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.
Settings
Set working location
If this is your first time launching Onix Pick and Pack on the current device, open the menu, select your company location from the list. This helps you find orders at that location more easily.
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 the 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 and order lines
Find an order
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 More > Search this view > Enter the criteria > Apply.
- To sort the list, select the sorting option > 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 More > 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. |
View order details and instructions
Select and order to view these information in the Details tab:
- Order details
- Customer information
- Instructions
- Internal notes on the customer and the order from Onix Work users.
- Supplier information
Find an order line
Select an order to view all of its lines.
- To find an order line, use the search box.
- To search with more criteria, select More > Search this view > Enter the criteria > Apply.
- To sort the list, select the sorting option > Choose the field and sorting order (ascending or descending) > Apply.
- To filter out closed order lines, switch from “All order lines” to the “All open order lines” view.
- To set a default view, switch to the preferred view > Select More > Pin this view.
Each order line shows the number of required, picked, and processed equipment.
| Field | Description |
|---|---|
| Quantity | Total number of equipment required for this order line. |
| Picked | Number of equipment that have been picked into the line, including both processed items and current serial number entries. |
| Processed | Number of equipment that have already been processed; their numbering data is no longer editable in the picking step. |
Pick equipment
You can pick equipment in two ways:
- Manually enter numbering data. This action must be done in each order line.
- Scan tags to automatically fill in numbering data for one or more items. This action can be done for the whole order, or for each order line.
Manually input numbering data
Open an order line > Go to the Numbering tab > Enter numbering data.
- To adjust the serial number suffix, select the ellipsis button next to the Serial number field.
- To number a single item, enter a value in each field, set Quantity to “1” and select Apply. If your equipment has a tag with serial number data, input more quickly by selecting the Serial number field, scanning the tag, and then selecting Apply.
- To number multiple items, enter values in each field, set the relevant quantity, and select Apply. The serial number will increment sequentially, while batch numbers, owner’s equipment ID and production year will remain constant for all items.
Scan tags
If your equipment have already been registered in Onix Work and linked with tags, you can scan tags to apply the existing numbering data to one or more order lines.
- In the order or an order line, select the Scan button. The scanner will activate automatically.
- Start scanning equipment.
- 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.
You can track the scanning progress and results 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 the order, you can reset the numbering data of all order lines.
- Select More > Reset numbering for this order.
In each order line, you can reset the numbering data for one item or the whole line.
- For one item, select it and then Reset.
- For the whole line, select More > Reset numbering for this order line.
However, in the following cases, the numbering data will remain unchanged:
- The selected equipment has already been processed.
- The order or order line is at the Closed or Closed for numbering stage.
Link tags to equipment
Important note: This functionality is only available for the Windows application.
You can link an equipment to a physical tag by scanning.
- In the order line, open Numbering.
- Select a line item > Link tag > Scan the physical tag.
- Once the tag is linked successfully, its global ID is filled in the item. If the tag has already been linked to another registered equipment, that equipment’s numbering data (serial number, batch number,…) is also filled in.
- Add or adjust the line item’s numbering data.
Add documents
To all line items
In an order line, to add documents that apply to all line items:
- Switch to the Documents tab > Select the + button
- Browse or drag and drop your files > Upload
By default, the documents will apply to all equipment in the order line.
To some line items
You can only match documents with line items that have been numbered.
In an order line, to match documents before upload:
- In the Numbering tab, select relevant numbered items
- Select Add document > Browse or drag and drop your files
- Select Upload
In an order line, to match documents during or after upload:
- Switch to the Documents tab > Select the + button
- Browse or drag and drop your files
- Select a file > Choose relevant serial or batch numbers > Upload, or
- Upload > In the document list, select a file > Choose relevant serial or batch numbers > Save
Finish picking
Finish picking equipment into an order or order line by setting it to the last stage.
If your company has set up auto-processing, setting the order or order line to the designated stage will initiate the processing.
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 only print documents when orders or order lines have been processed. You can print some selected documents of an order or order line, or all documents.
- Switch to the Print tab in an order or order line.
- Select the relevant documents 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 full document sets with the same quantity as the order’s or line’s equipment. With this option, every equipment can have a full document set.
- Print a single document set. With this option, every order line will have only one full document set, regardless of its equipment quantity.
- Print only certificates and declarations of conformity, and skip other document types.
