Onix Pick and Pack helps equipment suppliers manage orders directly from Onix Work. It simplifies daily operations by supporting consistent documentation across different transaction types and staffing levels.
Log in
You can login to Onix Pick and Pack using an Onix user account or Microsoft credentials.
To log in with your Onix user account:
- At the login, enter your email > Continue > Enter the password > Sign in.
- Enable Remember me on this device checkbox to stay signed in the next time you launch the application.
To log in with your Microsoft credentials:
- At the login, select Sign in with Microsoft.
- Follow the Microsoft login process to enter your credentials.
Initial setup
Set working location
If this is your first time launching Onix Pick and Pack on the current device, open the menu and select your location from the list. After that, you can pick equipment for orders at that location.
Configure and test scanners
Before picking orders, connect and test your scanner:
- Make sure the scanner is connected via Bluetooth, USB, or another supported method.
- From the app menu, go to Settings > Scanner configuration > Select your scanner from the list.
- If your scanner uses HID mode, it won’t appear in the list but will still work when scanning.
- To test your scanner, go to Settings > Test scanner > Scan a few tags to confirm it’s working properly.
Find orders
The default list view is “My working locations – all open orders.” You can search, sort, or switch views to find and manage orders.
- To search for an order, enter the order number or customer order number in the search box.
- To search with more criteria, select the More button > Search this view > Enter the criteria > Apply.
- To sort the list, select the sort button > Choose the field and order (ascending or descending) > Apply.
- To switch views, select the current view name > Choose another view.
- To set a default view, switch to the preferred view > Select the More button > Pin this view.
Here’s what each view offers:
| View name | Description |
|---|---|
| All orders | Orders at all stages, across all working locations. |
| All open orders | Orders at all stages except “Closed”, across all working locations. |
| All closed orders | Orders at the “Closed” stage, across all working locations. |
| My working location - all orders | Orders at all stages at your working location. |
| My working location - all open orders | Orders at all stages except “Closed” at your working location. |
Pick equipment
Each order line shows the number of equipment needed, already picked, and processed.
| Field | Description |
|---|---|
| Quantity | Total number of equipment required for this order line. |
| Picked | Equipment already picked, including both processed items and current serial number entries. |
| Processed | Equipment that has already been processed and can no longer be edited in the picking step. |
You can pick equipment in two ways:
- Manually enter numbering data.
- Scan tags to automatically fill in numbering data for one or more items.
Manually input numbering data
Open an order line > Go to the Numbering tab > Enter numbering data.
- To adjust a serial number’s suffix, select the this button
- To number one item, enter a value in each field, set Quantity to “1”, and select Apply.
- To number multiple items, enter values in each field, set the desired Quantity, and select Apply.
Scan tags
If your company has already registered equipment in Onix Work and linked tags to it, you can scan a tag to automatically fill in numbering details for a single item, an order line, or the entire order.
Scan one equipment
- Open an order line > Select an empty numbering field, such as Serial no.
- Scan the equipment’s tag. The selected field will be automatically filled out with the equipment’s serial number > Select Apply.
Scan for multiple order lines
- In the order or order line list, select the Scan button. The scanner will activate automatically.
- Start scanning equipment individually or in bulk.
- Select Stop to pause scanning.
You’ll hear two beeps from the scanner for a successful pick:
- The first beep confirms the equipment is found in Onix Work.
- The second beep confirms the equipment data is added to the order line in Onix Pick and Pack.
The scanning progress and results are displayed on the screen:
- Each order line lists successfully picked equipment data.
- If the picked number is yellow, the order line is not full yet.
- If the picked number is green, the order line is full; all equipment has been successfully picked for this order line.
You might encounter failed scans. There’re two main types of failed scans: Action needed and no action needed.
Action needed:
| Error message | Root cause | Action needed |
|---|---|---|
| Not matched with any order line | The equipment is registered in Onix Work already but its information is not matched with any order line in your order. | Select the order line that you want to add this equipment to. |
| Lack of required information | The equipment is missing mandatory information, which is specified in the product rules in Onix Work. | Select the order line that you want to add this equipment to and fill in the required information. |
| Not found any equipment with this tag | The equipment has not been registered in Onix Work. | Select the order line that you want to add this equipment to and fill in the required numbering values. This equipment will then be registered in Onix Work and follow the product information of the order line. |
No action needed:
| Error message | Root cause |
|---|---|
| Invalid tag found | ID in one of the scanned tags is invalid. Contact Onix Support and provide the tag image for further investigation. |
| Order line is full | The number of equipment found through tag scanning exceeds the number of equipment needed in this order line. |
| The tag is in use | The equipment is found but its tag currently exists in another equipment line. |
Reset numbering
In each order line, you can select Reset to clear all numbering data entered for that order line.
You cannot reset numbering in the following cases:
- If any equipment in the order line has already been processed, its numbering will remain unchanged.
- If the order or order line is in the Closed or Closed for numbering stage, no numbering data will be cleared.
Link tags to equipment
Important note: This functionality is only available for the Windows application.
If you already input numbering data and you have physical tags, you can link an equipment to the tag by scanning.
- In the order line, navigate to the Numbering tab.
- Select an order line item > Select Link tag > Scan the physical tag. The tag’s unique global ID is now linked to the equipment.
Add documents
Upload documents
There are two ways to add documents to an order line via Onix Pick and Pack:
- Open an order line > In the Numbering tab, select an item > Add document > Browse or drag and drop your files > Upload.
- Open an order line > In the Documents tab, select the + button > Browse or drag and drop your files > Upload.
Match documents with equipment
By default, each uploaded document is attached to all equipment in the order line.
To attach a document to specific equipment only:
- After uploading, select the document.
- Choose the applicable serial numbers or batch numbers.
Print documents
Requirement: Your company must subscribe to Onix Pick and Pack Plus licenses.
Recommendation: Auto-process orders to streamline the processing and printing actions from Onix Pick and Pack.
You can print all or some selected documents.
- Switch to the Print tab in an order or order line.
- Select the relevant documents to print or leave all unchecked to print everything > Print.
- If some documents aren’t certificates or declarations of conformity, or some documents only apply to specific equipment, choose from the following options:
- Print a set number of copies for all documents.
- Print one copy per order line.
- Print only certificates and declarations of conformity.
