How does Picqer work?
Singed up for Picqer, but you do not know exactly how everything works? This article will provide you with a general understanding of Picqer. This way, you can see hoe Picqer can be used in your warehosue.
Getting started with Picqer
Once you are logged in to Picqer, you will see the main dashboard. The dashboard provides at-a-glance insights into important information and your to do list. In addition, it shows our latest blog post. Through this blog we will keep you informed about the latest updates in Picqer and we will provide you with tips & tricks.
First, you can add new customers to Picqer. You can do this by choosing ‘Customers’ at the left hand side of your dashboard. Subsequently you click on ‘+ New customer’. Fill in the required fields and click ‘Save’. The customer is now added to Picqer. It is possible to create multiple addresses, for example, a delivery and billing address.
Do you have your list of customers saved as an Excel spreadsheet? You can directly import this file into Picqer by going to ‘Customers’ and click on ‘Import/Export’.
You can also add products now. There are multiple ways to add products. You can add them manually, import an Excel file or connect your webshop with Picqer. If you connect your webshop with Picqer, products are pushed to Picqer from the webshop.
The customers and products are added, so an order can be created. You can do this by choosing ‘Orders’ at the left hand side of your dashboard. Then click ‘+ New order’, choose a customer for this new order. In the next screen you can add the delivery- and invoice address. You can also specify some other settings.
Next you can add products to your order. You can see the current stock status and/or availability of the product. You can also import the products via an Excel file. For more information please refer to: Hoe importeer ik een Excel bestand in een bestelling?
Once you have completed and saved the order, you can close the order by clicking ‘Process order’ in the right upper corner. Picqer will automatically check if all products are in stock and a picklijst can be created. If one of the products is not in stock, and/or partial delivery is not allowed, Picqer will create a backorder.
You can connect as many webshops as you like to Picqer. Orders can be automatically processed after being imported into Picqer. Of course, this depends on your own preferences. You can adjust these settings under Settings > Webshops.
Whenever you create an orde you can add customer or product remarks. These remarks are visible on the Confirmation PDF and Picklist PDF. Your Packing list PDF only shows the remarks added to the product.
If a order comes in and there is a product description in the webshop, Picqer will import these as well. If you create a order manually in Picqer, the webshop description is not imported.
Backorders are order rules that cannot be picked yet because of the stock levels. If the stock is insufficient, the order will remain in the backorder. In Picqer you can see an overview of the backorders per customer, per product and per order.
In order to process the backorder, you need to create a purchase order at a supplier.
Whenever an order is created, Picqer will automatically check if all products are in stock. Subsequently, a picklist is created. Picqer uses PrintNode to allow real time printing of picklists. Get your printed picklist in the warehouse and start picking. It is as easy as that. Below you can see a picklist as shown in Picqer and a picklist in PDF format.
While picking the products required for the order, you can indicate in Picqer which products you have picked. This way, you make sure you send the right products in the right amount.
You can work manually or use a barcode scanner. Work manually? With ‘+’ or ‘-‘ you can indicate if you want to (un)pick the product. By clicking the checkmark you will pick everything at once. You can also click ‘Pick all’. Using a barcode scanner? When you scan the barcode on the picklist, Picqer will automatically go to the corresponding picklist, and you can start scanning the products. You can scan the products one by one. The latter prevent mistakes even more, because the barcode is unique for one particular product.
Packingslists are printed immediately upon a picklist is closed. Your packinglist is an overview of the products included in the order and the quantity of each product. You can include the packingslist in your shipment to the customer. This way, your customer can verify the contents of the shipment.
In Picqer you can connect with your shipping providers in order to create shipments and shipping labels with 1-click. This way, you do not need to type over any shipment information. There are integrations with PostNL, Sendcloud and Transsmart. Also, with MyParcel and any other shipment providers.
In addition to shipping providers, you can also connect with your invoice providers to create invoices from Picqer. If an invoice provider is added, you can click on ‘Create invoice’ after processing a picklist and an invoice will automatically be created. If you have set up an webshop integration, this is often not necessary. In that case, Picqer will automatically send a notification to your webshop, where the order status will be changed to ‘Complete’. The order has now been fully processed and shipped.
If you connect Picqer with your webshop, your stock will automatically be synced and orders will automatically be imported into Picqer. Your warehouse only needs to process the picklists and ship the orders.
Additionally, there are many more convenient features in Picqer that help you run your warehouse effective and efficient. For example, you can add suppliers, create purchase orders, add various warehouses, export reports, and many more.