Batch presets
A preset is a predefined set of batch criteria. A preset helps you work faster and avoid mistakes by reusing fixed settings. For every type of batch you create regularly, you only need to set uy a preset once.
When creating a batch, you’ll see a preview showing how many picklists match the criteria for each preset. This way, you know which batches you can create. You can do this on your computer or directly in the Picqer app.
On this page
Manage presets
All users can choose a preset to create a new batch. Only administrators have the ability to create presets. This can easily be done using the steps below:
Go to Create batch and click the Manage presets button (top right).
Click Create preset or edit an existing preset.
Use a clear, descriptive name. This is what Picqer shows in the preview.
Specify which criteria a picklist must meet. Just like with a manual batch, you can use criteria such as warehouse, tags, product codes and locations.
Click Save.
Create a batch
Once you've added presets, you can use them for your next batch. Click Use a preset. A preview appears showing all presets and the number of picklists that match each one.
Select the preset you want to use for your next batch. Picqer automatically fills in the criteria. Optionally you can assign a different user. Then click Create batch, and the batch is ready to be picked.
Using the Picqer app, you can only create batches using an existing preset. Under batches, tap the plus icon in the top right to create a batch directly from the preview.
Tips
Descriptive name
Give the preset a descriptive name so everyone understands what the batch is for. The preview displays names in alphanumeric order, so you can use a number to indicate priority.
Number of picklists
The number of picklists in a single batch depends on the cart or trolley you will be using. Take this into account when setting up your presets. Are you collecting a singles batch? Then a large container can hold many products, so you can collect many picklists in one batch. Creating a regular batch? With a cart holding 12 picking containers, you can process 12 picklists in one batch.
Commonly used criteria
Presets help you distinguish between picklists that haven’t been processed yet. This distinction can vary per company. We often see the following criteria used in presets:
- Singles only versus singles excluded
- Only products in specific locations (by zone or aisle)
- Picklists with webshop tag X
- Tags for shipping options, such as “same day delivery”
- Other tags added by order rules, such as "fragile" or "heavy"