Add a packing list
You never add a packing list from the Packing Lists screen. You open the delivery challan or invoice that sends the goods and click Pack. The customer and sales order are filled in for you, and the packing list is made the moment the first goods are packed.
Quick add
- Open the delivery challan from Sales › Delivery Challan and click Pack. The Packing panel slides in. For an invoice that moves the goods itself, click Pack on the invoice.
- If the panel offers Pack as proposed, click it and go to step 5.
- Pick a Package type, for example a box or a pallet.
- Scan or type an item code or lot number into Scan and press Enter. Change Qty first if it is not 1. Do the same for each item.
- Check the On this document table: Left should be 0 for every item.
- Click Confirm packing.
Done. The packing list shows Packed on the Packing Lists screen, and the packages are ready to print on labels.
Full guide
Every part of the panel, top to bottom. Open Fields in a section for the detail.
Start from the document
The Pack button sits in the header of a delivery challan and of an invoice, beside the share button. It is not shown when Packages and labels is off for your business unit, when your role has no access to Packing List, when the document is cancelled or void, or on an invoice that only bills goods a challan already sent. Pack those goods on the challan.
The panel title reads Packing. Once the list exists, its number and status sit beside the title, and the line under it names the challan or invoice, the customer (by name) and the sales order. With View access only you can look at the packing but not change it: the panel says You can view this packing list. Packing needs Edit on packing lists.
Under On this document, each item shows the Qty on the document, how much is Packed and how much is Left. Left turns red if more is packed than the document carries. You are done when nothing is left.
Scan, quantity and package type
Everything you pack goes through one row of controls at the top of the panel. Scan with a scanner or type, then press Enter. Scans queue up, so a fast scanner is never dropped.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Scan | Yes, to pack | An item code or a lot number from this document, a production box label (it starts with BOX1), or the label, number, SSCC or customer code of a package already on this list. See the table below. |
| Qty | Yes, for an item or lot | How many to pack, in the item's stock unit. It starts at 1. It must be a number above 0, with no more decimal places than the unit allows. It cannot be more than the document carries: Only 10 PCS of Bolt are on DC-0007; 12 PCS would be packed. |
| Package type | Yes, when no open package is chosen | The kind of package to start, from your package types. With a package already chosen, scans go into it and this can stay empty. |
What a scan means, in this order:
| You scan | Bizconnekt |
|---|---|
| A production box label (BOX1...) | Packs that whole box. It goes into the chosen package, or into a new package of the chosen type. |
| An item code of this document | Packs Qty of the item. |
| A lot number of this document | Packs Qty of that lot. |
| Anything else | Looks for a package: its label, package number, SSCC or the customer's own code. If a package is chosen, the scanned package moves inside it. If none is chosen, the scanned package becomes the chosen one. |
If nothing answers, the panel says Nothing answers to X: it is not an item or lot on this document, a box label or a package. A package that is on another packing list is refused: PKG-0003 is packed on PL-0002, not on this packing list.
With no package chosen and no package type picked, the panel says Choose an open package, or a package type to start one, then scan. With a type picked, one scan opens a new package of that type and fills it.
Pack as proposed
If your items already say how they are packed (for example 12 to a box and 10 boxes to a pallet), the panel offers to do it for you: The items' packing levels make N packages of what is not packed yet. Click Pack as proposed. It is offered on a document with nothing packed yet and on a Draft list, for what is not packed yet. See packing units and levels.
If a packing unit on an item has no package type, the panel stops: PCS has no package type on the item: choose one under Package type, then pack as proposed. Pick a Package type and click again. One click makes at most 500 packages. For more, pack part of it by scanning.
Packages: add, nest and work on them
Start another package with New package. It needs a Package type: Choose a package type first. To put a package inside another, click Pack into this on the outer package. The button then reads New package inside with that package's number. You can also drag a package onto an open package, or onto the strip Drop a package here to take it out to the top level. Packages nest at most 8 levels deep.
Under Scans go into the panel names the package that scans land in. It is the package you chose with Pack into this, or the package a new scan just opened. Only an open package can be chosen.
Each package shows its number, package type and unit, (part) when the proposal made it from less than a full unit, its status (Open, Sealed or Shipped), "3 of 12" on a top-level package and its gross weight once known.
