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Packing slip

You use a packing slip to deliver products or activities (items) to a sales contact. By adding a packing slip, you write off the sold units from the stock. Once the packing slip has been reported as ready, you can invoice the packing slip.

Description

You add a packing slip so that you can deliver items to a sales contact.

You can automatically generate packing slips for sales orders for which stock is available. This is the most efficient method; Profit checks what you can send.

You can also add a packing slip manually. There are various methods for this, including copying lines from various orders or adding lines yourself.

By adding a packing slip, you write off the sold units from the stock. Thus, with the addition of a packing slip, a stock entry and a financial entry take place.

Once the packing slip has been reported ready, you can use it to create an invoice.

Note:

If you add a packing slip with a date in the past, the stock entries for the articles always have today’s date. (Stock entries are always based on the system date = current date.)

Preparation

  • Configuration

    When configuring the order process, you determine the auto numbering, add entry layouts and reports and specify values for the general settings and the entry layouts. You then specify the way in which the stock has to be checked and how you deal with any backorders.

Procedure

  • Generate packing slips automatically

    You can automatically generate packing slips. Depending on the selection you have set, Profit automatically generates packing slips for the eligible orders.

  • Add a packing slip manually

    You add a packing slip in order to deliver items to a sales contact. With the addition of a packing slip, you write off the stock of the items in the packing slip lines. The quickest way to add a packing slip is to generate it automatically, but you can also add them manually.

  • View a packing slip

    You can view the added packing slips using various functions.

  • Print a pick list

    In Profit, two default reports are available for printing a pick list:

  • Print the labels for a packing slip line

    You can print as many labels as specified in the line of a packing slip.

  • Report a packing slip as ready

    When a packing slip has been delivered, you report it as ready. Once a packing slip has been reported ready, the packing slip is completed and you can convert it to an invoice.

  • Issue a packing slip

    You supply your sales contacts with a packing slip. Various methods are available for this. You can issue packing slips using the Output, E-mail and Print actions. In the topic Issue report you can find more information about the available options.

  • Release a packing slip

    A packing slip can be blocked for various reasons. In the entry layout, you can set various checks that can result in a block. You can release a blocked packing slip.

  • Add an invoice from a packing slip

    You can add an invoice based on a packing slip. This can be done from the packing slip or from the new invoice.

  • Import a packing slip

    You can import packing slips. You can only import new packing slips with the associated packing slip lines. It is thus not possible to change existing packing slips and packing slip lines or to subsequently add further lines to existing packing slips.

  • Prepare packing slips for central invoicing (Bakeries)

    You can centrally invoice packing slips that have been recorded decentrally.

  • SSCC labels

    You can use labels with barcodes to track and trace goods and mark load bearers (pallets. cooling containers, etc.) with these labels. Profit provides a so-called SSCC code for the labels. The SSCC code is printed as an EAN-128 barcode.

  • Redetermine prices for current packing slips

    You can recalculate the prices in existing packing slips. This may be necessary, for example, if the master data in your environment has changed. Optionally, you can specify that the recalculated packing slips should immediately be reported as ready.

  • Complete a packing slip, no invoice

    In specific cases, you can deliver goods without invoicing them.

  • Digital prenotification of a packing slip (TransSmart)

    On your behalf, TransSmart can give notice of shipments of your goods to more than 180 transporters, such as UPS, DHL, TNT, etc. Using data from Profit, TransSmart can automatically determine the correct/optimal transporter based on the contracts in which data such as prices and the conditions for packages (dimensions, weight) have been recorded.

  • Packing slip via barcode scanner

    You can complete packing slips with the barcode scanner.

  • Collectively delete packing slips

    You can delete old packing slips collectively.

Also see

Process

Packing slip

Work area

sales