---
title: "Inventory Pick - Prerequisites"
slug: "bc-inventory-pick-prerequisites"
description: "Set up location GOLD in your warehouse, create inventory, and manage sales orders with our step-by-step guide for efficient inventory management."
tags: ["Demo"]
updated: 2026-06-25T09:59:03Z
published: 2026-06-25T09:59:03Z
canonical: "docs.staedean.com/bc-inventory-pick-prerequisites"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Inventory Pick - Prerequisites

Execute the following setup configuration before running this demo process.

## Add location Gold

1. Go to **Warehouse** > **Inventory** > **Setup** > **Locations** and create a new location.

![InvtPickStep1](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep1.png)
2. Set the code to GOLD and expand the **Warehouse** fast tab. Tick off the fields marked below.

![InvtPickStep2](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep2.png)
3. Select the **Bins** button in the ribbon to define new bins on the location. This opens a new page.

![InvtPickStep3](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep3.png)
4. Go to **Finance** > **Posting Groups** > **Inventory Posting Setup**.
5. Define three new posting group lines for location Gold as shown below.

![InvtPickStep4](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep4.png)

## Warehouse employees

For the Warehouse Management pre-configured processes, define a Warehouse Employee for the locations used. Define the Warehouse Employee for the Windows User of the External User authorized to execute the pre-configured processes.

1. Go to **Warehouse** > **Warehouse** > **Warehouse Employees**.
2. Add your user ID for every location and assign GOLD as the default location.

![InvtPickStep5](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep5.png)

## Inventory

Because no inventory exists on the new location GOLD, create inventory before an inventory pick can be created.

> [!NOTE]
> **Note**
> 
> The inventory created here matches the inventory created when the demo script for Inventory Put-Away is executed.

1. Go to **Warehouse** > **Inventory** > **Item Journals**.
2. Add the following lines.

![InvtPickStep6](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep6.png)
3. For items marked with an asterisk (*) in the table above, open the item tracking lines by selecting the button in the ribbon when the line is selected.
4. The following page appears. Navigate to the action menu and select **Assign Lot No.** or **Assign Serial No.** respectively.

| Item 80216-T: Lot number | Item 80102-T: Serial Number |
| --- | --- |
| ![InvtPickStep7](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep7.png) | ![InvtPickStep8](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep8.png) |

1. Close the **Item Tracking Lines** page and select **Post** in the item journal to post the adjustment in location GOLD.

## Sales order and Inventory Pick

In this demo script, a released sales order is used as source document for the Inventory Pick. Create this released sales order before using the Inventory Pick pre-configured processes.

1. Go to **Sales & Marketing** > **Order Processing** > **Sales Orders** and create a new sales order.

![InvtPickStep9](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep9.png)
2. Enter the **Shipment Date** and the **Location Code** GOLD.

![InvtPickStep10](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep10.png)
3. Enter a few lines with items and quantities. Make sure the **Quantity to Ship** matches the **Quantity**.

![InvtPickStep11](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep11.png)
4. Release the sales order.
5. In the **Process** menu, select **Create Inventory Put-Away/Pick**. The following page appears.

![InvtPickStep12](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep12.png)
6. Make sure **Create Invt. Pick** is toggled, then select **OK**. The next message appears. If the message "Nothing to create" appears, check that the **Quantity to Ship** is filled out on the sales order. The pick is created based on those numbers.

![InvtPickStep13](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep13.png)
7. Go to **Warehouse** > **Goods Handling** > **Order by Order** > **Inventory Picks**.

![InvtPickStep14](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep14.png)
8. Select the last Inventory Pick and select **Edit** to open it.

![InvtPickStep15](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_InvtPickStep15.png)

## Related

- [Inventory Pick](/bc-any-inventory-pick.md)
- [Inventory Pick - Process](/bc-inventory-pick-process.md)
- [Inventory Pick SP - Process](/bc-inventory-pick-sequential-process.md)