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Wave Pick Templates

Table of Contents

Purpose

To create a Wave Pick template with pre-determined filters and settings that can be applied when creating a Wave Pick. 

Use Cases and Benefits

  • Increased efficiency when creating Wave Picks.
  • Easily apply the same logic to Wave Picks you create regularly.
  • Ensure consistency when creating Wave Picks.

Considerations 

  • Wave Pick Templates will only work for Single Customer and Multiple Customer Wave Pick Types. It will not work for the Run Sheet Wave Pick Type.
  • For a completely automated Wave Pick workflow see Advanced Automation - Wave Picks

How to create a Template

  • Navigate to the Wave Pick page, Warehouse > Wave Picks.
  • Click Add Wave Pick. 

 

  • Select the filters you wish to apply for the Wave Pick, including the Wave Pick name. 

  • Click Save Settings.

  • Enter the name for the Wave Pick template and click Save.

  • This will now save the Wave Pick filters as a Template and be available in the Prefill Settings drop-down menu when creating your Wave Pick. 

How to apply a Template

  • Navigate to the Wave Pick page, Warehouse > Wave Picks.
  • Click Add Wave Pick. 

  • Against the Prefill Settings select the drop-down arrow. Select the template you wish to apply for the Wave Pick. 

  • This will automatically apply the saved filters and search for Sale Orders. You can then select which Sale Orders you wish to add to the Wave Pick. 

How to delete a Template

  • Navigate to the Wave Pick page, Warehouse > Wave Picks.
  • Click Add Wave Pick. 

  • Against the Prefill Settings select the drop-down arrow. Select the template you wish to delete.
  • Once the template is selected, click the Delete Settings button. 

 

How to update a Template 

The Default template is the template applied automatically when you create a Wave Pick and no other template is selected. To update the filters and settings for the Default template:

  • Navigate to the Wave Pick page, Warehouse > Wave Picks.
  • Click Add Wave Pick. 

  • Select the template you wish to update from the Prefill Settings drop-down. Alternatively, if you are updating the Default template this will already be selected. 
  • Update the filters and settings.
  • Select Update Settings.