Picklist workflow overview
What is a Picklist?
A Picklist is a list of products you need to gather before heading out to restock your vending machines. It helps you organize what to load, ensuring efficient and accurate restocking. The term is commonly used across the vending industry and is sometimes called Prekitting.
Picklist Summary vs. Individual Machine Picklist
Picklist Summary: Shows the total quantities of each product needed for your entire trip — ideal for packing in bulk.
Individual Machine Picklist: Breaks down the products needed for each machine — useful for packing by location.
1.Installation
Get the VendSoft Mobile App
You can install the mobile app by using the following links or by searching for "vendsoft" on the Apple App Store and Google Play Store:
Android: Download from Google Play
iPhone & iPad: Download from App Store
Log in using your email and password:
2. Download Trip
You have to create a trip from the web interface first. Then you can download it from the mobile app.
Press the Download Trip button:
Then you can select one of the available trips in status Created:
3. Enter Trip Results
The next step is to record the servicing of the machines. Press the Enter Trip Results button:
The app will show the list of locations / machines included on the trip. Clicking on the map icon on the left side of each location will open the location on Google Maps or Apple Maps, which you can use for driving directions.
Select one of the machines:
You will then seen the main menu for the machine:
4. Open the Picklist
Open the Picklist to see which products need to be prepared for restocking.
This list is generated based on planogram data and recent sales.
5. Use the picklist efficiently
Tap Recalculate Picklist to get the latest data before you begin picking.
Tick the checkbox next to each product as you pack it.
Tap a product to Edit Pick — you can adjust the quantity or switch to a different product if needed.
When you’re done, don’t forget to hit Complete Picking to mark it as finished.
6. Optional: Batch Products View
To simplify your view, open the Picklist settings and enable Batch Products.
This collapses duplicate products into a single row with all column slots shown underneath.
7. Confirm ending inventory at the machine
When you’re at the machine go to the “Confirm Ending Inventory” section and:
Tap the three-dot menu and choose Refresh to ensure you're working with live data.
If needed, use Fill to Capacity to restock all columns at once.
Use the +/– buttons to manually adjust filled counts if you didn’t follow the Picklist.
Once all values look good, tap Confirm Inventory to lock in your service.
8. Drill Down by Column (Optional)
Tap on any specific column to:
Enter arrival and refill data in detail
Use the “Top up” button to auto-fill to full capacity
Adjust price or capacity if needed
Swipe left/right on the bottom of the screen to move between columns quickly
9. Cash Screen
On the Cash screen you can record the following:
Cash Collected
Added Coins
Refunds
Money Bag
10. Upload Trip
When you complete the servicing of all machines you can press the Upload Trip button from the home screen to upload the trip to the server:
If you have questions or need help, feel free to reach out to our support team at help@vendsoft.com.