Schedule MacroRIS-SM-2291 – Pick & Pack Automation

Pick & Pack Automation

Automates warehouse document generation by retrieving orders, creating Packing List and Pick List PDFs, and uploading them to an SFTP server for seamless fulfilment operations.

Overview

The RIS-SM-2291 – Pick & Pack Automationmacro streamlines warehouse operations by generating essential picking and packing documents and delivering them directly to an SFTP server.

It ensures that warehouse teams always have the required documents ready without manual effort.

Ensure the correct ViewName and LocationName are configured before running the macro.

Purpose

This macro:

  • Retrieves orders from a specific view

  • Generates Packing List and Pick List PDFs

  • Uploads files to an SFTP server

👉 In short:
Fetch orders → generate PDFs → upload to SFTP.

When It Runs

Used for warehouse document automation

Typically runs:

  • Manually or via scheduler

  • During daily warehouse operations

  • Before picking and packing

  • For specified fulfilment workflows

  • During document export processes

Parameters

path
ViewNamestring
Required

Linnworks order view name.

path
LocationNamestring
Required

Stock location to filter orders.

path
SFTP_serverstring
Required

SFTP server address.

path
SFTP_fullPathstring
Required

Destination folder path on SFTP server.

path
SFTP_portint
Required

SFTP port number.

Both ViewName and LocationName must match existing configurations for successful execution.

How It Works

Validate Location

Confirms that the provided stock location exists in the system.

Validate View

Retrieves available views and validates the provided ViewName.

Fetch Orders

Retrieves open orders from the selected view and filters them by location.

Generate Packing List

Creates a Packing List PDF using predefined templates.

Generate Pick List

Generates a Pick List PDF for warehouse picking operations.

Prepare Files

Formats file names and prepares SFTP destination paths.

Upload to SFTP

Sends generated PDFs to the SFTP server using API integration.

Logging & Validation

Logs success, failures, and ensures traceability of operations.

Final Result

  • Packing List PDF generated

  • Pick List PDF generated

  • Files uploaded to SFTP server

  • Orders ready for warehouse processing

  • Full logging for traceability

Usefulness

This macro is highly beneficial for:

  • Warehouse automation

  • Faster picking and packing workflows

  • Reducing manual document handling

  • Ensuring consistent document formats

  • Seamless SFTP integration

  • Improving operational efficiency

Important Notes

  • ViewName must exist in Linnworks

  • LocationName must be valid

  • Incorrect SFTP details will cause upload failure

  • Files are generated per execution, not per order

  • Logging should be monitored for failures

Example Scenario

Key Insight

By combining order retrieval, document generation, and SFTP upload into a single automated flow, this macro eliminates manual work, reduces errors, and ensures smooth warehouse operations.