--- title: Creating a packing list description: The pack module is based on Paragon's standard transaction screen, to get a better understanding of navigating these screens, check out our guide on How do transaction screens work. Open the pack modu --- [Skip to content](https://support.paragon-erp.com/creating-a-packing-list#main-content) English Show submenu for translations [![paragon logo-1.png\]](https://support.paragon-erp.com/hs-fs/hubfs/paragon%20logo-1.png?width=240&height=75&name=paragon%20logo-1.png)](https://support.paragon-erp.com/?hsLang=en) - [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y) - [Tickets](https://help.paragon-erp.com/tickets) - [Knowledge Base](https://support.paragon-erp.com/) - [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout) Open main navigation Close main navigation - [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y) - [Tickets](https://help.paragon-erp.com/tickets) - [Knowledge Base](https://support.paragon-erp.com/) - [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout) - English Show submenu for translations - [Go to website](https://www.paragon-erp.com/) [Go to website](https://www.paragon-erp.com/?hsLang=en) Welcome! Search our Knowledge Base. - There are no suggestions because the search field is empty. 1. [ParagonERP](https://support.paragon-erp.com/?hsLang=en) 2. [Inventory](https://support.paragon-erp.com/inventory?hsLang=en) 3. [Packing](https://support.paragon-erp.com/inventory?hsLang=en#packing) June 9, 2025 # Creating a packing list ### Introduction Paragon's **pack** module allows you to prepare and organize your items ready for shipment. In this article, we'll walk you through how to manually create a packing list as well as how to create a packing list from a pick ticket and an order. The **pack** module is based on Paragon's standard transaction screen, to get a better understanding of navigating these screens, check out our guide on [How do transaction screens work](https://support.paragon-erp.com/how-do-transaction-screens-work?hsLang=en). #### Open the pack module Open the **pack** module by selecting it in the right-hand navigation bar or in the **more **menu. ![](https://support.paragon-erp.com/hs-fs/hubfs/Pack%20module-jpg-1.jpeg?width=539&height=536&name=Pack%20module-jpg-1.jpeg) #### Creating a packing list manually This is the list view of the packing list module. To add a new packing list, click **add new packing list**. ![](https://support.paragon-erp.com/hs-fs/hubfs/Add%20new%20packing%20list-jpg.jpeg?width=688&height=148&name=Add%20new%20packing%20list-jpg.jpeg) Select the method you want to create the packing list from. In this case select **manual**. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn619be6a36b6f072733797bc36ecb577fba52bb0e20437d5471d34975c5f9a10831fcbccfa2054d51ba2c667bac87ea03-1-1-1-3-1.png)   **Enter in general information** Select the **company name** from the drop-down menu. ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202024-12-05%20082110-png-1.png?width=688&height=126&name=Screenshot%202024-12-05%20082110-png-1.png) Once the company is selected, it will auto-populate all the addresses from the customer file. ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202024-12-05%20082428-png.png?width=688&height=125&name=Screenshot%202024-12-05%20082428-png.png) Note that the packing list will not have a transaction number until the packing list is saved. Once a transaction number is assigned, it will replace #####. Select the date by clicking on the **calendar icon** and selecting the appropriate date. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsna2b6d350f04254e9426c7a04d91dd9b14fd8475afa89684956b1b28a324a62452beb3597a54a8865a725ffabbfad69a7-1-1-1-3-1.png)   **Enter information in the business terms** Enter information in the business terms by clicking on the field and typing in the correct information or selecting it from the drop-down menu. Note that the business terms will be slightly different based on how the pack module was configured. ![](https://support.paragon-erp.com/hs-fs/hubfs/Packing%20list%20attributes-jpg.jpeg?width=688&height=132&name=Packing%20list%20attributes-jpg.jpeg) **Add products to your packing list** To add a product or line item to your packing list, click the **add** button in the bottom left-hand side of the line item area. ![](https://support.paragon-erp.com/hs-fs/hubfs/Add%20packing%20items%20button-jpg.jpeg?width=688&height=366&name=Add%20packing%20items%20button-jpg.jpeg) Select all the items you would like to add to your packing list by checking off the boxes on the left. If you would like to cancel the addition of line items or products, click **cancel**. To add all the products, click **accept**. