This guide aims to address the most frequently asked questions about VTEX Pick and Pack.
Table of Contents
General configuration
Will all orders from the store go through VTEX Pick and Pack?
The integration of VTEX Pick and Pack features with store orders isn't automatic. You'll need to set filters to define which characteristics should be present in orders fulfilled by Pick and Pack. To do this, follow the steps below:
- In the VTEX Admin, go to Shipping > Pick and Pack > Settings, or type
Settings
in the search bar at the top of the page. - In the Orders section, click General.
- Complete the filters on the General page.
- Click Save.
Will pickers handle one order at a time, or multiple orders simultaneously?
You can define whether the worksheet flow will be handled one order at a time or with multiple orders simultaneously. To configure how orders will be handled, follow these steps:
- In the VTEX Admin, go to Shipping > Pick and Pack > Settings, or type
Settings
in the search bar at the top of the page. - In the Orders section, click Worksheets.
- In the Order handling section, choose the option you want to configure:
- Single order – one by one order handling.
- Multiple orders – streamlines the process of handling multiple orders simultaneously, making it more efficient and convenient.
- Click Save.
Picking configuration
Can the picker change the order during picking?
The picker can add, replace, and reject items in the order, as well as increase item quantities or adjust prices. However, you'll need to enable the appropriate permissions to allow these actions. To configure the permissions, follow these steps:
- In the VTEX Admin, go to Shipping > Pick and Pack > Settings, or type
Settings
in the search bar at the top of the page. - In the Worksheets section, click Picking.
- In the Picking tab, select the actions the picker can perform:
- Allow item notes
- Ask confirmation to pick items
- Allow to add items
- Allow item replacements
- Allow item rejections
- Allow item price changes
- Allow item quantity changes
- Click Save.
If the picker can add, replace, or remove items, will these actions require administrator approval?
Approval from an administrator isn't required when changing an order, but you can enable it if you want to. To do so, follow these steps:
- In the VTEX Admin, go to Shipping > Pick and Pack > Settings, or type
Settings
in the search bar at the top of the page. - In the Worksheets section, click Picking.
- In the Picking tab, enable the option Enable approvals flow.
- Click Save.
If changes to orders are allowed, is there a limit to how many changes can be made?
You can limit how many times item prices and quantities can be changed in an order. To do this, follow the steps below:
- In the VTEX Admin, go to Shipping > Pick and Pack > Settings, or type
Settings
in the search bar at the top of the page. - In the Worksheets section, click Picking.
- In the Picking tab, set the change limit in Max number of price changes in order items.
- Click Save.
How does the picker locate items for picking?
Item location refers to the specific place where each item is stored in inventory, helping streamline the picking process. To enable item location, follow the steps below:
- In the VTEX Admin, go to Shipping > Pick and Pack > Settings, or type
Settings
in the search bar at the top of the page. - In the Items section, click General.
- Enable the option Enable item location.
- Click Save.
Packing configuration
What sizes and types of packaging can be used?
The types and sizes of packaging used by the store must be added to Pick and Pack. To add packaging, follow these steps:
- In the VTEX Admin, go to Shipping > Pick and Pack > Settings, or type
Settings
in the search bar at the top of the page. - In the Worksheets section, click Packing.
- In the Packing tab, click Packaging types.
- Click the Create packaging type button and complete the form with the packaging details.
- Click Save.