How to box a shipment | ParagonERP

How to box a shipment

Here, we'll walk you through how to box a shipment. Using this function, you will be telling the system exactly what items you want to pack in each box for a particular shipment. The boxing feature is found within the pack module, which is based on Paragon's standard transaction screen. 


To create a packing slip, please refer to the following documents on how to create a packing list manually, how to create a packing list from an order, how to create a packing list from a pick ticket.

Note: Only issued packing slips can be boxed. To issue a packing slip, hit the action button and hit the issue button.



Step 1: Access the boxing function

By clicking on the more button in the bottom right corner, the boxing function can be accessed.



Hit the pack button.

 


Select a packing list and hit the action button. Then, to start boxing these items, you can select the box button.



 After hitting the box button, you will be brought to the pack tab of the boxing function.

 

Step 2: Select packing list tab

By selecting the packing list tab, all products included in the packing list will appear. The number of units in the packing list are displayed, along with units that have already been packed, or need to be packed.

 If there are products that need to be packed into a box select new box.



Step 3: Select a box template 

In box template, you can select a template that fills out the attributes of the box size : dimension uom, box length, height and width.


A standard box template is provided by default, you can modify the default values by hitting the edit button. 




 You can also create your own box template(s) in attribute setup and they will appear in the box template drop-down list. 


Step 4: Add quantities of products to the box

Enter the quantities for each product that should be boxed by hitting the add product button.



Now, check off any or all of the products you intend to add to this box then hit the accept button. 



To cancel and exit this screen, hit the cancel button at the left of the screen.




By manually entering the quantity of each product to be added in the box, the quantity of products still to be boxed will automatically be calculated. If there are 5 to be boxed, and you enter 5 for your quantity, to be boxed will now be 0.



There are a number of ways to proceed now. If you need to create another box for this slip, go to step 3. If you have enough boxes in this slip, continue to steps 6 and 7.

Step 5: Add additional box(es)

By hitting the new box button, a new Box ID number will be generated. Enter the quantities for each product that should be boxed by hitting the add product button.






Step 6: Review

The boxing information can be reviewed by hitting the review button.



After hitting review, the modal shown below will automatically appear. This modal details the quantity of products packed in each box. It also displays how many products of the packing slip still need to be boxed, how many boxes have been created and how many items have already been boxed.

To save and exit the boxing screen with an open box (note: the box will not be closed if this screen is exited), hit the accept button at the right of the screen.



To create more boxes, review and close box(es);  hit the back button at the left of the screen and follow steps 4 to 6.



Step 7: Close box(es)

To view what boxes have been created, along with each box ID number, select the boxes tab



From the packing list tab, boxes tab, pack tab, an open box can be closed by hitting the close box button. 




In the boxes tab, the status of the box will change to closed.


Step 8: Review all packed boxes and print box labels

Once all products of the shipment have been packed into closed boxes and 0 products are remaining to be packed, this information can be reviewed and printed. This can be accessed by hitting the review button.



This screen will automatically appear. Hit the accept button to confirm your changes and finalize the number of boxes.



By hitting on the finish & print closed boxes button, a print preview of box labels will be generated.



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