Auto-Picking Rules
Table of Contents
- 1. Use Cases — 4 common scenarios
- 2. Features — List Columns / Create & Edit / Auto-Generation Settings / Simulate
- 3. FAQ — 7 FAQs + Important Notes
- 4. Related Features
1. Use Cases
Quick Links: Daily Auto Generation | Simulate | Apply a Preset Manually | Priority
Scenario 1: Auto-Generate Picking Lists Every Morning
Situation: Before work starts at 8 AM each day, you want the system to turn matching fulfillments into picking lists automatically, so pickers can start right away.
Steps:
▸ Create the preset
- Click the "New" button at the top right and select a merchant
- Fill in the "Preset Name" (e.g. "Morning auto generation")
- In "Filter Rules", click "Add Rule" to define which fulfillments to include
▸ Configure auto generation
- Check "Auto-Generate Picking Lists"
- In "Execution Times", click "Add Time" and choose 08:00
- Click "Save"
Result: Every morning at 8 AM, the system automatically generates picking lists based on this preset. Check them in "Picking Lists".
Scenario 2: Simulate a Preset Before Generating
Situation: You just created a new preset and want to confirm which fulfillments it will match, to avoid starting auto generation with wrong settings.
Steps:
- Find the preset in the list
- Click the play icon button on the far right (Simulate)
- Review the matching fulfillments in the popup
- If everything looks right, you can click "Generate Picking List" directly
Result: Simulation changes nothing; picking lists are created only after clicking "Generate Picking List". Check them in "Picking Lists".
Scenario 3: Apply a Preset When Generating Picking Lists
Situation: Every day you set the same filter conditions when generating picking lists manually, and want to skip the repetitive setup.
Steps:
- Create the frequently used filter preset on this page first
- Go to "Picking" → "Generate Picking List"
- Choose the preset in "Apply Preset"
- Click "Load Pending Tasks"
Result: The system applies the preset's filter conditions automatically — no need to set each one by hand.
Scenario 4: Run the Urgent-Order Preset First
Situation: Urgent orders and regular orders each have an auto-generation preset on the same schedule, and urgent orders should be handled first.
Steps:
- Edit the urgent preset and set "Priority" to 0
- Edit the regular preset and set "Priority" to a larger number (e.g. 10)
- Save the changes
Result: Presets with the same schedule time run in priority order from smallest to largest, so the urgent preset claims its matching fulfillments first.
2. Features
Auto-Picking Rules let you save frequently used fulfillment filter conditions as presets: apply them directly on the "Generate Picking List" page, or add schedules so the system generates picking lists automatically, cutting down daily repetitive setup.
💡 Tip: This is an advanced-plan feature. If "Auto-Picking Rules" is not in your menu, your plan does not include it.
Quick Jump: List Columns | Create & Edit | Auto-Generation Settings | Simulate
2.1 List Columns
| Column | Description |
|---|---|
| Preset Name | The preset's identifier; click to edit |
| Merchant Name | The merchant this preset applies to (hidden in single-merchant mode) |
| Warehouse Name | The warehouse this preset applies to |
| Creator | Who created the preset |
| Priority | Smaller numbers run first (0 = highest) |
| Schedules | The preset's automatic execution times |
| Next Run | Expected time of the next automatic run |
| Actions | Play icon button: Simulate |
Search & Filter: the search box matches preset names; filters support "Preset Name", "Warehouse", merchant and "Created At".
2.2 Create & Edit Presets
Click "New" at the top right and select a merchant to open the form; click a preset name in the list to edit an existing one.
Fields marked * are required
Basic Information
| Field | How to fill | Notes |
|---|---|---|
| *Preset Name | Enter a recognizable name, e.g. "Morning auto generation" | Required |
| Priority | Enter a number; smaller runs first | Default 0 (highest); presets with the same schedule time run in this order |
Filter Rules
Click "Add Rule" to add multiple conditions; only fulfillments matching all conditions are included. Available rule fields include: order number, order address, order city, customer name, scheduled shipping date, total items, product SKU count, product SKU, product name, sales channel, shipping type, same items, same items & quantity — combined with comparators such as "equals", "greater than or equal", "contains keyword", "within N days".
