Picking & Fulfillment

Creating Pick Lists

Pick lists are not built by hand item-by-item — they're produced by marking items as sold. There are two ways to do that.

From the Mark as Sold bulk action

1. Open an Auction (or the Auction Items / Lots resource) and select the rows you want to mark sold.
2. Click the Mark as Sold bulk action.
3. In the modal, pick one of three pick-list modes: Just mark sold — no pick list, Add to an existing pick list (only non-completed lists are offered), or Create a new pick list (the default).
4. If creating a new list, name it — defaults to "Pickup – YYYY-MM-DD".
5. Optionally pick an Assign to (optional) user (any active user in your organization).
6. Optionally set a Sold price (optional, applied to all). Leave blank to keep each item's existing sold price.
7. Click Mark Sold. The items are stamped status = sold and a pick list is created or updated in one transaction.

Only org-owner, org-admin, and team-lead see this action.

By Uploading Auction Results

Uploading a results CSV automatically marks matched items sold and creates a pick list named after the platform and timestamp (e.g. "HiBid Results - 2026-05-18 14:30"). See Uploading Auction Results below.

Managing pick lists in the admin panel

Open Warehouse > Pick Lists to see every list, filter by status (pending, in_progress, completed) or source (HiBid, Proxibid, AuctionZip, Vendidit Auctions, Manual), and reassign the Assigned To picker. The Pick Lists table also shows live progress as a percentage badge.

Uploading Auction Results

After an auction closes on your platform, download the closed-lots CSV and import it into ListerLeo. The parser supports HiBid, Proxibid, AuctionZip, and Vendidit Auctions (and will auto-detect the format from the column headers).

1. Download the results CSV from your auction platform.
2. Upload it into ListerLeo's auction results importer.
3. ListerLeo matches each row to an AuctionItem by serial_number or barcode — not by lot number. Only rows whose status column reads sold/won/closed/paid/etc. are processed.
4. Matched items are updated to status = sold, their sold_price is recorded, and they're appended to a freshly-created pick list named "<Platform> Results - YYYY-MM-DD HH:MM".
5. Unmatched serial numbers are returned in the result and logged so you can investigate (item never scanned, mistyped serial, etc.).

Picking Station

The Picking Station is a scan-driven Livewire interface that walks pickers through a pick list. It shows every item on the list, sorted by expected location, with a scan input at the top to mark items picked.

1. Navigate to Operations > Picking Station.
2. Select an active (pending or in_progress) pick list from the dropdown. On selection, a pending list auto-advances to in_progress.
3. The full list of items renders, sorted by expected location, with each item showing its serial number, title, location, sold price, and buyer info.
4. Scan the item's serial number or barcode into the focused scan input.
5. On a match, the item flips to picked, the scan input clears and re-focuses, and the progress percentage updates.
6. Repeat until every item is picked. The pick list auto-completes when progress hits 100%.

If the Master Controller has assigned this user a picking task, the Picking Station auto-selects the assigned list on mount and locks the dropdown.

Scanning Picks

Scanning confirms that you have physically retrieved the correct item. ListerLeo looks up the scanned value against auction_items.serial_number and auction_items.barcode.

Scan Outcomes

• Picked: <item title> — The scan matched an item on this pick list. A green full-screen overlay shows the message, the row flips to picked, and progress updates.
• No item found: <serial> — No AuctionItem in your org has that serial or barcode. Red overlay.
• Not on this pick list: <item title> — The item exists but isn't on the currently selected list. Red overlay.
• Already picked: <item title> — Someone (you or another picker) already scanned this item. Red overlay.

Pick List Progress

Track pick list progress from the Warehouse > Pick Lists index. Each row shows live progress (picked / total) as a percentage badge that changes colour from gray (0%) to warning (in progress) to success (100%).

Columns shown on the Pick Lists table

• Name — Operator-facing pick list name.
• Lot — Lot number when all items share a single lot.
• Auction — Auction name when known.
• Source — hibid, proxibid, auctionzip, vendidit, or manual.
• Status — pending, in_progress, or completed.
• Items — Total items on the list.
• Progress — Percentage picked.
• Assigned To — Optional named picker, or "Unassigned".

Concurrent Picking

Multiple users can work from the same pick list simultaneously. On the mobile API path, an item is claimed by the first picker who fetches it (claimed_by / claimed_at stamped on the PickListItem), and other pickers see remaining unclaimed items. Already-picked items return an "Already picked" feedback message on subsequent scans.

Picking on Mobile

The mobile app is the most practical way to pick items, since you walk through the warehouse with the device in hand.

1. Open the ListerLeo mobile app and tap into the Picking feature.
2. Select a pick list from the list of available pick lists.
3. The Pick Active screen opens with a scan input field and a camera-scan fallback.
4. Type the serial number, scan from a hardware scanner, or tap the camera icon to scan a barcode.
5. Successful picks flash a green overlay with the item title; wrong / unknown items flash a red "Wrong Item" overlay.

Staging Picked Items

After picking, items need to be organized for buyer pickup or shipping. ListerLeo supports staging areas where picked items are grouped by buyer or lot.

• Create staging locations in your warehouse (e.g., "STAGING-A", "STAGING-B") using the normal location setup.
• During or after picking, scan items to their staging location.
• When a buyer arrives or a shipment is prepared, use the staging location to quickly identify all their items.