The Packing List app helps you prepare, manage, and complete the packing of goods for shipment. The process connects sales orders and warehouse activities with packing lists, packing pieces, and shipping documents.
You can create a packing list from a sales order or from a warehouse activity. Use Open Packing List for Sales Order to create a packing list for a sales order, or use Inventory Pick to create one from an inventory pick. You can also manage packing lists directly on Packing List.
3. Add and review items
Add the relevant sales or warehouse lines to the packing list. The Packing List Task shows quantities that still need to be allocated. Review item dimensions and weight information on the item card before calculating the packing data.
4. Create and allocate packing pieces
Create packing pieces on Packing Pieces and select the appropriate packing unit of measure. Allocate item quantities to the packing pieces on Packing Piece Allocation. Check the dimensions, cubage, net weight, packing weight, and gross weight before marking the packing pieces as finished.
5. Complete packing
Use Packing Pieces or Finished Packing Pieces to review the packing status. If required, assign a work center group and set the planned packing or finishing date. Heat treatment requirements and external package numbers can also be recorded where applicable.
6. Prepare shipping
Use Packing Lists to Request to request shipping and Packing Lists to Order to create a shipping order or quote. Shipping details, transport vendors, shipment methods, and packing labels can be managed from the packing list.
7. Ship and review posted documents
When packing is complete, ship the packing list from Packing List. The posted packing list and posted packing pieces are then available through Posted Packing List, Posted Packing Pieces, and the related allocation pages. Use the print actions on the relevant pages to print packing lists, shipping labels, or packing piece labels.
Related information
Setup, App Setup The Packing List app is configured across the following pages: Inventory Setup, Purchases & Payables Setup, and Shipping Agent Services. Use these pages to define numbering, weight calculation, shipping order accounts, and shipping service behavior...
Pages, Packing List The packing list contains the shipment details, packing information, and actions needed to prepare and ship the packed goods...
Pages, Finished Packing Pieces This page lists packing pieces that have been completed and contains their dimensions, weights, and allocation information...
Pages, Packing Piece Allocation This page shows the items allocated to packing pieces and the source documents they originate from...
Pages, Packing Pieces This page lists the packing pieces and shows their dimensions, weights, and packing status...
Pages, Packing Pieces This page shows the packing pieces in a packing list and their dimensions, weights, and packing status...
Pages, Posted Packing List The posted packing list contains the shipment details and history of a completed packing list...
Pages, Posted Packing Pieces This page shows posted packing pieces and their dimensions, weights, and packing status...
Page Extensions, Inventory Pick The Inventory Pick page lets you create and view a packing list for the items being picked...
Page Extensions, Inventory Setup Inventory Setup contains the settings for weight calculation and the number series used for packing lists and packing pieces...
Working with the App
