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Delivery Optimizer: Applying Pick Rules

Distributor steps for applying pick rules to load sheets in Encompass Delivery Optimizer so invoice lines get pick bins before palletizing. Needs the LoadSheetPrint permission. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Pre-Conditions

  • To display the Apply Pick Rules button, the user must have the LoadSheetPrint permission.

Steps

How to Apply Pick Rules in Delivery Optimizer
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  1. Using Universal Search, navigate to the Delivery Optimizer dashboard
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  2. Using the filters on the left, find the desired Load Sheets. You can apply filters such as Product Pick Type or Load Group then click Show
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  3. Select the Load Sheet(s) and click the Apply Pick Rules button
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  4. Once Pick Rules have been applied, the invoices can be palletized
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