Packing list

  • Last Created On Jul 13, 2023
  • 14
0 0

Create Packing list 

An Inventory delivery voucher can be created one or multi packing list until the quantity is full.

  • Step 1.  Create approval process for packing list ( if nececessary) at approval setting.
  • Step 2. Go to Packing lists menu under Inventory module from the left sidebar -> click Add button.

  • Step 3. In the Add Packing List page, fill in the required details:
     
    1. Select the Inventory delivery voucher is approved 
    2. Enter the other details
    3. Click  to remove the item from the packing list
  • Step 4. Click Submit or Save & Send Request
    Submit: save without submitting approval request
    Save & Send Request: Save and submit approval request
  • Step 5. Approval processing
    After packing list is Approved -> next packing only for the remaining quantity

Update Packing list 

Only update packing list with Not yet approved status. 

  • Step 1. Go to Packing lists menu under Inventory module from the left sidebar
  • Step 2. Select the packing list need to be edited and click  -> click Edit

  • Step 3. Make the necessary changes and click Save button.

Delete Packing list

    Only delete packing list with Not yet approved status. 

    • Step 1. Select the packing list need to be deleted and click  -> click Edit
    • Step 2. Confirm your selection in the following pop-up. The packing list will be deleted


    Packing List Detail

    • Select the packing list and click View


      Send approval request: this button is displayed when this packing list needs approval and when creating the packing list, instead of clicking Save & Send Request, you have clicked Submit.
      Actions: you can download PDF, View PDF, Print and edit packing list

    • You can create shipping log for the packing list at Shipping Log tab

    Change delivery status

    Views: 14

    Recent Articles

    • Synchronize data from Zoho to RISE CRM
      6
    • Synchronize data from RISE CRM to Zoho
      6
    • Connect with Zoho
      8
    • Process quality check - Instruction, Reg...
      14
    • Process quality check - Measure
      15

    Popular Articles

    • Warehouse
      1449
    • Item Settings
      1176
    • General Accounting Settings
      1048
    • Mapping Setup
      985
    • Inventory Receiving Voucher
      852