Packages:: User Guide | Zoho Inventory

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class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Documents</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/documents/documents.html">Documents - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Warehouses</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/warehouses/warehouses-overview.html">Overview</a> </li> <li > <a href="/inventory/help/warehouses/warehouse-operations.html">Warehouse Operations</a> </li> <li > <a href="/inventory/help/warehouses/transfer-orders.html">Transfer Orders</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customers & Vendors</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/contacts/contacts-overview.html">Overview</a> </li> <li > <a href="/inventory/help/contacts/contact-details-page.html">Details Page</a> </li> <li > <a href="/inventory/help/contacts/manage-contacts.html">Manage Customers & Vendors</a> </li> <li > <a href="/inventory/help/contacts/customer-credit-limit.html">Customer Credit Limit</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Items, Groups and Composites</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/items/items-overview.html">Items</a> </li> <li > <a href="/inventory/help/items/item-groups.html">Item Groups</a> </li> <li > <a href="/inventory/help/items/composite-items.html">Composite Items</a> </li> <li > <a href="/inventory/help/items/item-managing.html">More Actions on Items</a> </li> <li > <a href="/inventory/help/items/item-details.html">Item Details Page</a> </li> <li > <a href="/inventory/help/items/saleschannel-items.html">Sales Channel Items</a> </li> <li > <a href="/inventory/help/items/stock-counts.html">Stock Counts</a> </li> <li > <a href="/inventory/help/items/item-categories.html">Item Categories</a> </li> <li > <a href="/inventory/help/items/price-list.html">Price Lists</a> </li> <li > <a href="/inventory/help/items/inventory-adjustments.html">Inventory Adjustments</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Bin Locations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/bin-locations/index.html">Bin Locations</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Advanced Inventory Tracking</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/advanced-inventory-tracking/batch-tracking.html">Batch Tracking</a> </li> <li > <a href="/inventory/help/advanced-inventory-tracking/serial-number-tracking.html">Serial Number Tracking</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Retainer Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/retainer-invoices/index.html">Overview</a> </li> <li > <a href="/inventory/help/retainer-invoices/manage-retainer-invoices.html">Manage Retainer Invoices</a> </li> </ul> </li> <li class="nested-menu open"> <b class="sub-menu-arrow pull-right line-arrow down "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Orders</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-orders/sales-orders-overview.html">Sales Orders Overview</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-creation.html">Creating Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-managing.html">Managing Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/other-actions.html">More Actions</a> </li> <li class="active" > <a href="/inventory/help/sales-orders/packages.html">Packages</a> </li> <li > <a href="/inventory/help/sales-orders/package-geometry.html">Package Geometry</a> </li> <li > <a href="/inventory/help/sales-orders/shipments.html">Shipments</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-cycle.html">Sales Order Cycle</a> </li> <li > <a href="/inventory/help/sales-orders/sales-persons.html">Salespersons</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/invoice/index.html">Invoices Overview</a> </li> <li > <a href="/inventory/help/invoice/record-payment.html">Recording Payments</a> </li> <li > <a href="/inventory/help/invoice/more-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Picklists</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/picklist/index.html">Picklist - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Received</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-received/payments-received.html">Payments Received</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Returns</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-returns/sales-returns-overview.html">Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Purchase Transactions</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/purchase-orders/purchase-orders-overview.html">Purchase Transactions - Overview</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-order-creation.html">Managing Purchase Orders</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-import-export.html">Importing & Exporting purchases</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-receive.html">Purchase Receives</a> </li> <li > <a href="/inventory/help/purchase-orders/bills.html">Bills</a> </li> <li > <a href="/inventory/help/purchase-orders/other-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right 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nav-stacked" > <li > <a href="/inventory/help/migration/migration-general.html">General Migration</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">What's New</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/whats-new/index.html">What's New</a> </li> </ul> </li> </ul> </div> <div class="help-content" id="content"> <form class="print-form"> <input type="button" class="print-icon" name="print" value="" title="Print this page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <h1 id="packages">Packages</h1> <p>The Packages module allows you to create and assign package slip numbers to the items in your sales orders and keep track of your consignments when they are shipped.</p> <div class="side-grid"><h2 id="in-this-page">IN THIS PAGE…</h2> <ul> <li><a href="#package-workflow-diagram">Packages Workflow</a></li> <li><a href="#creating-packages">Create a Package</a></li> <li><a href="#package-status">Package Statuses</a></li> <li><a href="#package-management">Manage Packages</a></li> <li><a href="#package-import">Import Packages</a></li> <li><a href="#package-export">Export Packages</a></li> </ul> </div> <hr> <h3 id="package-workflow-diagram">Packages Workflow</h3> <p><img src="/inventory/help/images/flow/zom-package-flow.png" alt="Package workflow"></p> <hr> <h3 id="creating-packages">Creating packages</h3> <p>There are two ways in which you can create a package in Zoho Inventory.