Packing lists, shipments and client portal
Prepare packing lists, track shipments, expose authorised shipment information and PDFs in the client portal.
Inventory & Warehousing Management System
Open guide →GuideUse the packing-list register
Search and manage packing lists.
Open guide →GuideCreate a packing list
Select client, delivery relationship, warehouse, dates and packed lines.
Open guide →GuideComplete packing-list item lines
Add item, quantity, serial and packing information.
Open guide →GuideCopy a delivery voucher into a packing list
Load eligible delivery data into a new packing list.
Open guide →GuideEdit an eligible packing list
Update packing information before approval or locked states.
Open guide →GuideValidate a packing list before approval
Resolve missing or invalid quantities and relationships before approval.
Open guide →GuideApprove a packing list
Record the supported approval action.
Open guide →GuideView packing-list details
Review packed items, client, shipment and approval information.
Open guide →GuideDownload a packing-list PDF
Generate the packing-list PDF from the record.
Open guide →GuideDelete an eligible packing list
Delete only where capability and record state permit.
Open guide →GuideUnderstand shipment records
Use shipment detail generated by delivery and OmniSales workflows.
Open guide →GuideOpen shipment detail
Review recipient, status, packing, attachments, return policy and activity.
Open guide →GuideUpdate shipment status
Choose a supported shipment status and retain activity evidence.
Open guide →GuideAdd shipment activity
Record a shipment activity note through the activity modal.
Open guide →GuideAdd a shipment attachment
Upload supporting shipment evidence.
Open guide →GuideUpdate shipment return-policy information
Store return-policy values shown in shipment detail.
Open guide →GuideUse Shipments in the client portal
Open authorised shipment records as a signed-in client contact.
Open guide →GuideView a shipment in the client portal
Review shipment details owned by the client account.
Open guide →GuideOpen a permitted hashed shipment link
Use the implemented hash route when provided by the application.
Open guide →GuideDownload a delivery PDF from the client portal
Download the authorised stock-export PDF.
Open guide →GuideDownload a packing-list PDF from the client portal
Download the authorised packing-list PDF.
Open guide →GuideUpdate shipment status from the client portal
Use the supported client status action where rendered.
Open guide →GuideUnderstand OmniSales shipment integration
Review shipment records created or updated by OmniSales invoice and delivery hooks.
Open guide →