Processing packing slips and delivery notes

In ParagonERP, the standard logistics workflow follows a specific sequence: order confirmation → packing slip → delivery note. Once the delivery is finalized, the process moves to the invoice module.

The order process

The core workflow is designed to track a shipment from the warehouse to the customer. While you can print or email documents at any time, the action button guides you through the status changes.

Note: If you wish to skip specific steps, such as the packing slip or delivery note, for all your orders, please contact your Paragon consultant to adjust your settings.

Generating a packing slip

Once the sales order is issued and the confirmation is sent, you can generate the document for the warehouse:

Open the relevant order.
Click the more actions arrow next to the green action button at the bottom of the screen.
Select Packing Slip (Pakbon).
Depending on your Print and Email Configuration, the slip will be displayed on your screen or emailed automatically.

The Packing Slip button is only visible when the "Ready for" (Gereed voor) status is set to Packing Slip.

Ready to ship (delivery note)

After the items are packed and ready to leave the warehouse, you finalize the logistics phase:

Click the more actions arrow next to the green action button again.
Select Ready to Ship (Gereedmelden).
The delivery note will be generated and either displayed or emailed based on your settings.

The Ready to Ship button is only visible when the "Ready for" status is set to Ready to Ship.

Manually requesting documents

Regardless of the current status of an order, you can manually view or print any document (confirmation, packing slip, or delivery note) at any time:

Click the print button next to the green action button.
Select the desired document type from the list.
Click the checkmark (accept button). The chosen document will open in a new browser tab for viewing or printing.