Packing list

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Packing list

Welcome to the user guide for the Packing list in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Packing list

Create Packing list

An Inventory delivery voucher can be created one or multi packing list until the quantity is full.

  • Step 1.  Createapproval processfor packing list ( ifnecessary) atapproval setting.
  • Step 2. Go to Packing listsmenu under Inventorymodule from the left sidebar -> click Addbutton.
  • Step 4. Save the packing list Save & Send Requestbutton: used to save packing list and send approval requests.Savebutton: used to save packing list but does not send a request for approval.
  • Step 5. Approving packing list ( if any)
  • Inventory delivery voucher: select the approved Inventory delivery voucher, only vouchers with approved status can be selected here.
  • Customer: auto filled from the inventory delivery voucher, indicates the receiving customer for this packing list.
  • Bill to/ Ship to: address information of the customer
  • Packing list number: Auto-generated according to system configuration (prefix setting).
  • Weight:  Gross weight of the entire package.
  • Volume: Calculated volume = width × length × height. This field can beauto-calculatedor entered manually.
  • Client note:  Optional remarks from the client or internal notes relevant to this specific packing list.
  • Item:  Item name and unique SKU/serial number. Fetched from IDV.
  • Quantity:  Quantity of this item being packed.
  • Clickto remove the item from the packing list

Update Packing list

Only update packing list with Not yet approvedstatus.

  • Step 1. Go to Packing listsmenu under Inventorymodule from the left sidebar
  • Step 2. Select the packing list need to be edited and click Edit
  • Step 3. Make the necessary changes and click Savebutton.

Delete Packing list

Only delete packing list with Not yet approvedstatus.

  • Step 1. Select the packing list need to be deleted and click Delete
  • Step 2. Confirm your selection in the following pop-up. The packing list will be deleted

Packing List Detail

  • Select the packing list and click View
  • You can create shipping log for the packing list at Shipping Log tab

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