Set up and schedule your pick list

Your pick list settings decide how items are sorted and grouped every time you open the Ship page, and let you have a copy emailed straight to your printer each morning without opening DashVue at all. This article covers the default view options and how to schedule an automatic daily send.

Where to find pick list settings

Go to Settings → Pick list. The page is split into three tabs: General for the default sort, grouping and view, Automations for scheduling, and Auto print for the printer email that the schedule sends to.

Choose your default sort, grouping and view

On the General tab, set how you want the pick list to look by default whenever it is generated, whether that is from the Ship page or from a scheduled send:

1. Sort order: choose how items are ordered on the list, for example by order date or by item name.
2. Grouping: choose whether items are grouped, for example by SKU or by order, so multiples of the same item are picked together.
3. Compact view: switch on a denser layout that fits more items per page, useful if you print on a small label printer or pick a high volume of orders each day.

Use the preview on the page to check how the list will look before you save. Once saved, these settings become the default every time a pick list is generated, so you do not need to reconfigure the layout each day.

Set up a printer email first

Before you can schedule an automatic send, DashVue needs somewhere to send the pick list. Go to the Auto print tab and add the email address for your printer (many modern printers, and services like Google Cloud Print alternatives or printer manufacturer apps, can accept print jobs by email). Save this address before moving on to scheduling.

Schedule a daily pick list

Once a printer email is saved, go to the Automations tab to schedule a daily copy of your pick list:

1. Switch on the daily schedule.
2. Choose the time of day you want the pick list sent, for example first thing in the morning before you start packing.
3. Save. DashVue will then email that day’s pick list, formatted using your General tab defaults, to your printer email at the time you chose.

This is a built-in DashVue feature, so if you are moving over from another workflow there is nothing to migrate here beyond setting it up fresh.

Keeping the schedule accurate