Packing lists, shipments and client portal
Prepare packing lists, track shipments, expose authorised shipment information and PDFs in the client portal.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Use the packing-list register
Search and manage packing lists.
Create a packing list
Select client, delivery relationship, warehouse, dates and packed lines.
Complete packing-list item lines
Add item, quantity, serial and packing information.
Copy a delivery voucher into a packing list
Load eligible delivery data into a new packing list.
Edit an eligible packing list
Update packing information before approval or locked states.
Validate a packing list before approval
Resolve missing or invalid quantities and relationships before approval.
Approve a packing list
Record the supported approval action.
View packing-list details
Review packed items, client, shipment and approval information.
Download a packing-list PDF
Generate the packing-list PDF from the record.
Delete an eligible packing list
Delete only where capability and record state permit.
Understand shipment records
Use shipment detail generated by delivery and OmniSales workflows.
Open shipment detail
Review recipient, status, packing, attachments, return policy and activity.
Update shipment status
Choose a supported shipment status and retain activity evidence.
Add shipment activity
Record a shipment activity note through the activity modal.
Add a shipment attachment
Upload supporting shipment evidence.
Update shipment return-policy information
Store return-policy values shown in shipment detail.
Use Shipments in the client portal
Open authorised shipment records as a signed-in client contact.
View a shipment in the client portal
Review shipment details owned by the client account.
Open a permitted hashed shipment link
Use the implemented hash route when provided by the application.
Download a delivery PDF from the client portal
Download the authorised stock-export PDF.
Download a packing-list PDF from the client portal
Download the authorised packing-list PDF.
Update shipment status from the client portal
Use the supported client status action where rendered.
Understand OmniSales shipment integration
Review shipment records created or updated by OmniSales invoice and delivery hooks.