This article will show you how to create a packing list against the open purchase orders.
Step 1: In the Tasks section, click Enter Packing List. Or, go to Purchasing tab and click Enter Packing List.
Step 2: Choose to Create a New Packing List, or select from Packing Lists in Progress which are packing lists that have been created, but yet routed.
Step 3: Select a vendor from the Vendor drop-down menu and choose the Date.
Step 4: Click Create.
Step 5: This is the Enter Packing List screen. There's a list with some helpful instructions to stay on track. First, start by entering optional Comments and attaching any files to the packing list.
Step 6: You can the user search criteria to narrow down the open purchase order items.
Step 7: Once you've found a product you like to add to your packing list, click the plus icon to the right of the item.
Please Note: Click the Close All checkbox if you have received all items from the corresponding Purchase Order. Leave it unchecked until all items in the Purchase Order have been received.
Step 8: When you have added all of the necessary items, you have four options to continue.
- Delete: Deletes the entire packing lists permanently.
- Save: Saves the packing list to come back to later.
- Update: Updates any changes you have made to the items in the packing list since they have been entered.
- Route: Moves the packing list forward in the approval process.
Then, click Route.
Step 9: You will receive confirmation that your packing list has been completed.
