Creating and Editing Picking Rules

The picking rule form defines one rule: the behavior it applies, the product,
variant or category it targets, and the label it carries. The same form is
used for new rules and editing — editing opens it with everything pre-filled.

Open it from App Settings → Picking Rules → New Picking Rule, or click
Edit on a rule.

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Rule type (required)

What the rule does:

• Scan quantity 1 — the picker scans the item once instead of scanning
  every unit; one scan satisfies the whole line quantity.
• Cart type — restricts which cart layouts the item may be picked onto.
• Relative size — sets how much tote space each unit of the item takes
  when shipments are converted to totes.
• Oversized — flags the item as too large for standard totes; shipments
  containing it can only be converted onto the default cart.

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Applies to (required)

What the rule targets:

• Product or variant — pick a target using the Catalog Search card
  that appears below the form.
• Category — pick from a dropdown of your store’s categories (nested
  categories show as paths like “Apparel › Shirts”).

Using Catalog Search

When “Product or variant” is selected, a Catalog Search card appears
below the main form. Type a product name or SKU — results appear as you type,
with each product and its variants listed.

• Select product — targets the whole product (every variant).
• Select variant — targets just that variant (the rule level is set
  automatically from which you pick).

The selected target shows a “Selected” badge, and you can clear it to pick
again.

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Type-specific fields

Cart layouts (cart type rules)

A checklist of your store’s cart layouts appears — tick every layout the item
is allowed onto. The built-in default layout is always ticked and can’t be
unchecked: it stays available for every pick. The rule needs at least one
non-default layout ticked before it can be saved.

Relative size (relative size rules)

A number with up to two decimal places — 1 means one unit takes a standard
tote slot, 0.5 means two units share a slot, 2 means one unit takes two
slots. If several relative size rules could apply to an item, the most
specific target wins: variant beats product beats category.

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Name and description

• Name (required) — the short rule label, e.g. “Pick with 16-tote cart”.
• Description (optional) — what the picker needs to know about the rule.

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Saving

Click Create Picking Rule (or Save Picking Rule when editing). The
button stays disabled until a name and target are set — plus at least one
non-default cart layout for cart type rules, and a valid number for relative
size rules.