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn3b52b0d7624e0e1c738387a2ed1c424c1f9ff75509e229b8bb7b6ee40950d8e6e737022ed6cc08b553823ca7c3d645c1-1-1-1-3-1.png)   Once the items have been added, you can edit the price and quantity as needed. Right-clicking on an item will allow you to add attributes, discounts, notes, and attachments to that line. You can also add more line items by selecting **add product** again. ![](https://support.paragon-erp.com/hs-fs/hubfs/Packing%20price%20quantity%20and%20line%20attributes-jpg.jpeg?width=688&height=363&name=Packing%20price%20quantity%20and%20line%20attributes-jpg.jpeg) **Add notes and attachments** If necessary, add any relevant **notes** by typing in the note section. These notes won't affect anything in the system. They can be used for reminders or internal communication. You can also upload **attachments** or attach URLs to the packing list by clicking the **attachments** button. ![](https://support.paragon-erp.com/hs-fs/hubfs/Packing%20notes%20and%20attachments-jpg-1.jpeg?width=688&height=362&name=Packing%20notes%20and%20attachments-jpg-1.jpeg)    ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn524ff854ba78319871e8d1e05c1ce53d0beda03071ab0b00030eb4dc6e5abf7a151adebc0f4f23fa1110c99304c6896b-1-1-1-3-1.png)   **Canceling a packing list** A packing list can be canceled at any point before it is saved by clicking **cancel **in the upper left-hand corner. ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202024-12-05%20084716-png.png?width=78&height=40&name=Screenshot%202024-12-05%20084716-png.png) **Saving a packing list** Once you have filled in all the relevant information you can save your packing list by clicking **save **in the bottom right-hand corner. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsna5fd2f835256b5727aa181c4b71fe35a5c01ee9e754eac66334bd785238e881199c9b2a508ef1e06ae11ef3543e738d0-1-1-1-3-1.png) ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/missing-image-Feb-21-2024-02-58-48-6197-PM-Feb-22-2024-11-40-31-2828-AM-May-29-2024-11-03-02-1156-AM-1.png)Once the packing list is saved, it will automatically be assigned a transaction number and a temp status. #### Creating a packing list from a pick ticket This is the list view of the packing list module. To add a new packing list, click **add new packing list**. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn0eb4d86c6da96548c1cca52845b1a3b308fbc4a6bd86a6c020a2639862650a2edcdaa00a07bb4f746d0076bf80e862fd-1-1-1-3-1.png)   **Select picks ** Select the method you want to create the packing list from. In this case select **picks,** it will be selected when it is highlighted in pink. Select one or more pick tickets by ticking the boxes on the left and then click the **accept** button to proceed.   ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn1c7b5060298e416b8680f27cf7078d5ccce23633705ddda828b1712c901c91541a881bdce9786994c04af61c24646ace-1-1-1-3-1.png)   **Save or cancel the packing list** A packing list can be canceled at any point before it is saved by clicking the **cancel** button in the bottom left-hand corner. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn522e09a0dc091fb558b471fbd03e58fadf96485bec35dd0072820471e145f0d16236d17588d9ad1609a7b77e2f180ca0-1-1-1-3-1.png) To create and save from the **pick ticket** you selected, click the **accept** button in the bottom right-hand corner.  Once you click the accept button, the packing list will be created  ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn75c88b6c4e940a793ec247fffbc48f58e1f39dc585d18948230fe2f0a43df71190a1d3d6e75a4b436c4555f5691dee91-1-1-1-3-1.png)   #### Creating a packing list from an order Select the method you want to create the packing list from. In this case select **orders,** it will be selected when it is highlighted in orange. Select one or more orders by ticking the boxes on the left and then click the **accept** button to proceed. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn4774e97ae29b9ebe60b1bd1b539a9c93024dfde3e589584ff2cb1fbc507419c3feb66243e16dc46ef474a608f53e36f5-1-1-1-3-1.png) **Save or cancel the packing list** A packing list can be canceled at any point before it is saved by clicking the **cancel **button in the bottom left-hand corner. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn522e09a0dc091fb558b471fbd03e58fadf96485bec35dd0072820471e145f0d16236d17588d9ad1609a7b77e2f180ca0-1-1-1-3-1.png) To create and save from the **order** you selected, click the **accept** button in the bottom right-hand corner. Once you click the accept button, the packing list will be created.  ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn75c88b6c4e940a793ec247fffbc48f58e1f39dc585d18948230fe2f0a43df71190a1d3d6e75a4b436c4555f5691dee91-1-1-1-3-1.png)   #### I've created my packing list, now what? Once a packing list has been created you can proceed in a number of ways using the action button in the bottom right-hand corner: ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-06-09%20093523-png.png?width=121&height=214&name=Screenshot%202025-06-09%20093523-png.png)     #### What's next? Once you have created packing slips, you can use the boxing function in ParagonERP. Here are some articles related to boxing. 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