Warehouse Pick Board

Overview

The Warehouse Pick Board (/point-of-sale/warehouse-board) displays orders that require items to be picked from the warehouse before checkout or shipment. This feature bridges the cashier and warehouse teams.

Orders arrive on this board when:

1. Cashier creates a sale with items in the cart
2. During checkout, cashier clicks “Send to WBS” (Warehouse Boarding System) button
3. Order is saved and queued for warehouse picking
4. Warehouse staff sees the order appear on the Pick Board

Active pick board showing queued orders awaiting warehouse fulfillment.

Empty state when no orders are pending pick.

When warehouse picking is used

Enabled when:

• Store has dedicated warehouse/backroom inventory
• Products marked with warehouse_only or low front-counter stock
• Orders placed for pickup/delivery that need warehouse fulfillment
• Cashier explicitly sends order to warehouse via “Send to WBS” button during checkout

Typical workflow:

1. Cashier creates sale with items (any items can be sent to warehouse)
2. At checkout, cashier clicks “Send to WBS” instead of regular payment
3. Order appears on Warehouse Board (status: Pending Pick)
4. Warehouse staff picks items, scans barcodes
5. Order moves to Ready status
6. Cashier completes checkout/handoff when items are ready

How orders arrive at Warehouse Board

From Sale Workspace

When a cashier wants to send an order to the warehouse:

1. Add items to cart — Any products can be sent to warehouse
2. Click “Send to WBS” button — Located in cart panel, above the “Pay” button

“Send to WBS” button in the cart panel sends the order directly to warehouse for picking.

3. Order is queued:
   • Cart is saved with current items and quantities
   • Order appears immediately on Warehouse Board
   • Sale workspace clears, ready for next customer
   • Toast confirmation: “Order sent to warehouse pick board”

Button location:

• In the cart panel (right side of sale workspace)
• Above the “Pay” button
• Only visible in retail workspace (not wholesale-dedicated)
• Disabled when cart is empty or order is already being sent

Button states:

• Normal: Shows warehouse icon 🏢 + “Send to WBS”
• Sending: Shows loading spinner + “Sending…”
• Disabled: Grayed out when no items in cart

Order states after sending

• Pending Pick — Warehouse hasn’t started picking yet
• In Progress — Warehouse staff opened the pick list
• Ready — All items picked, ready for customer pickup/checkout
• Completed — Order fulfilled and archived

Page layout

┌──────────────────────────────────────────────────────────┐
│ Filter toolbar: Status tabs | Date range | Search       │
├──────────────────────────────────────────────────────────┤
│ Pick orders table                                        │
│ - Order # | Customer | Items count | Status | Priority  │
│ - Click row → Expand pick details                       │
├──────────────────────────────────────────────────────────┤
│ Expanded row: Pick list                                  │
│ ┌────────────────────────────────────────────────────┐  │
│ │ SKU | Product name | Qty needed | Picked | Actions │  │
│ │ Barcode scanner input                              │  │
│ │ [Mark as picked] [Cancel item]                     │  │
│ └────────────────────────────────────────────────────┘  │
└──────────────────────────────────────────────────────────┘

Status tabs

Status	Meaning	Action required
Pending Pick	Warehouse items not yet picked	Pick items from warehouse
Partial	Some items picked, others pending	Complete remaining picks
Ready	All items picked, ready for checkout	Complete sale at POS
Completed	Order fulfilled and handed off	Archive (auto after 24h)
Cancelled	Order cancelled before fulfillment	No action

Pick workflow (warehouse staff)

Step 1: Find order

1. Open Warehouse Board
2. Filter by Pending Pick tab
3. Locate order by:
   • Order number (if known)
   • Customer name
   • Oldest first (default sort)

Step 2: View pick list

1. Click order row to expand
2. Pick list shows:
   • Product name & SKU
   • Quantity needed
   • Warehouse location (if configured)
   • Current picked quantity

Step 3: Pick items

Manual entry:

1. Locate product in warehouse
2. Click + button to increment picked count
3. Repeat until Picked = Qty needed

Barcode scanning:

1. Focus barcode scanner input field
2. Scan product barcode
3. System auto-increments picked count
4. Beep confirmation (if audio enabled)

Step 4: Mark order ready

1. When all items picked → Mark as Ready button activates
2. Click button
3. Order moves to Ready tab
4. Cashier notified (if integrated messaging enabled)

Step 5: Handle exceptions

Product not found in warehouse:

1. Click Report issue on item
2. Options:
   • Out of stock → Removes item, refunds customer
   • Wrong SKU → Opens search to substitute
   • Needs manager → Flags for review

