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This step-by-step guide describes how to pack an order against a sales order or consignment order. |
Step-By-Step Guide
From a Packing Event
Create a consignment sale or sales order. See How to Create a Consignment Sale and How to Create a Sales Order for more information.
Create a packing event. See How to Record Packing for more information.
Under the 1. Details step of the edit packing wizard click the + Add Transaction button.
Select the Transaction you want to pack against. You can pack against more than one transaction per packing event. The products from the transaction's line items will automatically be added as packing products for this event. See How to Create Transaction Line Items for more information. You will also be able to attach more transactions to this event in the packing output page.
Enter a Reference Number, Appointment Date, Confirmation Number, Temp. Sensor Type and Temp. Sensor Reference No. if applicable.
From a Transaction
Create a consignment sale or sales order. See How to Create a Consignment Sale and How to Create a Sales Order for more information.
Click the Save & Pack button. This will automatically create a packing event with the new transaction already linked and redirect you to it.
Enter a Reference Number, Appointment Date, Confirmation Number, Temp. Sensor Type and Temp. Sensor Reference No. if applicable.
Create Pallets Against Transaction
After completing the packing event set-up and adding packing inputs proceed to the packing output section. In this section you should see the transactions attached to this packing event. If no transactions are listed you can click the + Add Transaction button to attach transactions to this event.
Check the checkbox next to the Transaction you want to pack against. When a transaction selected a detail section about the transaction is shown. In this section each transaction line item is shown. You must have at least one line item in the transaction to pack against. The default + Add Pallets button is disabled to prevent confusing in this case. See How to Create Transaction Line Items for more information.
In the transaction detail section click the + Add Pallets button next to the transaction line item you wish to pack against. This will create a pallet modal defaulting to the line item's product and default units defined with the product. See How to Add a Product for more information.
Enter your packed pallets. See How to Create a Pallet for more information.
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