How to use packing slips?

emulsified

We need to start using packing slips at my company. We have Navision 4.0 SP3.

How do create, enter, use them?

We don't use Sales Orders currently, we just use the Invoices (Sales Order Invoice, SIO) directly.

We need to be able to generate a packing slip that says item1,item2,item3 in box 1, item4,item5,item6 in box 2 along with the quantities.

Thanks.

Savatage

How we do it - is use sales orders - enter the order and print a picking ticket. You can use that picking ticket as your packing slip. If you have smallish orders - you can easily add a line (__________) on the picking ticket with the heading "Box #" where the packer simply hand writes a "1" or "2" or "3" next to each line item.

Now if you have larger orders this isn't a good solution. As other posts in the past, I probably mentioned Lanham's e-ship can handle is automatically with "Fast Pack" it creates a package and lists all the items in that package.

Now if you want to continue just using Invoices and not sales orders - you could create your own packing slip report that prints from the sales invoice just like the picking ticket is printed from sales orders.

Alex_Chow

On the S&R setup, enable the Shipment on Invoice checkbox. This will create a sales shipment (where packing list is created) when you post an invoice.

To be able to put items in boxes, you will need to use Sales Orders and use Lanham's Packing granule.

Savatage

Alex Chow wrote:

On the S&R setup, enable the Shipment on Invoice checkbox.

cool - never seen that checkbox before! also, never needed it on SI's before

emulsified

I like the suggestion of just creating a report "Packing Slip(s)" that just prints the Sales Order Invoice or Posted Invoice likewise (just in case my users need it).

Note sure of the layout. I want something universal. Maybe a left column:

Box #1
Box #2
Box #3
Box #4
Box #5

You get the idea. That won't work if the users are writing in the numbers, so I guess I could got with multiple columns for the box #'s. Better make it landscape I guess.
Boxes
Item # 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22

4321 12
4562 12 12
4837 12

What if we have more than 22 boxes? Does anybody have any ideas how this can be easily and universally accomplished other than what I was thinking above?

Thanks.

Alex_Chow

If you have 22 boxes, I suspect you need to print 22 packing list: one for each box.

Then you use the normal packing list from the sales shipment to summarize all the items shipped.

emulsified

So the steps are:

1. A user would create an INVOICE, post and print it.
2. Then they go to "Sales Shipment" and print something?

What report # is the Packing List in object designer?

Thanks.

Alex_Chow

To find the report number, go to the Sales Shipment and click on Print. Then Tools --> Designer.