Partial fulfillment:

1. Pick available quantity
2. Update Picked to actual (e.g., 3 of 5)
3. System marks order Partial
4. Cashier sees adjusted total at checkout

Checkout flow with warehouse items

For cashier

Before warehouse pick:

1. Add items to cart (including warehouse items)
2. Click Checkout
3. Modal shows warning: “Warehouse items not picked”
4. Options:
   • Wait for pick → Order saved as draft, appears on Warehouse Board
   • Remove warehouse items → Continue without them
   • Cancel → Return to cart

After warehouse pick:

1. When order status = Ready, checkout proceeds normally
2. No blocking message
3. Complete payment as usual

Warehouse item indicator

In sale workspace cart, warehouse items show badge:

• 🏢 Warehouse (blue badge)
• Quantity grayed out until picked
• Click badge → Opens Warehouse Board in new tab

Priority orders

Mark order as priority:

1. In Warehouse Board, click order
2. Click Set priority button (flag icon)
3. Priority orders:
   • Highlighted in yellow
   • Sorted to top of Pending Pick list
   • Optional: Alert sound when new priority order arrives

Use cases for priority:

• Customer waiting at counter
• Time-sensitive delivery
• VIP/wholesale orders

Keyboard shortcuts

Key	Action
F6	Open Warehouse Board
F7	Focus barcode scanner input
Enter	Mark current item as picked (when focused)
Shift + Enter	Mark entire order ready
Esc	Close expanded pick list

Barcode scanner integration

Supported scanners

• USB barcode scanners (keyboard wedge mode)
• Bluetooth scanners paired to lane PC
• Mobile app camera scanner (in Vendor Desktop mobile)

Scanner configuration

1. Plug in USB scanner (or pair Bluetooth)
2. Scanner acts as keyboard input
3. Focus warehouse board pick list
4. Scan product → Auto-increments picked count
5. Beep/vibration confirms successful scan

Troubleshooting:

• Scan doesn’t register → Focus barcode input field first
• Wrong product increment → Verify barcode matches SKU in pick list
• Scanner lag → Check USB connection or Bluetooth pairing

Multi-location warehouses

If store has multiple warehouse zones:

Pick list shows location code:

SKU-001 | Product A | Qty: 5 | Location: A-12 | Picked: 0

How to use:

1. Sort pick list by location (if enabled)
2. Navigate warehouse by zone
3. Pick all items in zone before moving

Configuration:

• Managed in Admin Panel → Products → Warehouse Locations
• Not editable from POS workspace

Offline mode

When offline:

• Warehouse Board shows local cached orders only
• Picked items saved locally
• On reconnect → Syncs picks to server
• Warning: Multiple staff picking same order offline can cause conflicts

Best practice:

• Ensure one picker per order
• Sync frequently (click Refresh when online)

Reports & analytics

Warehouse pick metrics (visible to managers):

• Average pick time per order
• Items picked per hour (picker performance)
• Most frequently picked products
• Out-of-stock events by SKU

Access via Sales Reports → Warehouse tab.

Mobile warehouse app

For dedicated warehouse staff:

• Use Vendor Desktop mobile (iOS/Android)
• Navigate directly to Warehouse Board
• Camera barcode scanner built-in
• Push notifications for new priority picks

Setup:

1. Download Vendor Desktop mobile from App Store/Play Store
2. Login with employee account
3. Go to Settings → Default screen → Warehouse Board
4. Enable notifications for new picks

Troubleshooting

“Order stuck in Pending Pick”

Cause: Warehouse staff hasn’t marked as picked.

Fix:

1. Check if picker opened the order
2. Verify items are actually available
3. If blocker → Use Report issue to flag

“Picked count exceeds needed”

Cause: Barcode scanned multiple times by mistake.

Fix:

1. Click - button to decrement
2. Or click Reset to clear picked count
3. Re-scan correctly

“Checkout blocked by warehouse pick”

Cause: Order has unpicked warehouse items.

Fix:

1. Go to Warehouse Board
2. Complete pick
3. Return to sale workspace
4. Checkout proceeds

“Scanner not working”

Cause: USB not connected or input field not focused.

Fix:

1. Check USB cable connection
2. Click barcode input field to focus
3. Test scan on any barcode
4. If still failing → Check scanner battery (Bluetooth) or try different USB port

---

Related

• Sale Workspace — Create orders with warehouse items
• Items Catalog — Check which products are warehouse-only
• Orders — View completed warehouse picks
• Reports — Warehouse pick performance metrics