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Topic 9 of 25

Picking by the case

Pick faces, case barcodes and lanes; a picklist to a picker; the pick board; suites.

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Case picking modulePick Board · the picker app

Pallet picking moves whole pallets. Case picking is the other job: someone walks the aisle with a scanner and takes twelve cases off one pallet, eight off another. DockLedger runs that end to end.

Set it up once

Three things make it work. Pick faces — on the rack plan, click a bay and mark the ground-level slots pickers actually pick from. Case barcodes — map each product’s case barcode to the product in the barcode map on the Stock screen, per company, because two suppliers can use the same code for different things. Lanes — name the marshalling lanes where picked stock is staged before it goes out the door, on the Goods Out screen.

Build a picklist, hand it to a picker

Supply chain builds the lists in the Picklist Builder in the Supply chain suite — a product-first screen showing every product with its live position: pallets on site, cases in the pick faces, the next expiry date, filterable by name or SKU. Add cases straight from the table, point the list at a lane, and it lands on the Pick Board as Queued. Assign a picker from the card and it is on their phone. Pickers sign in with the same simple username logins as checkers: no email address, nothing to set up on the device.

The picker app

Pickers work in their own app at dockledger.co.uk/pick — built for a phone or a scanner gun, not a desk. Each line tells them the slot — the pick face holding the oldest date. There is nothing to choose: scan a case and the line is counted and ticked off, always deducting oldest-date-first, and only ever from a pick face — the system refuses a pick from reserve. If the stock is not there, the picker records a short instead of silently moving on — and the office sees it. As they build pallets they tap Record a pallet, and the board counts the pallets wrapped.

Why the deduction is automatic

The moment picking relies on someone remembering to also update stock, the stock figure is fiction by Friday. Here the scan is the stock movement — one action, recorded once, with the date rotation baked in.

A customer’s minimum life on receipt

Set Minimum life on receipt (days) on a customer in Contacts and picking honours it: stock with fewer days left than that customer needs is skipped for their orders and refused in words if nothing else in the slot covers it — “Tesco Depot needs at least 10 days of life on receipt; this pallet has 6” — rather than shipped and argued about on delivery.

The Pick Board

Pick Board
The Pick Board: queued, picking and done columns, the investigate list with a short waiting on a decision, and the two watchdogs underneath

Whoever runs the floor gets their own screen: every picklist today in Queued, Picking and Done columns with live progress, reassign a picker mid-shift, and Replenishment & investigate underneath — pick-face refills the pickers asked for, and every short waiting on a decision. Accept short ships the order with what was picked; Send back to pick puts the line back on the picker’s phone. Two watchdogs sit at the bottom: Expiring in the racking lists dated stock going out of life within 7 days, and Put-away checks flags the signs a pallet went to the wrong slot — two products in one pick face, a slot over its capacity, or older stock in reserve behind a newer pick face.

Suites — one screen per job

From Users & Team, an owner or manager can lock a team member to a suite — just the screens their job uses. Someone on the Picking suite signs in straight onto the Pick Board; the Supply suite gets the Picklist Builder, buying and stock; the Goods Out suite gets the lane board and dispatch. It works on the floor logins too: a picker’s username opens the picker app and not the checker app, and neither opens the office console.