2.3 Auto-Generation Settings
After checking "Auto-Generate Picking Lists", the system automatically converts matching fulfillments into picking lists per the rules and schedules. The expanded settings include:
| Field | How to fill | Notes |
|---|---|---|
| *Picking Mode | Choose "App Picking" or "Paper Picking" | App Picking requires the App Picking feature |
| Execution Times | Click "Add Time" to add time points | Multiple times allowed in 30-minute steps; duplicates not allowed |
| Exclusions | Check "Exclude Saturday", "Exclude Sunday", "Exclude Holidays" | Holidays must be maintained via "Set Holidays" first |
| *Order Created Date (N Days Ago) | Enter days; only orders created within the last N days are included | Default 1 |
| Auto-Generation Threshold | Enter an order-count threshold | Applies when rules include same items or same quantity; auto generation runs only when matching orders reach the threshold |
| *Batch Size | Maximum fulfillments per wave | Default 50 |
| Separate by Shipping / Separate by Channel | When checked, different shipping types / channels go into different waves | - |
| Product Types Limit / Total PCS Limit | Limit product types / total items per picking list | Unlimited if empty |
After filling in the form, click "Save"; in create mode, "Save and Add Another" lets you create several presets in a row.
2.4 Simulate
- Location: play icon button on the far right of each row
- Function: previews which fulfillments the preset currently matches (only "Allocated" fulfillments not yet in a picking wave)
- Result limit: shows at most the first 100 results
- Next step: after confirming the results, click "Generate Picking List" in the popup to generate immediately, or "Cancel" to close
3. FAQ
Quick Jump: FAQ | Important Notes
3.1 FAQ
▪ The scheduled time passed but no picking lists were generated?
Check in order:
- Whether "Auto-Generate Picking Lists" is checked
- Whether today is excluded by the "Exclusions" (Saturday, Sunday, holidays)
- Whether there are matching fulfillments in "Allocated" status
- Use "Simulate" to confirm whether anything currently matches
▪ Simulation shows "No matching fulfillments found"?
No fulfillments currently match this preset's conditions. Check:
- Whether the filter rules are too strict
- Whether there are fulfillments in "Allocated" status
- Whether the fulfillments were already claimed by another picking wave
▪ How does "Priority" work?
When multiple presets share the same schedule time, they run in priority order from smallest to largest (0 = highest). The earlier preset claims matching fulfillments first, so urgent-order presets should use smaller numbers.
▪ Can I set multiple execution times?
Yes. Add multiple time points in "Execution Times" (e.g. 08:00, 12:00, 16:00). Times are chosen in 30-minute steps and cannot repeat.
▪ How many results does the simulation show at most?
At most the first 100 fulfillments. When more match, the popup shows "Limited to first 100 results".
▪ Can I pause auto generation but keep the preset?
Yes. Edit the preset, uncheck "Auto-Generate Picking Lists" and save. The system stops generating automatically, while the preset remains available to apply manually on the "Generate Picking List" page.
▪ What settings do auto-generated picking lists use?
The contents of the preset's "Auto-Generation Settings": picking method, batch size, separate by shipping types / channel, product types and total quantity limits — the same options as manual generation.
3.2 Important Notes
⚠️ Important Reminders
- A fulfillment is never put into picking lists twice; fulfillments already in a wave are not matched again
- Simulation does not actually generate picking lists — click "Generate Picking List" to execute
- Before enabling schedules, verify the preset conditions with a simulation
- When several presets share a schedule time, control the execution order with priority
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Generate Picking List | Manually select fulfillments to generate picking lists; presets can be applied | Go |
| Picking Lists | View all picking list statuses and progress | Go |
| Fulfillments | Check fulfillment statuses to confirm which can be picked | Go |