Create Packing list

An Inventory Delivery Voucher (IDV) can be associated with one or multiple Packing Lists until the full delivery quantity has been packed.

Creating a Packing List

Step 1: Configure Approval Process (If Required)

If an approval workflow is required, create an approval process for Packing Lists under Approval Settings.

Step 2: Access the Packing List Menu

1. From the left sidebar, navigate to the Inventory module.

2. Select Packing Lists.

3. Click Add.

Step 3: Complete the Packing List Form

On the Add Packing List page, complete the required fields as follows:

• Inventory Delivery Voucher
  Select an approved Inventory Delivery Voucher.
  Only vouchers with Approved status can be selected.

• Customer
  Automatically populated from the selected Inventory Delivery Voucher.
  Indicates the customer receiving this packing list.

• Bill To / Ship To
  Displays the billing and shipping address information of the customer.

• Packing List Number
  Automatically generated based on the system configuration (Prefix Setting).

• Width / Length / Height (Optional)
  Physical dimensions of the packaged goods, used for warehouse reference or logistics optimization.

• Weight
  The gross weight of the entire package.

• Volume
  Calculated as Width × Length × Height.
  This value may be automatically calculated by the system or entered manually.

• Client Note
  Optional remarks from the client or internal notes related to this specific packing list.

• Item
  Item name and unique SKU or serial number, retrieved from the Inventory Delivery Voucher.

• Quantity
  Quantity of the item being packed in this packing list.

• Remove Item
  Click to remove an item from the packing list.

Step 4: Save the Packing List

• Save & Send Request
  Saves the Packing List and sends approval requests (if an approval process is configured).

• Save
  Saves the Packing List without sending an approval request.

Step 5: Approve the Packing List (If Applicable)

Approve the Packing List according to the configured approval workflow.

Updating a Packing List

Packing Lists can only be edited when their status is Not Yet Approved.

Steps

1. Go to Inventory → Packing Lists.

2. Select the Packing List to be edited and click Edit.

3. Make the necessary changes and click Save.

Deleting a Packing List

Packing Lists can only be deleted when their status is Not Yet Approved.

Steps

1. Select the Packing List to be deleted and click Delete.

2. Confirm the deletion in the confirmation pop-up.

Packing List Details

To view Packing List details:

1. Select the Packing List.

2. Click View.

Shipping Log

A Shipping Log can be created for each Packing List via the Shipping Log tab, allowing you to track shipment progress and logistics details.