In this article, learn how to manage your operations with the following:

  1. View your order picklist
  2. Customize and export your order picklist
  3. View your product picklist

1.View Order Picklist


To view your order picklist visit
Operations > Order Picklist

This page will default to today’s list of orders that need to be packed, processed, or fulfilled.

1. Use the Zone or Date dropdown to filter the list by specific delivery areas, or pick up locations, or shipping regions.

2. Use the Sort By dropdown to organize your list by pickup, delivery or discount code.

3. For each customer order, use the Packed field to enter the actual weight vs ordered weights. For example, if the customer ordered 4 x 1lb steaks, enter “1.01 + 1.21 + 1.11 + 0.95” or “4.28”. Click Update to save your changes.

4. Toggle Fulfilled on to notify the customer that their order is ready for pickup/delivery.

5. Optionally, click on Export to view the picklist as a spreadsheet or print for PDF format.

2. Customize Your Order Picklist Sheet

To customize your order picklist CSV visit
Operations > Order Picklist > Export CSV > Edit Sheet

1. Select all the columns you would like to appear in your picklist sheet under Select.

2. Drag to rearrange the order in which you’d like the columns to appear in your sheet under Order.

3. Select how you’d like your columns to be sorted using the drop down. Once you select the columns you’d like your sheet to be sorted by, select ascending or descending for each.

4. Optionally, select Group sheets if you want to group entities on seperate sheet. (e.g. selecting “Inventory Code” would populate a seperate sheet for each inventory code showcasing all orders that include that inventory code).

5. Use the preview table to get a better idea of how your sheet will be organized. Note: This preview is based on sample data but showcases how your columns will be organized, sorted, and grouped in your picklist.

6. When you have your picklist sheet finalized, click Save and Generate.

3. View Product Picklist

To view your order picklist visit
Operations > Product Picklist

This page will default to today’s list of products that need to be packed, processed, or fulfilled.

1. Use the Zone or Date dropdown to filter the list by specific delivery areas, or pick up locations, or shipping regions.

2. Optionally, click Export to view the picklist as a spreadsheet or Print for PDF format.