---
title: "Item Selection"
slug: "item-selection"
description: "Why is Item Selections important, and how to create Item Selections? Step by Step guides containing all the information that you need to know to help you understand Canary7"
updated: 2025-07-31T15:00:16Z
published: 2025-07-31T15:00:16Z
canonical: "help.canary7.com/item-selection"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.canary7.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Item Selection

## Understanding Item Selection

## 🔍 What is Item Selection?

**Item Selection** in Canary7 is a powerful tool that lets you filter items based *only* on their **item-level attributes** — without considering location-based criteria. It enables you to segment and control which items are included in key warehouse processes like **allocation**, **replenishment**, or **cycle counting**.

This is especially useful when you want to group items based on shared characteristics, regardless of where they’re stored. For example, you might want to:

- ✅ Include only **Available inventory** (e.g. exclude Quarantined or Damaged).
- 🏷️ Filter items by **Supplier (Company)** — useful in 3PL setups.
- 📦 Segment by **Item Category** such as Perishables, Fragile Goods, etc.

## ⚙️ Where is Item Selection Used?

Once set up, **Item Selections** can be applied to control which items are eligible for:

- 📦 **Allocation Rules** – Only allocate certain types of stock.
- 🧾 **Picking Job Creation** – Restrict picking to specific items.
- 🔁 **Cycle Counts** – Target specific item groups for regular checks.
- 🔄 **Replenishment Rules** – Trigger restocking for selected item types.

Because it works independently of **locations**, Item Selection is ideal when **item characteristics** are more important than their physical placement.

## 🛠️ Defining Item Selections

Item Selections are built using comparison operators like:

`=`, `<>`, `>`, `<`, `LIKE`, etc.

These are applied on the **Where** tab to build rules based on item data.

### ✅ Example Criteria You Can Use:

| Criteria | Description |
| --- | --- |
| **Item** | Target specific items. |
| **Company** | Filter by supplier/customer (Company). |
| **Item.Code** | Target by SKU or product code. |
| **Item.Company ID** | Use the unique ID of the related Company (3PLs). |
| **Item Min/Max Stock Level** | Filter based on stock thresholds. |
| **Item Source Code** | Segment by source code via integration. |
| **Item Category** | Perishables, Electronics, Apparel, etc. |
| **Item Group** | Use groupings like Small/Medium/Large. |
| **Item Batch** | Useful for tracking expiry or recall items. |
| **Item Status** | Available, Quarantined, Damaged, etc. |

These filters let you build reusable, flexible selections that support tailored workflows across the WMS.

## 📂 Accessing Item Selection

To access:

1. Open the **Navigation Menu**.
2. Use the search bar and type **"Item Selection"**.
3. Alternatively, go to: `Configuration > Functional Area Setup > Inventory Control Setup > Item Selection`.

## ➕ Adding a New Item Selection

Click on the Red Action Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add"

![add uom](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1664033249991.png)

- Click **Add**
- **On the General tab, enter:**
  - **📝 Name for your selection.**
  - **🧠 Choose a relevant Selection Class (e.g., Replenishment, Allocation).**

![general tab(3)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/general%20tab(3).png)

Choose a new one that is relevant to this selection.

### Complete the Where Tab

Go to the **Where** tab:

- Define rules using fields like `Item.Company`, `Item.Code`, `Item.Status`, etc.
- Use comparison operators to build logical filters.
- If adding multiple rules, choose a logic operator (`AND`/`OR`) to define how rules combine.

![where 1](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/where%201.png)

### 🧩 Example 1: Simple Logic

To filter items supplied by Company Canary7:

| Field | Operator | Value |
| --- | --- | --- |
| Item.Company ID | = | Canary7 |

![where 2(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/where%202(1).png)

### 🧩 Example 2: Multiple Conditions (AND)

To include only Item - **GU1D3-123** from Company **- Canary7**:

| Field | Operator | Value |
| --- | --- | --- |
| Item.Company ID | = | 123 |
| Item.Status | = | Available |

Set **Condition Logic** to `AND` to ensure both rules must be true.

### Complete the Order Tab

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1753973811159.png)

### 🧲 Example Order By Configuration: Template Fields (Ascending)

In some warehouses, custom location template fields are used to define structured picking logic—such as Zone, Aisle, Bay, and Level. To reflect this, your **Order By** configuration might look like:

| Field | Order |
| --- | --- |
| Location.Template_Field_1 | Ascending |
| Location.Template_Field_2 | Ascending |
| Location.Template_Field_3 | Ascending |
| Location.Template_Field_4 | Ascending |

This will return results sorted in a logical path from zone to aisle to bay to level—helping to optimise picking routes and reduce travel time for operatives.

📝 **Note:** Other commonly used ordering fields include:

- `Location.Code` → to sort items alphanumerically by storage location.
- `Location.Pick_Walk_Sequence` → to guide the user through a predefined optimal pick path.

You can mix and match these depending on how your warehouse is structured and what picking behaviour you want to encourage.

  

Once you have selected and entered the required fields, click on the submit button![submit button(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png) to add.