Add a packing slip from a sales order

In Profit Order management, you can easily convert sales orders to packing slips which you still can then modify or supplement.

There are several ways to add packing slips:

  • from the sales order view
  • from the sales order properties window
  • by using the Generate package docket action button
  • from the cost estimate in Profit Projecten (if that module is part of your licence)
  • using the Packing slip menu option.

If you want to add a packing slip based on an order, you add a packing slip from the order or you copy an order from the packing slip.

Conditions for successfully copying lines from the order to the packing slip:

  1. There must be enough stock for the line (or for the order as a whole).

    This is not the case in the following situations:

    1. If only part of the line is in stock and the Delivery conditions field for the debtor specifies that a sales order has to be delivered as a whole then you cannot copy any of the lines to the packing slip. You can get around this setting for the debtor by including the Delivery conditions field in the header.
    2. If the order contains an assembled item that you first have to assemble and there is also insufficient stock available to do that then the previous point applies.
    3. The warehouse in the sales order and the warehouse in which the stock must be located must match, otherwise a stock shortage is determined. Change the warehouse in the header/line of the order. See: order for multiple warehouses
    4. Stock is present, but this sales order has been allocated automatically (by using an order proposal for the article, optionAlways (entire order line processed via purchase order)) to a purchase order that has not yet been received. You can use order planning to allocate a different purchase order.
  2. The order cannot be a pending order (either partly or wholly). As a rule, a packing slip is never created automatically from a pending order.

To add a packing slip from a sales order view:

  1. Go to: Order Management / Sales process / Sales order.
  2. Select the order from which you want to make a packing slip.
  3. Click on the action: Create packing slip.

    You are now asked if you want to create a packing slip from the selected sales order.

  4. Click on: Yes

    The packing slip is added based on the order.

  5. Select the entry layout.

    You now see the packing slip.

  6. Click on: Finish.

From sales order to packing slip using the sales order properties window:

  1. Go to: Order Management / Sales process / Sales order.
  2. Open the order properties that you want to convert to a packing slip.
  3. Select the entry layout..
  4. Click on: OK.
  5. At the bottom of the window, click on the Create packing slip action.

    You are now asked if you want to create a packing slip from the selected order.

  6. Click on: Yes.
  7. Complete the packing slip.

Directly to

  1. Sales order
  2. Configuration
  3. Add a sales order
  4. Blanket orders
  5. Sales order with advance payment
  6. Sales order with down payment
  7. View a sales order
  8. Change a sales order
  9. Issue sales orders
  10. Allocated purchase order
  11. Add a packing slip from a sales order
  12. Complete the sales order