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Create a Package

Record what physically went into one box, from the order or from the pick that preceded it.

A package is raised against a source document and describes one carton. Several boxes for one order is the normal case.

Pack a box

  1. Go to Packages and select Package

    Or start from the sales order itself, which fills the source document in for you.

    The Packages list with its Package action and columns for Package number, Date, Type, Source number, Customer or Vendor, Items, Status, Carrier, Tracking and Shipment Date.
  2. Set the quantity that is actually in this box

    The document's lines carry across as the starting point. Reduce them to the contents of one carton; anything you leave out stays available for the next package.

  3. Save it

    The package takes its own number, which is what a packing slip and a carrier label reference.

  4. Repeat for the rest of the order

    Each carton is its own package, so a dispute about one box does not put the whole order in question.

The rules the form enforces

RuleWhy
A package belongs to exactly one source documentA box mixing two customers' orders cannot be shipped to one address
The total packed cannot exceed the documentYou cannot ship what was never agreed
A line may be split across packagesBecause deliveries genuinely go in stages

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