Scan Picks

The Scan Pick feature can be used by the Warehouse staff to pick inventory for the shipment. You can use an iPhone, iPad, or any Android device as your mobile scanning device.

User Setup

Scanning options are defined in the User Setup which will define the warehouse and scanning features a user can access.

Access User Setup:

• Open the App Launcher and select User Setup.

Configure Warehouse Access:

• Select a Warehouse if needed.

• By default, users are allowed to scan picks only in the warehouse selected. Leave the Warehouse field blank to allow Scan Picks in all warehouses.

Add Menu Item:

• Add “Pick” to the Menu field for the user.

Accessing the Menu Page

• Use a mobile device (iOS or Android) to log into Salesforce.

• Menu options visible to the user are configured in User Setup.

Picking List Page

Scan or select the Pick.

Scan Items page

Item Blocks:

Items will display in blocks with the following color codes:

• Red/Pink: No items picked.

• Yellow: Partially picked.

• Green: Fully picked.

Details in Each Block:

• Item No.

• Item Description

• To Bin

• Lots

• Qty: Quantity to be picked.

• Rem'g: Remaining quantity to be picked.

• Picked: Picked quantity.

• UOM: Unit of Measure.

Scanning Process

Go to the bins that are specified on the page.

Scan or Enter Item Details:

• Use the "Enter" key to confirm manually entered data.

• You can scan either Item No. or GTIN on the Item Unit of Measure table.

After entering an item, scan or enter the Bin and/or the Lot.

You can also click the search button to look up records.

Suggested Bins and Lots are displayed on the page. You can use the suggested values or select a different value if it is available.

Tracked Items:

• Lot-Tracked:

  • Scan Lot # → Enter Quantity → Save.

• Serial-Tracked:

  • Scan Serial # → Save.

• Lot and Serial-Tracked:

  • Scan Serial # → Save.

Non Tracked Items:

• If the item is not lot tracked and not serial tracked, enter the quantity → Save.

You can double-click the item block to see the Item, the Lot, and the Quantity picked.

Click Reset to undo and start again.

Posting Picks

When all or partial items have been picked, the Pick is ready to post.

Click Actions → Post.

Posting Whse Shipments

The user can then Post the Whse Shipment.

Article Scan-Picks  ·  Last updated April 27, 2026 · GoldFinch ERP Help Center