About Packing Lists

Packing lists are used to track the shipment of items to the customer once completed or to place finished goods into inventory for future use. Packing lists created for customer jobs are in turn used to create AR Invoices.

In addition to shipping items to customers and placing finished goods into inventory, packing lists are also used to track the use of subassemblies that are made as a part of the production process (as opposed to being pulled from inventory) for the purpose of properly allocating their cost.

Where to Start

Before you start creating packing lists, it's important to make sure you have defined all the tables you need and that you understand how the system will behave based on the related company preferences and other settings.

Tables Used on Packing Lists

The following tables are used on a packing list. (Tables are listed alphabetically for reference purposes.)

Preferences and Other Related Settings

In addition to the listed tables, the following preferences and settings affect the ability to create estimates.

Company Maintenance

• Bill of Lading Defaults has a Special Instructions field that appears on the packing list.

Packing List Details

Each packing list contains information that identifies the customer, items within the package, and shipping details.

The following links lead to topics that provide reference information for each section of the packing list record.

Go to Packing List Details - Details Section

Go to Packing List Details - Line Items

Go to Packing List Details - Ship To Addresses

Go to Packing List Details - Bill of Lading

Creating and Editing Packing Lists

Options for Creating a Packing List

Follow the links below for step by step instructions of creating a packing list:

Continue to Create a Packing List - Ship To Customer

Continue to Create a Packing List - Ship To Stock

Continue to Automatic Packing List Utility

Once the Packing List is Created

Once a packing list is processed, there is still the ability to make changes and / or additions to the record. A packing list can be unprocessed, which allows you to edit the details of the line items. The other sections (addresses, bill of lading, etc.) can be edited without unprocessing the record.

Reports, Forms, and Labels

Reports

The following summary reports are available for review / generation under the Order Reports dropdown menu:

• Shipment Summary

Forms and Labels

The following forms / labels are available under the Print dropdown menu located in the Orders Navigator:

• Packing List
• Certification
• Shipping Labels
• Job Labels
• Shipping Documents

What Comes Next

After completing a packing list, the following options are the most common next steps:

• Shipments
  • Shipments are used to calculate specific shipping charges and to generate related shipping documents based on information pulled from an existing packing list.
  • For more information see Shipments.
• Customer Reworks / Returns
  • Customer returns are used to track the various details associated with items that are returned from a customer for some reason.
  • For more information see Customer Returns.
• Billing
  • Packing lists can be used to create a customer invoice.
  • For more information see Customer Billing.