Pack and ship an order

Packing involves taking the picked stock items and preparing them to be shipped. The packed boxes are then shipped to the customer to complete the order. This article is not applicable to dropshipped items. See Dropshipping for more information.

This article explains how to pack and ship an order when Cin7 Core is used without integration with a shipping service. The steps are slightly different with a shipping service and we recommend following the instructions for each service from the following links:

We recommend our Cin7 Core Warehouse Management Solution (WMS) for fast picking and packing from any mobile device.

Prerequisites

Set up carriers and tracking link URLs.
Sale order must be authorized.
Sale pick must be authorized.
Packing is manual in your sales process customization settings. If packing is automatic, pack will be completed and authorized automatically when the sale pick is authorized.
Shipping is manual in your sales process customization settings. If shipping is automatic, ship will be completed and authorized automatically when the sale pack is authorized.
Stocktake cannot be open in the shipping location.

Pack an order

Pack the picked stock items into one or more boxes.

Select the Pack section of the sale.
Copy the pack lines with Copy from pick, or manually add or scan packed items.
By default, Cin7 Core will pack items into a single box. You can add more box numbers at this stage and pack items in different boxes.
Authorize the order or save it as a draft.

Ship an order

Send the packed box or boxes to the customer and record any shipment tracking information to complete the sale.

Select the Ship tab of the sale. Pack must be authorized.
Use Copy from pack to enter your box data from the pack stage, or manually enter your shipping lines. Enter a shipping date.
Check that the Ship Date, Carrier and Tracking number (if applicable) are correct. If the sale has been allocated to more than one box from the Pack tab, different boxes can be assigned to different carriers, tracking numbers and shipping dates.
Check the Ship box.
Click Authorize (or click Save to save as a draft).

The shipped items will now be removed from the inventory, and transaction information will be generated to be synced with your accounting application.

Partially fulfill an order

Convert the sale to an advanced sale to create multiple invoices or multiple fulfillments for the same sale. See Advanced sale for more information.

Print or email a pick list

Send a pick list or save it as a PDF by selecting Print → Pick List or Email → Pick List. Any generated PDFs will be stored in the Attachments section of the sale. Use the Expanded pick list to pick components for items with a bill of materials.

See Manage document and email templates for how to customize your document and email templates.