Packaging management manually on a sales/purchase order

Dawid Kaczmarek Updated by Dawid Kaczmarek

Before the sales order is shipped, it is possible to manually adjust the calculated packaging according to what has been used. This can be done on the shipping packaging group under the "Pick and pack" tab on the sales order. Otherwise, the calculated packaging can be seen on a new tab page 'Outbound packaging' (sales order) and Inbound packaging for purchase orders:

Figure 22: Shipping packaging on a sales order

The shipping note contains information regarding the packaging used and the packaging returned from the customer. This information can be added using the buttons "Register outbound packaging", which are the ones sent OUT seen from our side and "Register inbound packaging", which is used to list the packaging that is returned to/received at our site linked to a shipping note.

The 'Notes' field can be used to enter e.g., information of the trucks license plate number or other data you want to see on the 'Packaging receipt' that can be printed from a Shipping note. Using the menu button "Packaging receipt" you can print out a receipt for the registered in- and outbound packaging types and the quantities so that the warehouse worker and the truck driver can sign off on the numbers.

Shipping notes can be found on the sales-/purchase order header as well as the general form under [Inventory management/Common/Packaging shipment]:

Figure 23: Packaging registration on a shipping note + Print Packaging receipt Embedded Image Embedded Image

Figure 24: Print Packaging receipt + example report

The "Ok" button on the forms below will perform the actual transfer of packaging according to setup for the order (the site and warehouse set up previously). The expected content of the transaction can now be corrected before posting, if needed. New records can also be added if the usage of packaging is different than expected.

The following can be changed before registration is performed:

New records can be added

Packaging Id can be changed

Warehouse can be changed

Packaging type can be changes

Balance towards can be changed (to another allowed value for the type)

Quantity can be changed

Figure 25: Outgoing packaging Figure 26: Ingoing packaging

Packaging settlement is done on the customer and can create an invoice/credit note line for the packaging if setup.

There will also be a packaging footer on the packing slip, showing packaging on the sales order as well as expected returned, if setup for the delivery address or carrier address.

Figure 27: Packing slip packaging footer

How did we do?

Packaging management as part of transfer orders

Packaging on-hand

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