Build your picking exception tracker.

How to build your picking exception tracker

1. 1

   Describe the job

   Give pick-list shortages a clear quantity, location and decision owner.

2. 2

   Review the first version

   Choose how the warehouse coordinator records the pick list and how the warehouse supervisor reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your picking exception tracker

• Keep the pick list in context

  Keep pick list, SKU, bin, required quantity, observed quantity and exception owner together so the next person can understand the request or record.

• When the next step needs a decision

  A picker finds four units against a requirement of six. Keep the two-unit shortage open and request a decision rather than marking the pick complete.

• Keep exception owner visible

  Keep the two-unit shortfall open rather than marking the pick complete.

• Choose what each person needs

  Give the warehouse coordinator a working view and the warehouse supervisor a review view. Keep pick list and SKU attached to the decision as the work moves between them.