View and manage a packing list
Every delivery challan and goods-moving invoice you have packed has one packing list. Open Sales › Packing Lists to find it, read its packing slip, change the packing or delete it.
Video coming soon: Tour of the Packing Lists screenThe list
Each row is one packing list, the most recently updated first. By default you see these columns.
Columns
| Column | What it shows |
|---|---|
| Packing List | The packing list number. Click the heading to sort. |
| Packs | The delivery challan or invoice it packs. |
| Customer | The customer's name, from the customer record. If the name cannot be read, the customer's ID shows instead. |
| Packages | How many top-level packages there are. Packages inside packages are not counted. |
| Gross Weight | The total gross weight with its unit. |
| Status | Draft, Packed, Dispatched or Cancelled. Click the heading to sort. |
Use the column chooser to add Sales Order and Updated At. You can sort by Packing List, Status and Updated At. A dash means the value is not known.
To narrow the list, use Search (a number, a challan or invoice number, or a customer's name or ID) and the Status filter, which starts as Every status. Each filter shows as a chip above the list. Click the cross on a chip, or clear all, to remove it. With nothing packed yet the screen says No packing lists yet. If the search or filter matches nothing, it says No packing lists match these filters.
Packing lists are made from the delivery challan or invoice with Pack, never from this screen. See Add a packing list.
Actions
View the packing slip
Click a row, or View in its action icons, to open the packing slip beside the list. The list narrows to cards on the left (customer name, number, challan or invoice, date and status). The address changes to include the list's id, so you can share or reload it.
The slip shows who it ships to, the customer reference, the challan or invoice and sales order numbers, carrier, air waybill number, the number of packages and the net and gross weight. A table lists each package with its number, type, contents, net, tare and gross weight, size and customer code. A weight Bizconnekt cannot state shows a dash, never 0. If the slip cannot be built, a message shows in its place.
Above the slip, click Print Preview (the printer icon) to print it or save it as a PDF, Open packing to change the packing, or Delete to delete the list (see below). The arrows maximise the slip, and the cross closes it.
Open packing
Click Open packing in the row icons, or in the slip header, to open the Packing panel on that list. Use it to add packages, seal, unpack, print labels, confirm or mark dispatched. It works as described in Add a packing list. To scan items in, open the panel with Pack on the challan or invoice, which knows the items.
With View access only you can look at the packing but not change it: You can view this packing list. Packing needs Edit on packing lists.
Delete
Click Delete in the row icons, or in the header of the open packing slip. A box asks Delete PL-0001? Its packages are taken apart; the DC-0007 itself is not changed. Click Yes, Delete to go ahead or No to leave it. The challan or invoice stays as it was, and packing it again makes a new packing list.
Delete is shown only to roles with Add/Edit on Packing List, and not on a Dispatched list. It is also not shown once the challan or invoice has been dispatched, in the row icons or in the slip header. A Cancelled list can be deleted.
How it links to other documents
A packing list is attached to the one challan or invoice it packs, and carries that document's customer (shown by name) and sales order. They show in the Packs, Customer and Sales Order columns, on the slip and in the panel heading. Packing does not change the document's quantities, amounts or status.
If you later edit the challan or invoice so that it no longer matches what was packed, Bizconnekt stops you saving and names what no longer fits. Cancelling, voiding or deleting the document cancels its packing list, unless the list was already dispatched. When the challan or invoice is dispatched, the packing list is locked too, even if its status still reads Draft or Packed. The packing buttons and Delete are then no longer offered, and the Packing panel says Packing is locked: the shipment was dispatched.
Import, export, email and mobile
Packing lists are built from a challan or invoice, so there is no import. The list has no spreadsheet export and no email option: print the slip or save it as a PDF from Print Preview. Packing lists are not on the mobile app yet.
Status
| Status | Means |
|---|---|
| Draft | Packing is under way. You can add, move and unpack. |
| Packed | You confirmed the packing. Any change takes it back to Draft, and you confirm again so the package numbers and labels are right. |
| Dispatched | You clicked Mark dispatched. Packing is locked: the shipment was dispatched. It cannot be changed or deleted. |
| Cancelled | The challan or invoice was cancelled, voided or deleted before dispatch. This packing list was cancelled with its document. |
Problems and fixes
Packing Lists is missing from the Sales menu
Packages and labels is not switched on for your business unit, or your role has no access to Packing List. Ask your administrator, or contact support at support@bizconnekt.com.
I cannot find a packing list
Clear the search and the Status filter. Search matches the packing list number, the challan or invoice number and the customer's name or ID. A challan with nothing packed has no packing list.
Delete is missing
You need Add/Edit on Packing List, and the list must not be Dispatched. Once the challan or invoice has been dispatched, Delete is no longer offered, in the row or in the open slip.
The slip shows a message instead of the packing
Bizconnekt could not build the slip for the list as it stands. Open the packing, fix what the message names and open the slip again.
Open packing does not let me change anything
The list is Dispatched or Cancelled, or you have View access only. A list on a dispatched challan or invoice is locked too: the panel shows Packing is locked: the shipment was dispatched. and offers no packing buttons.