Buttons on each package
| Button | What it does |
|---|---|
| Pack into this | Makes this open package the one new scans go into. |
| Seal | Closes this open package and everything inside it. An empty package cannot be sealed: put goods in it, or unpack it. A top-level package also takes the next customer code of the sales order, if the order hands them out. |
| Unpack | Takes the package apart. Its inner packages and goods move into its parent. On a top-level package, the inner packages become top level and its own goods count as not packed again. A package inside a sealed package cannot be unpacked until the outer one is. |
| Label | Prints the label for this package. |
| Take out (the cross beside a line) | Removes that item line from an open package. |
| Customer code with Set and Remove | On a top-level package only. See below. |
A sealed package cannot be changed: PKG-0001 is sealed: unpack it before changing what is in it.
Weight
Weigh a package when you seal it. A weighed gross is shown as weighed on the slip. Without one, Bizconnekt works the weight out where it can.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Weighed gross | No | The weight of the package on the scale. It appears once a package is chosen, and it is used when you click Seal on that same package. It must be a number above 0, otherwise: The weight must be a number greater than zero. |
| Weight unit | Yes, with a weighed gross | The unit of the weight, from your weight units. Without it: A weight needs its unit: choose a weight unit. |
A weighed gross belongs to the package it was typed for. If you click Seal on a different package, that package is sealed without a weight, the box is cleared and a note reads Weight not saved: it was typed for a different package. Choose the package first, then type its weight and seal it. To weigh a package, choose it first, type its weight, then click Seal on that same package.
If a package ends up heavier than its package type allows, a warning shows. Sealing still goes through. The weights print on the packing slip.
Customer codes
If the sales order has customer box codes loaded, each top-level package takes the next code when it is sealed or the packing is confirmed. The panel counts them: 3 packages need customer codes and 40 customer codes left. When the codes run low, a warning shows. When they run out, sealing is refused until you upload more or put the customer's own label on the package.
To use the code from a label the customer sent, type it under Customer code on the package and click Set. A code another package of the same customer already holds is refused. Remove clears it. The code prints on the package label and the slip.
Confirm, print and dispatch
The buttons along the bottom of the panel.
| Button | When it is offered | What it does |
|---|---|---|
| Packing slip | Once something is packed | Opens a preview of the packing slip to print or save as a PDF. |
| Print labels | Once something is packed | Prints the labels for every package on the list. |
| Confirm packing | On a Draft list with at least one package | Seals every open package, fixes the "n of N" numbers and moves the list to Packed. Every package must hold goods. |
| Mark dispatched | On a Packed list | Moves the list to Dispatched and locks it. |
Confirm also checks that nothing packed is more than the document carries. If lots were packed for a line that names none, and the challan or invoice is still a draft, those lots are written onto its lines. On any other unposted document it is refused: return it to draft, or post it, first.
If confirming changes the numbering of packages, the panel says Numbering changed for PKG-0001, PKG-0002: reprint their labels. Click Reprint changed labels.
Permissions
The role permission is Packing List. View lets you see packing lists and their slips and open the panel to look. Add/Edit lets you pack, seal, unpack, confirm, mark dispatched and delete. Packing also needs View on the delivery challan or invoice, on items, and on package types. A user who can only see their own records works only on packing lists they created, or on challans and invoices they created.
Scenarios
Problems and fixes
I cannot find the Pack button
It is missing when Packages and labels is off for your business unit, when you have no Packing List access, on a cancelled or void document, and on an invoice that only bills goods a challan already sent. Pack those goods on the challan.
"Packages and labels is switched off"
Packing is not switched on for this business unit. Ask your administrator, or contact support at support@bizconnekt.com.
"This document has not been packed yet."
You opened the panel with View access only, and nothing is packed. Packing needs Add/Edit on Packing List.
"Choose an open package, or a package type to start one, then scan."
No package is chosen. Pick a Package type, or click Pack into this on an open package, then scan again.
"Only 10 PCS of Bolt are on DC-0007; 12 PCS would be packed."
You packed more than the document carries. Lower the Qty, or Take out the extra. If the document should carry more, change the challan or invoice first.
"PKG-0001 is empty: put goods in it, or unpack it."
A package with nothing inside cannot be sealed or confirmed. Scan goods into it, or click Unpack.
"PL-0001 is locked: its shipment was dispatched."
The list was marked dispatched. When the challan or invoice itself has been dispatched, the message reads PL-0001 is locked: DC-0007 was dispatched. Either way, packing is locked and cannot be changed or deleted.
I cannot save the challan or invoice after packing it
If an edit leaves packed goods uncovered, the save is refused and names what no longer fits. Unpack that item first, or keep the quantity. An invoice that has been packed cannot be turned into a billing-only one until it is unpacked.
Where did the packing list go after I deleted the challan?
It is kept with the status Cancelled and its packages are taken apart. A list that was already dispatched is kept as it was.