Picklists, packages and shipments

Pick the goods for several orders in one walk, pack them, ship them with tracking, and mark them delivered.

Picklists

Professional plan and above. A picklist tells your picker what to take from the shelves for one or more orders, with the bin if you use bins.

1. Go to Sales › Picklists and click + New Picklist.
2. Choose the Date and the Picker, and add Notes if you like.
3. Under Sales orders to pick, tick the orders, or click Select all.
4. Click Create picklist, then print it for the picker.

Pack an order

1. Open the sales order and click New Package.

2. Check the quantities going into this package. Pack all of the order, or part of it.

   • With batches, the earliest expiry is suggested first.
   • With serial numbers, scan or choose the serials going out.
3. Save the package. It shows as Packed.

From the package you can print a packing slip and Print labels for what's inside.

Ship it

1. Open the package and click Ship (or Create shipment).
2. Enter the Shipment date, Carrier and Tracking number.
3. Save. The package shows as Shipped.

If stock moves on shipments (see Inventory settings), the goods leave stock now.

Delivered

When the customer has the goods, click Mark as delivered. If the goods come back undelivered, click Goods came back.

Invoice

Click Create invoice on the package or the order to bill the customer for what was shipped.

The Packages, Shipments & Receives report lists every package and shipment for any period.