# Packing Slip

<p class="doc-lead">A Packing Slip lists the items packed for a shipment along with box, weight, and dimension details. It is a non-posting document — it does not change stock or accounts — and is used to share packing details with logistics, support export documentation, and prepare a delivery. Packing slips can be created against a Delivery Note, a Loading Request, a Sale Invoice, or directly.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
<div class="doc-toc-section">
<span class="doc-toc-group-title">Getting started</span>
<div class="doc-toc-links">
<a href="#/inventory/packing-slip?id=overview">Overview &amp; List View</a>
<a href="#/inventory/packing-slip?id=quick-start">Quick Start</a>
</div>
</div>
<div class="doc-toc-section">
<span class="doc-toc-group-title">Form reference</span>
<div class="doc-toc-links">
<a href="#/inventory/packing-slip?id=transaction-types">Transaction Types</a>
<a href="#/inventory/packing-slip?id=header-fields">Header Fields</a>
<a href="#/inventory/packing-slip?id=item-lines">Packing Items</a>
</div>
</div>
<div class="doc-toc-section">
<span class="doc-toc-group-title">More</span>
<div class="doc-toc-links">
<a href="#/inventory/packing-slip?id=actions-status">Actions &amp; Status</a>
<a href="#/inventory/packing-slip?id=export-details">Export Details</a>
<a href="#/inventory/packing-slip?id=master-update">Master Update</a>
<a href="#/inventory/packing-slip?id=view-tabs">View Tabs &amp; Widgets</a>
<a href="#/inventory/packing-slip?id=best-practices">Best Practices</a>
<a href="#/inventory/packing-slip?id=faq">FAQ</a>
<a href="#/inventory/packing-slip?id=related">Related</a>
</div>
</div>
</div>

<hr class="doc-section-divider">

<h2 id="overview">Overview &amp; List View</h2>

The Packing Slips list shows every packing slip with its number, customer, center, source order, employee, date, and status. Use the quick filter tabs to switch between views and the Advanced Filters for a precise search. From the list you can create a new packing slip, open one for viewing, edit a draft, or delete a draft.

<b>List columns</b>

| **Column** | **What it shows** |
|------------|-------------------|
| Number # | Packing slip number. |
| Customer | Customer the goods are packed for. |
| Center | Center the goods are packed at. |
| Sale Order | Linked sale order, when applicable. |
| Employee | Employee who prepared the packing slip. |
| Date | Packing slip date and time. |
| Status | Current status tag. |

<b>Quick filter tabs</b>

| **Tab** | **Shows** |
|---------|-----------|
| Default | All packing slips except cancelled. |
| Approved | Approved packing slips only. |
| Draft | Unapproved drafts. |
| Cancelled | Cancelled packing slips. |
| Closed | Closed packing slips. |

<b>Advanced Filters</b>

Id, Bill No, Customer, Center, Employee, Item, Notes, Status, date, and Created date.

<b>List row actions</b>

| **Action** | **Available when status is** |
|------------|------------------------------|
| edit | Draft, Pre-Approved |
| delete | Draft, Pre-Approved |
| view | All statuses |

<hr class="doc-section-divider">

<h2 id="quick-start">Quick Start — Create a Packing Slip</h2>

<h3>1. Navigate</h3>
Go to <b>Inventory → Packing Slip</b> from the left menu.

<h3>2. Create new packing slip</h3>
Click <b>New</b> to open the packing slip form. You can also create a packing slip from an approved <a href="#/inventory/goods-delivery-note">Goods Delivery Note</a>, a Loading Request, or a Sale Invoice.

<h3>3. Fill in details</h3>
<ul>
<li>Set the <b>Date</b> and the <b>Number</b> (auto-generated when numbering is configured).</li>
<li>Choose the <b>Transaction Type</b> — Delivery Note, Loading Request, Sale Invoice, or Direct.</li>
<li>Select the <b>Customer</b> and <b>Center</b>.</li>
<li>Add item lines with <b>Quantity</b> and <b>Unit</b>, plus any box and weight details you have enabled.</li>
</ul>

<h3>4. Save</h3>
<ul>
<li><b>Save</b> — keeps the packing slip as a <b>Draft</b>.</li>
<li><b>Save And Approve</b> — approves the packing slip in one step.</li>
<li><b>Reset</b> / <b>Cancel</b> — clears or closes the form without saving.</li>
</ul>

<hr class="doc-section-divider">

<h2 id="transaction-types">Transaction Types</h2>

The <b>Transaction Type</b> sets the source the packing slip is created against. A packing slip does not move stock for any type.

