"Packing" is a crucial phase in logistics management that refers to the process of packing and preparing products for shipment. Its main purpose is to ensure that items are packed safely and efficiently before transport. It plays a crucial role in customer satisfaction by ensuring that products arrive in optimal condition and within established delivery timelines.
⚠️ Note: You'll find that the procedure is almost the same as Picking, but for any doubts, we recommend reading the steps to ensure nothing is missed.
Requirements to perform the packing of your orders
The user must have the role of OWNER, STORE MANAGER, or WHOLESALE MANAGER. You can view the different roles in the section Create or edit a user.
Steps to perform the packing of your orders
Go to the left sidebar under the INVENTORY section and click on Picking and packing
A window will appear with the following tabs:
To pick: These are new orders arriving and pending preparation.
Picking: Here you will find the created and pending picking orders:
Pending picking: Created but not started.
In progress: Created and started.
To pack: Orders that have been picked and are ready for packing.
Packing: Orders that are being packed.
To send: Orders that have finished packing.
Shipped: Orders that have been shipped and completed.
On the To pick tab, you will see a list with the following information:
Order reference: Order reference.
Delivery Note: Order delivery note, as an order may be divided into two or more delivery references.
Origin code: in case it comes from the ecommerce
Created On: When the order was created, this will be the column that governs the order sorting.
Units: Product units of the variants that make up the order.
Origin: Location to which the order has been assigned.
Destination: Where the order is going.
Order Type: Channel/Medium through which the order was created.
Actions: pick or pack the order
To pack, simply click on the "+ New packing order" button. You can do it for one or more orders (the orders must be from the same location, if not the product will uncheck).
A new window will open where you will see:
Details: of the packing order. The "Assigned to" can be used to assign a person to that packing order, otherwise, it will be automatically assigned to the person who starts scanning the products.
Packing: product variants will appear per row and the actions you can take within this.
Clicking the three dots will shoow the option to thide the Sendcloud Menu.
Actions:
Bulk edit: if you select all products at once, you can mark them as packed or pending to pack.
Print delivery note: you can print the delivery note for the order if you haven't done so previously in the picking step.
List (you can choose the columns you want to appear on the button on the right side of the list):
Order: reference of the order where that product variant is located.
Sale order: reference of the sale order.
Code: In case it comes from an ecommerce.
SKU: sku of the product variant.
Brand: brand of the product variant.
Category: product variant category.
Variant 1: product variant 1.
Variant 2: product variant 2.
Box: Here you will find the box where your product has been placed. If no box is assigned to a product when generating labels, the box will be automatically assigned to the product, intended for products that already come in their own box.
Weight: total weight of the products in the box
Status: whether it is pending to be packed or already packed.
To pack the packing order, you can:
Scan the products.
Click on the status and automatically change it to "Packed."
Select the products and edit them massively to mark them as "Packed."
Once you have finished marking the product variants as "Packed," click on the button at the top right that says "Pack."
If you have picked up fewer units than estimated, a popup will appear notifying you that there are units missing to be packed. In case it was an error, you can check the box, and all units will be marked as "Packed." Otherwise, the unpacked product variants will be placed in a separate invoice, and you can manage them from another packing order. Once chosen, click on "Pack."
Steps to mark the packing as Shipped
⚠️ Note: Once shipments are marked as shipped, they cannot be undone. To do this, you should go to the delivery reference or order (in each of its modules) and cancel the shipment. Nowadays, if you do that, the entire Picking and Packing process will be undone, and it will return to the "Pending" state.
To manage the shipment, you have two options that will appear at the top right within the packing order once completed:
Generate Sendcloud labels: If you have Sendcloud enabled, you can generate labels directly from there. Ypu can apply a sort criteria when generating labels by bulk edit. For example, sorting by the moment of picking.
Mark as shipped: On the contrary, you can mark it as shipped, and the order will be automatically updated.
You can also mark them as shipped in the "Packed" list in the following ways:
One by one, in the three dots at the end of each line, mark as shipped.
Select a few, and in the bulk edit, mark as shipped.
Step 1: inside of a packing order pending to ship
Step 2: in the packed orders list and ready to ship