Pack Sales Order |
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Packing and unpacking sales orders can be done at "Pack Sales Orders" to a specific warehouse. This can be used as a security measure to ensure the correct stock and quantities is given to the customer.
Go to Quote / Sales Order > Pack Sales Order
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Set the default Packing Warehouse in the "Sales Order Options > Packing" tab.
When converting a sales order to an invoice, the items will automatically be removed from this warehouse.
Step 1
Add the Sales Order No. to the form that must be packed.
When you enter the sales order number, all of the items on the order will be displayed.
Step 2
Mode: Select between Pack or Unpack
Step 3
To add the packed quantities, scan the items in or manually add them by selecting the item and clicking on the + symbol, or by just typing in the quantity in the "Qty Packed" column.
The quantity packed will be displayed in the "Qty Packed" column.
The system will only allow you to pack the same quantity of items that is in the "Qty Allocated" column.
Step 4
After all the items have been counted, click on process to move these items to the selected packing warehouse where it will be stored until the sales order has been invoiced.
The quantity packed will now be shown in the sales order in the quantity packed column.
