This article will guide you through the steps of our quick and easy packing process. After scanning tote or location, or selecting from orders available to pack, all it takes is a few more steps to add products and get shipping labels. This article will also detail how to see print actions, edit shipment addresses, report issues, and pack without labels.
Getting Started
Begin from the Packing screen.
From the leftmost section, select the relevant Warehouse.
If there is only one warehouse set up for the account, this field will be automatically selected.
Scan or search and select your packing station location.
Note: The location Area Type must be set to Packing in order to see a location in the Packing Station dropdown.
Once Warehouse and Packing Station are selected, there are three packing options to choose from. Click to jump to sections explaining these processes:
Scan a Tote
Scan a Tote can be used if the order/job was picked to a tote/LPN.
Click on the Scan a Tote button
Scan or enter a tote barcode
Once the tote is scanned:
If there is only one order in the scanned tote, the products in the order will be listed.
If there's more than one order in the scanned tote, scan one product so that the system can pull the appropriate order.
Scan a Location
Scan a Location can be used if the order/job was picked to a location (such as cart, packing area, etc.)
Click on the Scan a Location button.
Scan or enter a location barcode.
Once the location is scanned:
If there is only one order in the scanned location, the products in the order will be listed
If there's more than one order in the scanned location, scan one product so that the system can pull the appropriate order
List and Select
List and Select can be used to select a specific order that is ready to be packed.
Click on the List & Select button
A pop-up will list orders with the ReadytoPack status. Select one of these orders to start packing.
You can also filter the orders based on Client, Job Code, Expected Shipment Date, Note, or Shipment Order Code.
Add Products
Once the order is found, products that belong to the order are listed on the left side of the packing screen. The Job Code, SKU total quantity, and Product total quantity are shown as well.
Scan the products to be packed one by one. Once scanned, products move to the righthand side of the screen. This indicates they are in the shipment package.
If Enable Pack All is enabled, you can click the Pack All button to pack all products at once without scanning
If Enable Enter Quantity is enabled, you can enter quantities for SKUs in the order by clicking on the line-based Pack button.
Packages and Shipping Services
Once all products are scanned, the shipment package type must be selected or scanned.
If there is a requested shipment package on the order, the shipment package will be automatically selected
If Disable Package Change is enabled, you cannot edit the shipment package type for the order on the Packing Station screen
The weight of the order can be automatically calculated based on the weight information entered in the product's master data. If not, manually enter the weight.
If more than one shipment package will be shipped for the order, you can click on Close Pack once the package is physically full. You can then move on to the next shipment package.
Select Carrier and Shipping Service from the dropdowns.
If there is a requested shipping service and carrier on the order, they will be automatically selected.
If Disable Shipping Option Change is enabled, you will not be able to edit the shipping option from this screen.
If one of the carrier rate shopping options is selected for the order, you can click the Get Rate button and compare the available rates based on the rate shopping setup.
If Disable Carrier Rate is enabled, this function will not be available.
If there is a label uploaded to the order via API or as an attachment, you will not be able to select a carrier/shipping service. Instead, there will be a Label Uploaded flag on the order. The user can download this label as well. Otherwise, This field will show a No Label Uploaded flag.
Once all products are packed, shipment package is selected, weight is entered and carrier/shipping service are selected, the Complete & Print button will become active. Either click on the button or scan fire_complete_by_barcode to complete packing and get your shipping label.
Print Actions
Attached documents and other available documents (either those created in the Printouts screen or default printouts) will be listed with their appropriate document types.
Edit Shipment Address
If there is missing or incorrect information in the shipping address, this can be edited from the Packing Station screen.
Report Issue
For orders that have some sort of issue (a damaged product, for example), the Report Issue option can be used.
While packing, from the bottom right side of the screen, click on Other Actions to find the Report Issue button.
On the pop-up that is displayed, add an issue reason and issue note, then select a location to transfer the location to.
Once this operation is done, the system generates an issue label that shows the Job Code, Order Number, and Issue Reason. The shipment order’s status then becomes Open and Issue Reason and Note are overwritten in the Order Note field.
Pack Without Label
Once the products are scanned correctly, shipment package is selected, and weight is entered, you can only complete the packing tasks for the order without getting a shipping label by clicking the Pack Without Label button in the Other Actions dropdown.
Note: If Disable Packing Without Label is enabled, this function will not be available for the user.
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