How to manually create a packing list | ParagonERP

Creating a packing list

Introduction

Paragon's Packing List module allows you to prepare and organize your items ready for shipment. When your packing list is issued, you can also make use of our boxing function, for a full breakdown you can read our article on Using the boxing function. 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 packing list 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 module

Open the pack module by selecting it in the right-hand navigation bar or in the more menu.



Creating a packing list manually

Add a new packing list

This is the list view of the packing list module. To add a new packing list, click add new packing list.


Select manual method

Select the method you want to create the packing list from. In this case select manual.


Enter in general information

Select the company name from the drop-down menu.

Once the company is selected, it should auto-populate all the addresses from the customer file.

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.


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.


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.


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.


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.


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.




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.


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.



Once the packing list is saved, it will automatically be assigned a transaction number and be assigned a temp status.

Action Button

Once a packing list has been created and saved you can proceed in a number of ways using the action button. The default action will be to issue the packing list. To see more options for this transaction, click the more actions arrow to get a list of configured actions including:
  1. Email a packing list
  2. Print a packing list
  3. Void a packing list
  4. Put a packing list on hold
  5. Complete a packing list
If you want to know more about the action button, why not check out our article on How to use the action button.


Creating a packing list from a pick ticket

Add a new packing list

This is the list view of the packing list module. To add a new packing list, click add new packing list.


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.




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.

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 

Creating a packing list from an order

Add a new packing list

This is the list view of the packing list module. To add a new packing list, click add new packing list.


Select orders

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 pick tickets by ticking the boxes on the left and then click the accept button to proceed.



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.

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 

I've created my packing list, now what?

Once a packing list has been created and saved you can proceed in a number of ways using the action button. The default action will be to issue the packing list. To see more options for this transaction, click the more actions arrow to get a list of configured actions including:
  1. Email a packing list
  2. Print a packing list
  3. Void a packing list
  4. Put a packing list on hold
  5. Complete a packing list



If you want to know more about the action button, why not check out our article on How to use the action button.

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