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Defining and Printing Packing Slips Locate this document in the navigation structure

 

You define and print packing slips in SAP Business One after you pick the items of a shipment and you are ready to send the shipment.

You can create and print packing slips for only the following sales documents:

  • Delivery

  • A/R invoice

  • A/R invoice + payment

Note Note

If you have defined a packing slip for any of the above sales documents, when you preview or print the sales document, SAP Business One previews or prints the packing slip automatically at the same time. For more information, see the section below: Previewing and Printing Sales Documents and Packing Slips.

If you want to print only the packing slip, see the section below: Previewing and Printing Packing Slips.

End of the note.

The package slip definition and printing process includes the following procedures:

  1. Creating a new packing slip

  2. Selecting items for shipment

  3. Moving items to package contents

  4. Previewing and printing sales documents and packing slips

  5. Previewing and printing packing slips only

Prerequisites

  • You have defined one or more package types in SAP Business One. For more information see Package Types - Setup.

  • You have opened one of the above-mentioned sales documents.

  • You have picked the items for one of the above sales documents.

Procedure

Creating a New Packing Slip

  1. Open one of the documents listed in the Definition section above.

  2. Open the Packages - Setup window by doing one of the following:

    • In the menu bar, choose   Goto   Packing Slip  .

    • Right-click in the document and choose Packing Slip.

    The Packing Slip window opens.

  3. In the Package No. field, enter an identifying number for the package. SAP Business One automatically assigns a sequential number, but you can change it.

  4. In the Packing Slip window, in the Existing Packages area, open the List of Package Types window in one of the following ways:

    • Place your cursor in the Type field and press the TAB key.

    • In the Type field, click Choose From List (Choose From List).

  5. In the List of Package Types window, select a package type and choose the Choose button.

  6. Optional: If you want to convert the package weight to a different unit of measure, in the Units dropdown list, select the unit of measure you want to display in the Total Weight field.

    Note Note

    The Total Weight field displays the total weight of the package. The value of the field is calculated according to the weight you have defined in the Item Master Data window, on the Sales Data tab. If the item weight is not defined, the Total Weight field is blank.

    End of the note.

To add another package, right-click the existing package row and choose Add Row, and repeat the above steps.

Selecting Items for Shipment

Note Note

The Available Items table displays a list of available items and their quantities. To find an item quickly, in the Find field, enter the item number. The row with the corresponding item number is selected.

End of the note.

  1. In the Available Items area, in the Selected field, enter the number of items to include in the package for shipment.

    Note Note

    You cannot enter an item quantity that is higher than the quantity displayed in the Available field. The value in the Available field shows the quantity of the item that you have not yet assigned to a package.

    End of the note.

    Note Note

    To add additional columns, such as UoM, Items per Unit, Weight, or Height to the Available Items table, right-click the table header and choose Form Settings.

    Alternatively, in the toolbar, click Form Settings (Form Settings) and in the Form Settings window, select the required columns.

    End of the note.

Note Note

You can add several packages to each shipment.

End of the note.

Example Example

If you are creating a shipment of 30 items, and each package of the selected type can contain only ten items, you must create three packages. You may use a combination of package types.

End of the example.
Moving Items to Package Contents

To move a selected quantity of items from the Available Items table to the Package Contents table, do the following:

  1. In the Available Items table, select the rows of the items that you want to include in the package for shipment.

  2. Choose the arrow button. The Package Contents table shows the contents of the packages for delivery.

  3. Add additional packages as required. Choose the Update button, and then choose the OK button.

Previewing and Printing Sales Documents and Packing Slips

  1. Open one of the sales documents listed in the Definition section above.

  2. Define a packing slip as explained in the procedures above.

  3. In the menu bar, from the File menu, choose the preview or printing option.

Previewing and Printing Packing Slips Only

  1. Open the Packages - Setup window and define a package as described in the steps above.

  2. In the menu bar, from the File menu, choose the preview or printing option.

More Information

File Menu

Printing in SAP Business One

Working with Pick and Pack

Delivery

A/R Invoice

A/R Invoice + Payment