Add / Edit Packing List

You can Add or Edit a Packing List from a few different pages in the Sell menu:

Packing List by Contract
Packing List by Held Shipments
From a New, Held, or Closed Shipment

This is the Add/Edit Packing List screen.

In the above screen, the Packing List is on a different tab from all other Shipment Details. To view the Packing List select the Packing List tab at the top of the screen, as shown in the example below.

You can click on the button to view the Pack List in more detail in Expanded View, as shown in the example below.

When you create a new shipment and click on the Packing List tab you will be prompted to select how to create the pack list. You can either create a new pack list or you can load a previously created pack list.

Button

Description

Add the selected material to the packing list. This icon appears next to the material pack on the right side of the screen in the Available Packs section. Clicking it will add the pack to the Packs Loaded list on the left side of the screen. .

Add all packs to the packing list.

Material details shows Pack Details by Material. You can order your Material Details by Material, number of Packs Loaded, Gross weight, Tare weight, and Net weight. You can change the order criteria by clicking on the column header in the Materials details page (for example, clicking on Gross would order the list based on Gross weight).

You can view more information about the materials being shipped by clicking the icon to the right of each material

The Packing List can be viewed in more detail by clicking the Packing List tab at the top of the Edit Pack List screen. When clicked, it will display Packs Loaded and Available Packs, as well as allow you to add new packs, search by tag number, view tag numbers, material descriptions, pack type, quantity and net weight. You can order your Pack List based on tag number, description, quantity, pack type or net weight by clicking on the column header in the Packs Loaded or Available Packs section of the screen.

This is the Packing List in Collapsed View. Click on the image to enlarge.

Create a new pack list.

Remove the selected pack list. This button appears to the left of the pack list tag number.

Remove all packs.

Reprint the pack, or pack label. Any time you create a new pack or close the shipment documents will be automatically sent to the printer.

This button appears in two separate places in the Add/Edit Pack List screen.

At the bottom right of the main screen clicking this button will show you all images associated with this shipment.

If you click on the edit pack list button next to a specific pack, a second screen will appear. On this screen you can click the View Pix button to view all images associated with that specific pack.

Toggling this button will show or hide the edit button next to each pack. When the toggle is set to hidden the screen will not display the edit icon next to each pack. When it is set to View, the edit icon will appear next to each pack, as shown in the images below. The button name changes based on whether or not you have the toggle set to hidden but the function of the button remains the same.

Pack List with edit button hidden. Click image to enlarge.

Packing List with Edit Pack List shown. Click image to enlarge.

Edit the pack. This button will only be available if Show Pack List is toggled on. Clicking it will bring up a Quick Edit screen for the pack. An example of the Quick Edit screen is shown below.

Note: This icon also appears in the top right corner of the Add Shipment Screen. Clicking that Edit icon will allow you to create new labels for a pack, or select a different pack list.

Scale Weight. Allows you to enter the Gross weight and Tare weight of a shipment from the Shipment Details tab.

Select the shipment type from the Shipment Details tab.

Change to button. Allows you to change the information assigned to the Carrier, Ship to, or Ship From sections of the Shipment Details tab. Clicking on the Change to button in the Carrier section of the screen will allow you to choose a different Carrier.

Edit Details button. This button allows you to edit the information for the Customer selected in the Carrier and Ship To sections of the Shipment Details tab.

The Look Up Icon allows you to search for the Booking Number, Container number and Service Request # from the Carrier Details section of the Shipment Details screen.

Print the packing list. THIS BUTTON IS MISSING IN NEWEST UPDATE.

Save the packing list.

Void the packing list.

Close the packing list.

Cancel without saving changes.