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Packing List feature in Fill Order

Reference No: 29203 

Details

Support for Packing list is provided in the Fill Order window under Pick List button.

The details are explained in the sample workflow given below:

Sample Workflow

  1. Select the Accounts module.

  2. Create an Order [ORD-1352].

  3. Add the Items [MOTO HEADPHONES ], [MOTO E3] and [MOTO G5 PLUS]  with 1 Qty and Unit Price as 100., as shown in Figure 1.0.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/29203_NEP_SupportforPackingList_C1_I1.png
Figure 1.0 ORD-1352 with Items

 

  1. Right-click the first line and select Update Movement Details.

  2. In the Movements window, select the Spare Equipment check box, as shown in Figure 1.1.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/29203_NEP_SupportforPackingList_C1_I3.png
Figure 1.1 In the Movements window select the Spare Equipment check box

  1. Click the OK button.

  2. Right-click the second line and select Update Movement Details.

  3.  In the Movements window, select the Additional Equipment radio button, as shown in Figure 1.2.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/29203_NEP_SupportforPackingList_C1_I4.png
Figure 1.2 Movements window select the Additional Equipment radio button

  1. Click the OK button.

  2. Right-click the third line and select Update Movement Details.

  3. In the Movements window, select the External / Client Equipment radio button, as shown in Figure 1.3.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/29203_NEP_SupportforPackingList_C1_I5.png
Figure 1.3 Movements window select the External / Client Equipment radio button

  1. Click the OK button.
    NOTE: Based on the Equipment [Additional Equipment, Standard Equipment and External / Client Equipment] selected in the Movements window the Item will be displayed in the Packing List print, as shown in Figure 1.7.

  2. Double-click the first line > select the Default tab in the new window > select the Department as [MOBILE], as shown in Figure 1.4.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/29203_NEP_SupportforPackingList_C1_I6.png
Figure 1.4 Selecting Department from the Item line

  1. Click the OK button.
    NOTE: If the Department is selected for the Item then the same will be displayed in the Packing List print, as shown in Figure 1.7.

  2. Select View > Fill Order > the Order Fill window appears > click the Expand All button, as shown in Figure 1.5.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/29203_NEP_SupportforPackingList_C1_I7.png
Figure 1.5 Order Fill window

  1. Under Pick List button select the Print Custom PackingList , as shown in Figure 1.6.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/29203_NEP_SupportforPackingList_C1_I8.png
Figure 1.6 Order Fill window with Print Custom Packing List

  1. Packing List print is generated in PDF format, as shown in Figure 1.7.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/29203_NEP_SupportforPackingList_C1_I9.png
Figure 1.7 Custom Packing List Print