A Pick Ticket is a list of materials that need to be gathered just prior to the start of production/fabrication, so they are immediately accessible when they need to be cut, machined, or assembled into the finished product. Or perhaps they’re simply items being pulled and staged before being shipped.

The objective is to improve efficiencies and mitigate any unnecessary latency or idle time because someone is waiting on materials to be pulled, before work can begin, or the truck needs to leave for deliveries.
In the perfect world, Panel Saws, CNCs, edgebanding & boring machines are running nearly non-stop and are never waiting idle, while materials are having to be collected.

A typical workflow might have someone in the role of Project Manager create the pick ticket of the items that need to be gathered. Then, someone in the warehouse area monitors the pick ticket queue and prints the report of the items that need to be pulled.

Once the materials have been collected, the final step is to ‘Consume’ the items. As items come in from vendors, inventory numbers increase. To maintain the integrity of inventory quantities of items ‘On-hand’ and ‘Available’, items being cut, machined, assembled, or shipped must be ‘Consumed’, because they are leaving inventory.

Creating a Pick Ticket for a Project or a Phase of a Project

Open

1. From the Project form, select the Material/Purchasing tab.

2. Select the Pick Tickets sub-tab.

3. Click Add New Ticket.

4. Select the desired Phase.

5. Click OK.
   
   
   

6. By default, the Title will inherit the Project ID, Phase ID, and the name of the phase, but you can give it any name you choose.

7. Click ‘OK’.
   
   

   Open

   

    

Multiple Options for Adding Pick-Ticket Items

1. Right click in the items panel and select ‘Add Row’ from the pop-up context menu (alternatively, you can click the ‘Insert’ key)

2. Click the ‘Import’ dropdown show available import options.

    

    

3. Select the desired option.
   
   

    

4. When all of your desired items are placed on the pick ticket, click the ‘Released’ checkbox to send it to the ‘Pick Tickets’ sub-tab on the Inventory tab.
   
   

Printing the Pick Ticket

1. Click the Print button.

2. Select your desired Pick-Ticket Report

3. Click OK.
   
   

   
   
   

Consuming Pick-Ticket Items

Once items have been gathered (or no later than immediately after they have been cut, machined, or assembled), it’s time to consume them, to keep the inventory ‘on-hand’ and ‘Available’ quantities accurate.

This can be done either at the project level, or globally, from the queue found by navigating to:
Inventory->Pick Tickets.

Consuming via Project->Materials/Purchasing->Pick Tickets

1. Right click anywhere in the items list to open a pop-up context menu.

2. Select either ‘Consume’ or ‘Consume All’ from the list.
   
   

Consuming via Inventory->Pick Tickets

1. Navigate to the Inventory Form

2. Select the Pick Tickets sub-tab.

3. Right click anywhere in the items list.

4. Select Consume… or Consume All.