How to plan a picking or packing task

Plan a single task

1. Go to the Cockpit menu, available from the side menu or home screen.
2. On the task line, click the add user icon on the picking and/or packing bar.
3. In the modal that appears, select:
   • The user you want to assign (you can search by name or click on their photo).
   • The start date and time.
4. Click Save.

Note: To carry out a shipment, it must be in the "Estimated" state.

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Plan tasks in bulk

1. Go to the Cockpit menu, available from the side menu or home screen.
2. Select the tasks you want to assign.
3. Click Bulk Selection and choose Assign operator.
4. At the top of the modal, check the summary of what you're about to assign: the number of Tasks, the Orders (or Waves, for picking waves) they belong to, the estimated Time, the Lines still to do and the estimated Weight.
5. In the modal, select:
   • The user you want to assign (you can search by name or click on their photo).
   • The start date and time.
6. Click Save.

Note: the summary only counts the tasks that are actually being assigned. Selected tasks that already have an operator are left out of it.

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You may find it useful:

• How to perform picking?
• How to perform packing?