Creating packing slips

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You can create a packing slip from scratch or generate it from one or several sales orders. A generated packing slip includes prefilled details and a link to the source document. This saves your time on data input and ensures traceability of your sales transaction.

To create a packing slip:

1. Do one of the following:
   • To generate a packing slip based on a sales order, select or open the sales order. Then, click Generate > Packing slip.
   • To generate a packing slip based on multiple sales orders, select or open any one of the required sales orders. Then, click Generate > Packing slip. Then, add the remaining sales orders manually (to learn more, see step 2 below).
   • To create a packing slip from scratch, go to Sales and under Sales, click Packing slips. Then, in the Packing slips list, click Create.
2. On the Main tab, specify general details:
   • Click Add to select one or several Sales orders containing products that require a packing slip for delivery.
     Products from the selected sales orders are automatically added to the Available items section of the Packing tab.
   • Fill in other fields as necessary.
3. On the Packing tab, in the Existing packages section, add the containers included in the delivery.
4. On the Packing tab, in the Package contents section, assign the products to containers:
   • To assign a product from the Available items section to a container, click the container line under Existing packages, then click the product line, and click .
   • To assign all products from the Available items section to a container, click the container line under Existing packages and click .
   • To assign a product that is not in the Available items section, click Add.
   • To find a product by barcode, click .

   Note. The Package content section displays the products assigned to the container currently selected in the Existing packages section. Click a container to view its contents in the Package content section.

5. Optional: Make changes to the product list if necessary:
   • Edit the product information, such as weight or serial numbers.
   • Click Change package to quickly move a product to another container.
6. Optional: On the Additional information tab, specify additional information.
7. Click Post and close.

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