Warehouse PDA: what it is, what it is for and how to use it step by step
In a warehouse, the PDA is the device the operator carries in their hand to know what they have to do and to record what they do. It replaces the printed order sheet and the “I will write it down later”. Here we explain what it is, what a warehouse worker uses it for and how to use it, step by step.
What a PDA is in a warehouse or in logistics
PDA stands for “personal digital assistant”. In logistics that is the name for the handheld terminal with a touchscreen, a barcode scanner and a connection (wifi or mobile data) that works against the warehouse management software. It is also called a radio-frequency terminal, a scanner or, simply, “the gun”.
What matters is not the device but what it does with the software: it receives the tasks, shows the operator where to go and what to take, reads the code of the bin or the item and compares it with what was due. If it matches, the movement is recorded at that moment. If it does not match, it warns.
What a warehouse worker uses the PDA for
For practically everything that moves goods:
- →Receiving: counting what arrives by scanning each box or unit against what was expected.
- →Put-away: taking what was received to its bin and confirming by scanning item and bin.
- →Order picking: going to each bin, taking what the order asks for and scanning it.
- →Packing: verifying at the table that the order is complete before closing the box.
- →Replenishing: bringing product down from reserve to the picking bin when it runs out.
- →Counting: taking inventory of a bin without paper.
- →Returns: identifying the parcel that comes back and recording the condition it arrives in.
The result is that the stock in the software matches the stock on the shelf, because every movement is recorded when it happens and not at the end of the shift.
How to use a PDA step by step
Each piece of software has its own screens, but using it always follows the same order.
1. Sign in. The operator identifies themselves with their username, a PIN or a card. It is important that each person signs in as themselves: that way every movement is under their name and, if there is a doubt, you know who to ask.
2. Ask for or choose the task. Depending on the software, the operator chooses from a list (orders to pick, inbound deliveries to receive) or presses a button and the software gives them the most urgent task. The second avoids everyone choosing what they feel like most.
3. Go where the screen says. The PDA shows the bin (for example, aisle, bay and level), the item and the quantity. In order picking, the bins usually come sorted to avoid going round in circles.
4. Scan. You read the code of the bin, of the item or both, depending on what the task asks for. It is the step that must never be skipped: the scan is what checks that it is the right product in the right place.
5. Confirm the quantity. You indicate how many units have been taken, left or counted. Some software lets you confirm the whole line with a single scan and some asks you to scan unit by unit.
6. Report it if something does not match. If the bin does not hold what it should, if the box arrives damaged or if the code will not read, it is reported on the PDA itself. It is not fixed “on your own”: what is not reported shows up later as stock that does not match.
7. Next task. On finishing, the PDA moves on to the next one. At the end of the shift you sign out so that your colleague can sign in with their own.
Types of PDA and terminals for the warehouse
| Type | What it is like | When it fits |
|---|---|---|
| Industrial handheld terminal | Android with a built-in scanner, a rugged casing and a battery for the whole shift | A lot of continuous scanning, drops, dust or cold |
| Phone with the camera | An ordinary phone that reads the codes with its camera | Low volume, to get started or for occasional-use stations |
| Phone with an attached scanner | A phone with a scanner case or a Bluetooth ring scanner | Freer hands without buying industrial terminals |
| Forklift terminal | A screen fixed to the machine, with a handheld scanner | Pallet movements with a forklift or reach truck |
Before buying anything, ask the software supplier which devices it supports. Some software only works on one specific terminal model and some works on any Android or in the phone's browser. It changes the initial investment a great deal.
Typical mistakes when working with a PDA
- →Scanning the shelf label instead of the item “because it is the same”: it is not, and that is how size or SKU mix-ups slip through.
- →Confirming by hand without scanning when the code will not read. If a label is damaged, the label gets replaced.
- →Sharing a username or PIN: the trail of who made each movement is lost.
- →Not reporting the shortage when the bin is empty and taking the product from somewhere else without saying so.
- →Leaving the goods “for a moment” in a bin that is not theirs without recording it.
- →Starting the shift with a half-charged battery or with no wifi coverage at the back of the building.
- →Bin labels badly placed or that do not read the first time: the operator ends up typing.
Almost all of them have the same root: skipping the scan to go faster. If you want to review the labels, see how to make location labels; and for the orders side, how to reduce picking errors.
What it takes to start working with a PDA
- →Bins numbered and labeled with a barcode.
- →Items with a barcode (the manufacturer's or one of your own).
- →Warehouse software that hands out the tasks and checks the scans.
- →Wifi or mobile data coverage throughout the building, including the docks.
- →A little training: more about the habit of scanning than about the device.
What the Ubika PDA is like
In Ubika the PDA is a web page: it opens on a phone or on any Android with a scanner by scanning a QR code, with nothing to install. Each operator signs in with their 6-digit PIN and presses “Give me the next task”: the PDA opens the most urgent one, already on its own screen. The tasks it hands out are picking an order, packing, receiving goods, put-away, returns, replenishing and counting. If an item that is not due is scanned, it beeps and does not let you continue; if goods are missing from the bin, the shortage is reported and the alert to count that bin is generated. If the device has no scanner, it reads with the camera.
The detail is in stock control with a PDA and the step-by-step of picking in picking with a PDA. If you want to see it with your own items, you can ask for a demo with your data.
Frequently asked questions
Keep reading
- Warehouse software for a small 3PL: what to check before you choose
- How to choose warehouse software for a small business: ERP with stock, shipping platform or WMS
- Warehouse software for food and frozen goods: lots, expiry dates and FEFO
- How to get your warehouse ready for peak season
What Ubika does: warehouse management software · software for 3PLs · WMS for e-commerce