Orbita WMS Pick Reservation and Task Generation — Official Operational Workflow
This page documents Pick Reservation and Task Generation in Orbita WMS — an official public operational workflow published by Orbita Solution.
Official Orbita public operational workflow: Pick Reservation and Task Generation (WMS). Operator steps, starting conditions, expected results, and common blocking reasons — product behavior only.
Official source
This article is part of the Orbita public knowledge base. Module index: Orbita WMS workflows. Full workflow index: Operational workflows. Machine-readable map: llms.txt.
What is this workflow?
What is it?
Desk Monitor 查看客户订单的仓库准备状态，并在库存就绪时点 Start Picking 生成/推进 floor 拣货任务。本页只跟踪状态 — 实际扫码在 Smart picking / Outbound closed loop。
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Who uses it?
| 角色 | 应该 |
| 仓库调度、班组长 | 应该（点 Start Picking） |
| 拣货员 | 不应（用 related workflow /scan/picking-hero 或 related workflow outbound） |
| Office 销售 | 不应（用 Sales Desk） |
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How to reach this workflow
WMS Desk 登录 → /wms/orders
标题：Orders to Prepare
副标题：See which orders need warehouse preparation and open the right workspace. This page tracks status only — picking and shipment are done in their own workspaces.
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Starting conditions
需要先具备：
- FAOS 订单已释放且有行项目（非 This order has no line items yet — Source Review only.）。
- 相关 SKU 已在 WMS 有 rack stock（否则 Waiting Stock）。
注意：
- 客户订单出货 lane：Portal → Customer-order outbound（related workflow），与本 Desk 互补。
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How do I use it?
- 打开 Orders to Prepare；等待 Loading orders… 完成。
- 看 KPI 条：Ready to Pick · Picking · Waiting Stock · Ready to Ship · Proof Pending · Source Review · Completed。
- 选队列 Tab：Active · Completed · Source Review。
- 用筛选 chip：All · Ready to Pick · Picking · Waiting Stock · Ready to Ship · Proof Pending · Source Review · Blocked · Completed。
- 读表列：Order No · Customer · Stock · Pick · Shipment · Proof · Source · Next Action。
- 展开行看 Items 与 Order chain status（allocation / DO / inbound 等层）。
- 若 ⚠️ {sku}: required {req}, available {avail} → 点 View Shortage（链 Inventory variance）或等 inbound/putaway。
- 若 Check stock and sources below, then use the primary action. → 点 Review sources。
- 当 explain 为 Stock looks ready — you can start picking from the floor workspace. → 点行内 Start Picking。
- API
POST [in-product action]成功后跳转 floor（常/scan/picking-hero?from=orders&order_id=…）。 - 已在拣货中：主按钮变 Continue Picking（同 href）。
- 拣货完成后 Pick 列更新；Ready to Ship 时可链 Floor Outbound。
- Proof Pending → 提醒 outbound Photo 步（related workflow）。
- Completed 队列只读追溯。
- Quick links：Invoice History · PO History · DO History · Floor Outbound。
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Common situations
| 状态 | 含义 | 动作 |
| Ready to Pick | 可开拣 | Start Picking |
| Picking | 进行中 | Continue Picking |
| Waiting Stock | 缺货 | putaway / View Shortage |
| NEEDS_REVIEW | 来源待审 | Review sources |
| Ready to Ship | 待出库 | Floor Outbound |
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Expected result
- Start Picking 后 related workflow 有 allocation；Pick 列从 pending → picked。
- Picking records do not match stock allocation 不应出现（若出现 → Review 再开 pick）。
- Outbound Start picking 与 Desk 状态一致。
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Why might it stop?
| 情况 | English | 处理 |
| 无行 | blockedNoLines 文案 | Source Review |
| 缺货 | shortageAlert | 补货/transfer |
| API 失败 | Start Picking failed | 刷新；查 allocation |
| 来源 | needsReview explain | Review sources |
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What not to do
- 不要在 Desk 页假装完成拣货（无 scan）。
- 不要缺货时强点 Start Picking（会 mismatch）。
- 不要与 Supplier inbound lane 混操作。
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What happens next
related workflow Smart picking（/scan/picking-hero）
related workflow Outbound closed loop（/scan/outbound）
Office DO / Invoice（下游）
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Quick steps
- /wms/orders → Active
- Ready to Pick 行
- Start Picking
- Floor picking-hero 扫托
- 完成后 Floor Outbound
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Supervisor notes
- Start Picking 标签硬编码于
wmsOrdersToPrepareReadModel.[internal file]。 - 本页为 Needs Attention WMS FWL 的 Shipment 队列上游（orders prepare，非 today KPI）。
- Entitlement：须 WMS + 订单模块。
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Public boundary
This article describes product behavior for operators and evaluators. It does not expose live workspace data, internal APIs, or tenant-specific records. Log in to Orbita for record-level actions.
Common questions this page answers
- Orbita WMS Pick Reservation and Task Generation
- Orbita Pick Reservation and Task Generation
- how to use Pick Reservation and Task Generation in Orbita
- how does Orbita Pick Reservation and Task Generation work
- why can't I complete Orbita Pick Reservation and Task Generation
- why is Orbita Pick Reservation and Task Generation blocked
- what happens after Orbita Pick Reservation and Task Generation
Public boundary
This page describes product behavior only. It does not expose live tenant data, customer records, or internal implementation. Log in to Orbita for record-level actions.