PickIt: Setup & Configuration

Before You Start

This lesson is for managers and administrators setting up PickIt for the first time. It walks through both sides of setup: your DMS (printing pick tickets) and the ScanIt Parts dashboard (PickIt settings).

• PickIt is available on the CDK DMS platform. DealerTrack and AutoMate are on the IPS roadmap.
• IPS turns PickIt on for your store. It is not a self-serve switch — contact IPS Support to activate it.
• Picking only starts once invoices print pick tickets.

Step 1 — Set Up CDK Pick-Ticket Printing

PickIt only activates when CDK is set to print pick tickets.

1. In CDK, open Modify Invoice Setups.
2. Find "Automatically print pick ticket when invoice is printed."
3. The default is N. Change it to Y.
4. Set up a printer for the pick ticket.

Step 2 — Open PickIt Settings

Log in to your ScanIt Parts dashboard, open PickIt from the menu, click the gear (Settings) icon, and start with General.

Step 3 — Choose a Picking Mode

PickIt has two setup modes. Pick the one that fits your store, then set it on the General screen.

• SmartPick — for larger stores. It uses zones, and several pickers can work the same invoices at once. Each picker sees a few parts at a time for their zone, sorted by bin.
• Pick by Invoice — for smaller stores with limited staff. One picker takes an invoice and pulls the whole order. Only one picker works an invoice at a time.

On the General screen, turn SmartPick ON for zone picking, or OFF for Pick by Invoice. SmartPick needs zones; Pick by Invoice does not.

Step 4 — Set Up Zones (SmartPick only)

1. Go to PickIt > Settings > Zones.
2. Click Add Zone and name it.
3. Add bins as a range (first–last bin), a comma list (non-sequential bins), or a begins-with rule.
4. Assign a picker to every zone.

Step 5 — Add Users & Pickers

• Add only your store's employees. Each picker needs an active login.
• Do not share logins — this tracks each person's work.
• Include the picking options: Partial Fill and Parts Not Found.
• Pick by Invoice does not need pickers assigned to zones.

Step 6 — Control What Gets Picked

AutoPick means "not sent to the scanners" — those invoices are handled manually instead. Use these screens to keep the right invoices off the scanner:

• Ignored Sale Types — skip sale types you do not pick (for example repair orders or internal types). Search the type and add it.
• Ship Via (recommended) — toggle AutoPick on the ship vias you do not want on scanners (such as front or back counter). The rest are picked. Set the others to Normal.
• Customers — set picking priority (Highest to Lowest), or use Hide From Invoices to keep a customer off the scanners.
• Bins — toggle a bin to AutoPick so it will not show on the scanner.
• Ignored Parts — skip part numbers like FREIGHT, NPN, bulk oil, or coolant. Search the part and add it.

Step 7 — Turn On Pick Alerts

When a picker cannot fully fill an order they tap Partial Fill, and when a part is missing they tap Not Found. These can alert your team.

1. Click your initials in the top corner, then open User Settings.
2. Scroll to Alerts (PickIt Alerts).
3. Toggle on the alerts you want.

Step 8 — Go Live

1. Go to PickIt > Settings > Archive Invoices.
2. Archive any outstanding pick tickets so you start fresh.
3. As invoices print pick tickets, the pick queue fills.
4. Start picking with your scanners.

Quick Reference

• CDK: Modify Invoice Setups → auto-print pick ticket = Y → set pick-ticket printer
• Mode: PickIt > Settings > General → SmartPick ON (zones) or OFF (by invoice)
• Zones: Settings > Zones → Add Zone → bins → assign pickers
• Control: Ignored Sale Types, Ship Via (AutoPick), Customers, Bins, Ignored Parts
• Alerts: User Settings > Alerts (needs email + phone)
• Go live: Settings > Archive Invoices → start picking