success sound will be played
  2. The new order status will be displayed on the screen
pickingpal switch order status via barcode after status change

Changelogs

See the following links for version updates.

PickingPal changelog

PickingPal Pro changelog