Finale Knowledge Base

Basic Picking (Picking a Sales Order One by One)

How to Pick Sales Orders Using the Basic Pick Method

The Basic Pick method with the barcode scanner allows you to pick every item in a sales order, guided step by step through your warehouse. This method ensures accuracy by verifying both product and location barcodes.

https://youtu.be/FAn9Viq4BuY


Prepare Your Sales Order

  1. Make sure the sales order is in Committed status.

  2. Print the sales order with a barcode so it can be scanned into the barcode scanner.


Sync Your Mobile Barcode Scanner

  1. On the scanner’s main menu, select Sync.

  2. Log in if prompted.

  3. Confirm the sync so the latest sales orders are available on your device.


Start the Basic Pick

  1. From the scanner main menu:

    • Choose Option 2 – Pick

    • Choose Option 1 – Basic Pick

    • Choose Option 1 – Scan Every Item

  2. Scan the sales order number barcode from your printed document.

  3. The scanner will direct you through the warehouse in alphanumeric order (e.g., A1, A2, etc.).


Pick Items by Location

At each sublocation:

  • Scan the sublocation barcode (e.g., A1).

  • Scan the product barcode(s) as prompted.

Once all items are scanned, the order will be marked as complete.


Sync Back to Finale

  1. Return to the scanner main menu.

  2. Select Sync One Operation to upload the completed pick.

  3. Log in if prompted.


Verify in Finale Web Application

  • Open the sales order in Finale.

  • Refresh the page.

  • The order will now show as Fully Packed and ready to ship.


Need Help?

If you have questions about transfers or scanner workflows, reach out to our team at service@finaleinventory.com.


Frequently Asked Questions

What plan level is required for access to the mobile barcode scanner?

The mobile barcode scanner is available on Gold Plans and above

Is the physical scanner included with my Finale Inventory subscription?

We do not provide or sell any hardware. If you are upgrading your plan for access to Finale's Mobile Barcode Scanning features, you must purchase a scanner on your own, and can use one of our preferred vendors if you wish.

What are the hardware requirements for the mobile barcode scanner?

ANDROID-OS Based Minimum hardware requirements:

Operating system version: Android OS 8.1 or greater

Hardware specifications:

  • WiFi 802.11a/b/g/n

  • Touch Display

  • 1GB RAM / 8GB Flash

  • 1D/2D barcode scanner or embedded camera

I am using the free trial of Finale Inventory, how do I integrate my mobile scanner with my trial account?

Please contact Descartes Customer Support to enable access.

How do I change the Orientation of the barcode scanner screen?

The mobile barcode scanner software has a toggle screen hot spot on the top of every screen in the app. Click the area under the title bar to swap your orientation.

How do I type a quantity on the scanner?

Press the UP arrow, on the bottom-of your screen in the app, BEFORE you scan the items you intend to receive or count. That will open up a quantity box for you to type into.

How do I use my own scanner with the Finale Inventory scanner app?

Ensure that your scanner is running on Android-OS 8.1 and that you are on the appropriate plan level to access Finale's barcoding features. The barcoding app can be downloaded directly from the Google Play Store.

Where do I purchase the scanner?

We have two preferred vendors that are recommended to purchase your scanner with however you may ultimately purchase a scanner from anywhere you wish. Our preferred vendors are Barcode-Arena and AML. Please note that Finale's Mobile Barcode Scanner app is only compatible on Android device.

How do I know what version my scanner is running?

From the main screen of the Finale IMS Barcode Scanner app, click More until you reach option #18 About. Selecting this option will tell you exactly which version of the app you're running on that device.

What is the difference between a USB/Bluetooth scanner and a Mobile Scanning device?

USB/Bluetooth scanners can plug directly into a phone or computer for the purpose of scanning a barcode, whereas a Mobile Scanning Device acts as on handheld tool to run Finale's Mobile Barcode Scanner app and scan barcode information simultaneously.



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