Pick lists

Pick list fields, status flow, and line status values.

Updated October 29, 2026

A Pick List instructs an operator to retrieve items or tools from storage at a Warehouse Access Point. Pick lists are created automatically — by the Engineering Setup Assistant when preparing a job’s tools, or when generating the components for a single tool — or manually for ad-hoc picks. Pick Lists live in the Inventory module (Inventory → Pick Lists) alongside every other stock-move document, since picking is a warehouse operation shared by every module.

Document fields

Field	Description
Number	Auto-generated identifier.
Warehouse Access Point	The WAP items are picked from.
Source	What the pick is for — a Tool being assembled, a Machine, or left unset for a general warehouse pick.
Status	See Status flow below.

Line fields

Each pick list line specifies one item or tool to retrieve.

Field	Description
Item / Tool	The item or tool to pick.
Quantity / Reserved Quantity	Quantity requested, and how much of it is currently available to pick.
Source	The specific storage location to pick from.
Destination	Where the picked item is going — a Tool, a Machine, or another location.
Line Status	See Line status values below.

Status flow

Status	Set by	Description
Draft	—	Lines are being added. No inventory impact.
Waiting	Mark as Todo	Requested, but at least one line isn’t fully available yet. Availability is not rechecked automatically; click Check Availability to recheck.
Ready	Mark as Todo or Check Availability	Every line is fully available to pick.
Done	Validate	Confirmed. On-hand quantities decrease at the source and the picked items or tools move to their destination — this is when items move In Circulation.
Cancelled	Cancel	Discarded. Any reserved quantity is released.

Line status values

Status	Description
Waiting	Not enough stock available at the source to reserve this line at all.
Partial Available	Some, but not all, of the requested quantity is available.
Available	The full requested quantity is reserved and ready to be confirmed.
Done	Picked — set automatically for every available line when the pick list is validated.
Cancelled	Line discarded with the pick list.

Picking at the WAP

The physical pick — walking to the storage location and scanning or entering the item’s serial number — happens at a ToolingMetrics WAP terminal, which highlights the location on the warehouse’s 3D model for each line. The same Mark as Todo / Check Availability / Validate actions are available from the WAP screen, so a pick list can be started, worked, and completed without leaving the terminal. The office Pick Lists list is for creating ad-hoc pick lists and reviewing status.