Create Private Picklist On-The-Fly (Transfer Request)

This functionality is new as of version 4.1.

While creating a 'New' Inventory Transfer Request, if the Inventory Transfer Request Items comprise a list of Products commonly transferred, they can be saved as a Private Picklist, and used by the same User on subsequent Inventory Transfer Requests.

In order to have access to create a Private Picklist on-the-fly from an Inventory Transfer Request:

One of the following must apply:

  • A Private Picklist is only available to the User who created it.

  • A Private Picklist can be made Public via the ‘Product Setup’ screen → ‘Billing / Inventory Pick List Setup’ tab.


To Create a Private Picklist:

  1. Navigate to the Inventory Transfer Request' screen for a 'New’ Inventory Transfer Request.

    'Inventory Transfer Request' screen - 'Save as Picklist' button
    'Inventory Transfer Request' screen → 'Save as Picklist' button
  2. Add the Products, that should be contained in the Private Picklist

  3. Click the ‘Save as Picklist’ button.

  4. The ‘Add Picklist’ dialog will open.

    'Inventory Transfer Request' screen - 'Add Picklist' dialog
    'Inventory Transfer Request' screen → 'Add Picklist' dialog
  5. Enter the ‘Picklist Name’.

  6. Click the ‘Save’ button to save the Picklist and close the dialog; OR,

  7. Click the ‘Cancel’ button to close the dialog without saving.

  8. To review the Private Picklist, click the 'Picklist' button.

  9. The 'Picklist' dialog will open.

  10. Select the Picklist to be reviewed.

  11. To edit or delete a Picklist, refer to Configure Inventory Picklist.