</p> <h5 id="quick-create-a-package">Quick-create a package</h5> <ul> <li>Click the <strong>(+)</strong> button next to the <strong>Packages</strong> module on the side bar.</li> </ul> <img alt="info" src="/inventory/help/images/sales-orders/package-increase.png" width="800" /> <ul> <li>Select a customer name from the drop-down.</li> <li>Choose a sales order for which you want to create a package. Upon doing so, the all items in the sales order will be automatically populated in the new package.</li> </ul> <blockquote> <p><strong>Note:</strong> Only confirmed sales orders will be shown in the drop-down. If the sales order is in draft, please convert it to confirmed and then try associating it to a package.</p> </blockquote> <ul> <li> <p>If you choose to select or scan items from the sales order, the quantity to pack will increase accordingly.</p> </li> <li> <p>Enter the package number and select the date. (<strong>Tip:</strong> By default the package number is auto-generated. To enter your own package number, click the gear icon next to this field and select <strong>I will add them manually each time</strong>.)</p> </li> <li> <p>Record any internal notes for your reference.</p> </li> <li> <p>Click <strong>Save</strong> to successfully create a package.</p> </li> </ul> <h5 id="create-a-package-from-a-sales-order">Create a package from a sales order</h5> <ul> <li>Click the <strong>Sales Orders</strong> tab.</li> <li>Click open the sales order which has items to be packed.</li> <li>Click on the <strong>New Package</strong> option in the SO or click <strong>Create</strong> and select <strong>Package</strong> from the dropdown menu.</li> </ul> <p><img src="/inventory/help/images/sales-orders/package-create-button.png" alt="Image showing the package creation options"></p> <ul> <li>A new window to create a package will appear.</li> </ul> <p><img src="/inventory/help/images/sales-orders/package-new-page.png" alt="New package creation page"></p> <ul> <li>Enter the package slip number.</li> <li>Enter the date of packaging the products.</li> <li>Configure the items the quantity to pack.</li> <li>If you have enabled advanced inventory tracking in packages, you can select the serial/batch numbers for the items here. <ul> <li>Click the <strong>Select serial numbers</strong> or <strong>Select batch numbers</strong> option below the quantity.</li> <li>Select the serial or batch numbers of the items to pack and click <strong>Save</strong>.</li> </ul> </li> </ul> <img alt="Serial/batch tracking" src="/inventory/help/images/sales-orders/pkg-advanced-inventory-tracking.png" width="600" /> <div class="tips-insight"><div class="tips-insight-img"></div> <p><b>Insight:</b> To enable tracking in packages, purchase receives and sales return receipts, go to <em>Settings</em> > <em>Preferences</em> > <em>Items</em>. Under <em>Advanced Inventory Tracking</em>, choose <strong>Track in packages, purchase receives and return receipts</strong> option.</p> </div> <ul> <li>Record any internal notes for your reference.</li> <li>Click <strong>Save</strong> to successfully create a package.</li> </ul> <blockquote> <p><strong>Note:</strong> You can create multiple packages for a single sales order.</p> </blockquote> <h3 id="package-status">Status of packages</h3> <p>A package goes through 3 phases - packaging of items(creation), shipment and delivery. Hence we have 3 statuses for a package. They are:</p> <ul> <li><strong>Not Shipped -</strong> This is a package that has been created and is awaiting shipment.</li> <li><strong>Shipped -</strong> The package advances to the shipped status as soon as a shipment order is created for it.</li> <li><strong>Delivered -</strong> When the package reaches the customer, it becomes delivered. You can also mark a package as delivered for a manual shipment.</li> </ul> <h3 id="package-management">Managing your packages</h3> <ul> <li>Navigate to the <strong>Packages</strong> module from the left hand side bar.</li> <li>Open the preferred package by selecting it.</li> <li>On the top band of the package slip, you will find some tools that will help you manage this package.</li> </ul> <p>Using these tools you can,</p> <ul> <li>edit a package.</li> <li>printing a package.</li> <li>save a <strong>PDF</strong> copy of your package slip.</li> <li>ship the package manually or via a carrier.</li> <li>delete the package.</li> </ul> <p>They have been covered in detail in the shipments page.</p> <h3 id="package-import">Importing your packages</h3> <blockquote> <p><strong>Prerequisite:</strong> Before importing, ensure that the sales order and items associated with the package already exists.</p> </blockquote> <p>To import packages into your Zoho Inventory account:</p> <ul> <li>Navigate to the <strong>Packages</strong> tab and select the List View.</li> <li>Click on the Menu icon.</li> <li>Select <strong>Import Packages</strong> option from the drop down.</li> </ul> <p><img src="/inventory/help/images/sales-orders/package-import-1.png" alt="Importing option of packages"></p> <ul> <li>You will be directed to a page where you can upload the file to be imported.</li> </ul> <blockquote> <p><strong>Note:</strong> From here you can download a sample file to check the proper format for upload and ensure your package file matches that format, or directly proceed to upload that file.</p> </blockquote> <p><img src="/inventory/help/images/sales-orders/package-import-2.png" alt="Import packages page"></p> <p>Learn in detail the steps to <a href="/inventory/help/import-export/import.html" target="_blank">import</a> a file in Zoho Inventory.</p> <h3 id="package-export">Exporting your packages</h3> <ul> <li>Navigate to the <strong>Packages</strong> module from the left hand side bar.</li> <li>Click on the hamburger menu (three horizontal lines).</li> <li>Select <strong>Export Packages</strong>. Your packages will now be exported to your preferred format.</li> </ul> <p><img src="/inventory/help/images/sales-orders/package-shipment-export.png" alt="Exporting packages and shipments"></p> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for&quest;</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. 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Packages:: User Guide | Zoho Inventory