How to Implement Batch Sorting in a Small Warehouse
Batch Sorting
Updated October 6, 2025
ERWIN RICHMOND ECHON
Definition
Implementation of Batch Sorting involves planning batches, optimizing routes, preparing sortation capacity, and training staff to increase picking efficiency.
Overview
Implementing Batch Sorting in a small or medium warehouse can feel like a big step, but it is very approachable when you break it down. This article guides you through practical steps, important considerations, and friendly tips so a beginner can lead a successful rollout without disrupting day-to-day operations.
Step 1: Define goals and constraints.
Start by asking simple questions: Do you want to reduce picker travel time, increase orders per hour, or handle seasonal spikes more predictably? Note constraints like packing space, available sortation equipment, peak times, and any item handling requirements such as cold storage. Clear goals help determine batch size and scheduling.
Step 2: Collect baseline data.
Before changing processes, measure current performance. Track orders per hour, picker travel distance, average items per order, and errors. This baseline makes it easier to quantify the improvement after implementing Batch Sorting.
Step 3: Choose batch logic.
There are several common batching rules; pick the one that matches your operations
- SKU similarity: Group orders that share high-frequency SKUs to reduce repeated visits.
- Location proximity: Batch orders that require picks in the same zone or aisle.
- Shipping cut-off: Batch by carrier or departure time to simplify packing and routing.
In a small warehouse, combining SKU and location rules often delivers the best early wins. For example, create batches of 10-20 orders limited to one or two adjacent aisles.
Step 4: Optimize pick routes and equipment.
Decide whether pickers will use carts, pick-to-light, RF scanners, or mobile devices. Configure the WMS or pick lists to present picks in a logical sequence that minimizes backtracking. If you don’t have a WMS, create clear printed pick lists grouped by batch and route.
Step 5: Prepare packing and sortation.
Batch Sorting shifts work to packing: after a picker returns with items, those items must be accurately sorted into individual orders. For small warehouses, this can be handled by manual sortation using packing tables with labeled bins or simple conveyor segments. Ensure you have enough packing stations and clear labeling systems to avoid confusion.
Step 6: Pilot the process.
Run a short pilot during a low- to mid-volume period. Use a small team and limited batch sizes (for example, batches of 5-10 orders). Collect metrics and staff feedback. Pay attention to packing time—if packing becomes the bottleneck, consider adding temporary staff or simplifying pack processes.
Step 7: Train the team.
Keep training practical and visual. Show the difference between single-order picking and Batch Sorting with side-by-side examples. Provide written procedures for picking, packing, and error handling. Encourage pickers to report issues so you can refine batch sizes and routes.
Step 8: Iterate and scale. Use the pilot data to tweak batch sizes, pick routes, and the timing of batches. Gradually increase batch sizes and add more pickers into the process. Monitor KPIs such as picks per hour, orders per hour, packing throughput, and error rates. Keep changes incremental to avoid creating new bottlenecks.
Common challenges and how to handle them
- Packing bottleneck: If packing can’t keep up, consider smaller batches, temporary packers, or simple sortation aids like poly-cart bins labeled per order.
- Errors during sorting: Use checklists, barcode scans at packing, or simple color-coding to reduce mis-sorts.
- Uneven batch workloads: Balance batches by items per order rather than orders per batch so each batch yields similar picking effort.
Tools and technology to consider for a small warehouse
- Basic WMS or inventory software with batching features.
- RF scanners or mobile devices to confirm picks and reduce errors.
- Simple sortation hardware like modular conveyors or berms, if volume justifies it.
Practical example
A small health-supplement retailer had frequent short walks and slow fulfillment during peak hours. They began batching orders by SKU similarity into groups of 8 and used labeled tote bins for each order at the packing table. Pickers used a single route through the most active aisles and returned totes to the pack area for sorting. After two weeks, picks per hour rose by 28% and average fulfillment time fell significantly.
Final tips for beginners
Keep batch sizes manageable, measure early and often, and involve front-line staff in design decisions. Batch Sorting delivers consistent efficiency gains when paired with clear packing processes and simple technology support. Start with one zone or shift, learn, and scale up confidently.
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