# Plan a pick list for later

If a job for one of the next days is already fixed – say the timing belt change on Thursday – plan the pick list today. Tulz reserves the tools for the employee from the issue day until the return date; they are only issued on the day itself.

### Planning

1. *Pick lists → Create pick list → Plan for later* – or *Plan for later* on a job template.
2. Choose the **employee**, **Issue on** and **Due**, plus the job number if needed.
3. Tick or scan the tools. From a template all tools are ticked – including those still on loan today: they may go on the pick list if they are due back by the issue day.
4. *Plan pick list*.

If a tool is already reserved for someone else during this period, Tulz tells you right away by whom and when. Other employees cannot borrow the planned tools during this period; workshop managers and the tool store only get a note.

### Until the issue day

The pick list appears under *Pick lists → Planned* and in the employee's *My day*. Each item shows its **status today**:

- **ready** – in stock
- **coming back** – still with a colleague, due back before the issue day
- **too late** – due back only after the issue day or without a date
- **missing** – defective, under inspection, lost …

*Print packing list* prints the list with storage locations so the tools can be collected in advance. Add tools with *Plan more tools* or with *Add to pick list* on the tool page.

### Reminder

The day before, Tulz tells the employee and whoever planned it whether all tools are ready or what is still missing; on the issue day the reminder to issue follows. If a planned tool is reported defective, lost or sent for inspection in the meantime, the message comes immediately. How (bell, push, email) everyone sets under *My profile → Notifications*.

### On the issue day

*Issue now* issues everything available in one step and redeems the reservations. Anything still missing stays reserved and on the pick list – as soon as it is there, click *Issue now* again. Anyone allowed to borrow tools themselves can also issue their own planned pick list.

*Delete* releases all reservations of a planned pick list.

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Source: https://tulz.work/en/help/article/plan-pick-list-for-later · As of 2026-10-11 · Tulz
