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.
You can also perform this action using the command line.
Note:
If your licence includes Profit Projecten and you use the 'report packing slip ready' function in Profit Order management to complete the packing slip via the actual costing in Projects or via an Order management invoice, click here for a more detailed explanation.
To report a packing slip as ready:
- Go to: Order Management / Sales process / Packing slip.
- Select the packing slip(s) you want to report as ready. You can select multiple packing slips using multiselect.
You can only report ready those packing slips that have not been rejected.
- Click on the action: Report ready.
- Click on: OK.
The packing slip has been reported ready and you can now invoice it. If you have set Packing slip, invoice after delivery or Packing slip and invoice as the order process, a sales invoice is now created automatically.
If you cannot report a packing slip ready and you receive notification of this, the sales contact could be blocked for delivery. In that case, unblock the sales contact.
Note:
If you have enabled the Shipments through TransSmart activation and selected Hand over to transporter in the Status shipment field, the packing slip is moved to Transsmart after it has been reported ready. After this, the shipment status is changed to Handed over to transporter.