About the Order Manufacture Picklist report

Juggling multiple orders and not sure what materials you actually need to buy? The Order Manufacture Picklist report pulls together everything required to produce your outstanding orders in one place — so you can plan your purchasing and production before you start.


In this article:

The Order Manufacture Picklist report shows the current and projected stock levels for all materials required to produce the products in a specific order or a group of orders within a date range.

Finding this report

  1. Go to the Reports area.
  2. Click Order Manufacture Picklist under the Orders heading.

This report is available on the Indie plan and above

Running the report

Select your filters and click Run Report to generate the picklist.

Information available in this report

SKU The SKU of the required material
Name The name of the required material
Inventoriable Whether the material is inventoriable (countable) or not
Before Available The total quantity of the material available before any projected manufactures are factored in
Required

The quantity of material required to manufacture the products for the included order(s).

the app calculates this from the full order line item quantities and each product's recipe. Only orders that have not yet been marked as manufactured are included by default — see How manufacture statuses affect the picklist for details.
After Remaining

The quantity of material remaining after all required products have been manufactured.

Before Available − Required = After Remaining

If the On Hand Products filter is enabled, this calculation accounts for products already in stock before calculating the remaining material.

How manufacture statuses affect the picklist

The app works at the order level when generating the picklist — it checks whether an order has been marked as manufactured, rather than checking the status of individual manufacture runs linked to it. An order is treated as manufactured once all its line items have a manufacture assigned and the order has been given a manufacture date.

About production statuses and plan access: Production statuses (Not Started, Work In Progress, Completed) are available on the Business plan and above. On the Indie plan, manufactures do not have a production status — they are recorded as completed when you save them with a completion date. The picklist's order-level filtering works the same way regardless of plan.

The table below explains how each production status affects the picklist for accounts with production status access.

Manufacture status Effect on the picklist
Not Started The full order quantity is included in the Required column. The manufacture exists but has not yet started, so no materials have been consumed. The app includes the full material requirement in the picklist.
Work In Progress The full order quantity remains included in the Required column. A manufacture in progress has not yet consumed materials in the app — material stock only adjusts when the manufacture is marked as Completed. The order stays in the picklist until it is marked as manufactured.
Completed When a manufacture is completed, its materials are consumed and the app updates the order's manufacture date. Once the order has been marked as manufactured (all line items have a manufacture assigned and a manufacture date is set), it is excluded from the picklist by default. You can include these orders using the Manufactured Orders filter.

This means the picklist is most accurate when run before any manufactures are completed — it shows you exactly what you need to produce everything that is still outstanding.

Report filters

Filters let you tailor the picklist to a specific order or group of orders. The On Hand Products, Shipped Orders, Manufactured Orders, and Expand Components filters are available on the Indie plan and above.

Order Code / Placed Date Generate a picklist for a specific order or for all orders placed within a date range.
On Hand Products Accounts for products already in stock. When enabled, the app subtracts on-hand product stock from the order quantity before calculating required materials — so only materials for quantities that still need to be produced are shown.
Shipped Orders Includes materials for shipped orders within the selected date range. By default, shipped orders are excluded from the picklist.
Manufactured Orders Includes materials for orders already marked as manufactured. By default, manufactured orders are excluded because the app assumes their materials have already been consumed.
Expand Components Breaks components down into their underlying materials and shows a consolidated list of all required materials, including those nested within components.

This report can be downloaded as a print-friendly PDF or a CSV for further analysis.

Troubleshooting

If your picklist is not showing the amounts you expect, the steps below cover the most common causes.

Why is my Required amount lower than expected?

The most common cause is that one or more manufactures linked to the order have already been marked as Completed, and the order has been marked as manufactured. Once an order has a manufacture date set, it is excluded from the picklist by default.

To resolve this:

  1. Generate the picklist before completing manufactures. Run the report before marking any manufactures as Completed for the most accurate view of what is still needed.
  2. Use the Manufactured Orders filter. Enable Manufactured Orders in the filter panel to include already-manufactured orders in the picklist.
  3. Use the On Hand Products filter. Enable On Hand Products to see what is still required after accounting for product stock already on hand.
  4. Reset the manufacture status to Not Started. If you are on the Business plan and a manufacture has been completed early, changing its production status back to Not Started will re-include the materials in the picklist.

The picklist works best as a planning tool — run it before creating or completing manufactures so you can see the full picture of what you need to purchase or produce.

Why are some materials missing from the picklist?

If a material does not appear in the picklist, check the following:

  • The product has a recipe with the material included. Go to the product and confirm its recipe lists the expected material.
  • The material is set as inventoriable (consumable). Non-inventoriable materials are excluded from the Required and After Remaining columns.
  • If you are using components, try enabling the Expand Components filter to see materials nested within component recipes.

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