| **Transaction Type** | **Use it for** |
|----------------------|----------------|
| Delivery Note | Packing items already recorded on a delivery note. |
| Loading Request | Packing items against a loading request. Approving the packing slip closes the linked loading request. |
| Sale Invoice | Packing items billed on a sale invoice. |
| Direct | Packing items without a source document. |

<hr class="doc-section-divider">

<h2 id="header-fields">Header Fields Reference</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Date * | Date the packing slip is prepared. |
| Number | Packing slip number. Auto-generated when numbering is configured; otherwise entered manually. |
| Transaction Type * | Source the packing slip is created against — Delivery Note, Loading Request, Sale Invoice, or Direct. |
| Customer * | Customer the goods are packed for. |
| Employee | Employee preparing the packing slip. |
| Center * | Center the goods are packed at. |
| Project | Optional project link. |
| Project Task | Task within the selected project. Enabled after a project is selected. |
| Notes | Remarks for the packing slip. |

<hr class="doc-section-divider">

<h2 id="item-lines">Packing Items</h2>

The item section can be customized from <b>Inventory Settings</b> — several columns are hidden by default and appear once enabled.

| **Column** | **Description** |
|------------|-----------------|
| Sl Num | Line serial number. Auto-numbered. |
| Item | Item being packed. |
| Description | Optional line description. |
| Roll No. | Roll number for roll-based items. Optional column. |
| Length | Length of the roll or pack. Optional column. |
| Width | Width of the roll or pack. Optional column. |
| Quantity | Quantity packed. Calculated from length × width for roll items. |
| Unit | Unit of measure. Defaults from the item. |
| Nos in One Box | Number of units packed in one box. Optional column. |
| Net Weight | Net weight of the packed items. Optional column. |
| Gross Weight | Gross weight including packaging. Optional column. |
| Packed As | How the items are packed. Optional column. |
| Box Dimension | Box measurement. Optional column. |
| Box Number | Box identifier. Optional column. |

<hr class="doc-section-divider">

<h2 id="actions-status">Actions &amp; Status</h2>

<h3>View toolbar actions</h3>

| **Action** | **Description** | **Available when status is** |
|------------|-----------------|------------------------------|
| Approve | Approves the packing slip. | Draft, Pre Approved |
| Edit | Opens the packing slip for editing. | Draft, Pre-Approved |
| Delete | Permanently removes the packing slip. | Draft, Pre-Approved |
| Clone | Creates a copy of the packing slip. | All (if permitted) |
| Print | Prints the packing slip. | All |
| Export | Exports the packing slip to Excel. | All |

<h3>More menu (⋮) actions</h3>

| **Action** | **Description** | **Available when status is** |
|------------|-----------------|------------------------------|
| Create Delivery Note | Opens a new <a href="#/inventory/goods-delivery-note">Goods Delivery Note</a> from this packing slip. | Approved, Closed |
| Cancel | Cancels the packing slip. | Approved, Closed |
| Add Export Details | Captures export-specific details on the packing slip. Shown when export transactions are enabled for packing slips. | Draft, Approved, Closed |
| Add/Update Note | Adds or edits a note on the packing slip. | All |
| Master Update | Updates selected header fields without reopening the full form. See <a href="#/inventory/packing-slip?id=master-update">Master Update</a>. | Approved, Closed, Returned, Partially Returned |

<h3>Statuses</h3>

| **Status** | **Description** |
|------------|-----------------|
| Draft | Saved but not yet approved. Can be edited or deleted. |
| Approved | Finalized and ready to print or convert to a delivery note. |
| Closed | Packing slip is closed — typically after a delivery note is created. |
| Cancelled | Packing slip has been cancelled. |

<b>Posting note:</b> A packing slip never changes stock or posts to accounts. Stock movement happens on the linked Goods Delivery Note or Sale Invoice.

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<h2 id="export-details">Export Details</h2>

When export transactions are enabled for packing slips, use <b>Add Export Details</b> from the three-dot menu to capture export-specific information on the packing slip. This supports international shipping documentation alongside the packed item and box details.

<hr class="doc-section-divider">

<h2 id="master-update">Master Update</h2>

<b>Master Update</b> lets you change selected header fields on an approved packing slip without editing the full document or its item lines. Open the three-dot menu and select <b>Master Update</b>.

| **Field** | **Can be updated?** | **Notes** |
|-----------|---------------------|-----------|
| Date * | Yes | Cannot be set before the accounts closing date. |
| Employee In charge | Yes | |
| Project | Yes | |
| Transaction Type, Customer, Center, item lines | No | Edit the full packing slip while it is a draft, or cancel and recreate. |

Click <b>Confirm</b> to save changes or <b>Cancel</b> to close without saving.

<hr class="doc-section-divider">

<h2 id="view-tabs">View Tabs &amp; Side Panels</h2>

When you open a packing slip in full view, the header shows linked documents — <b>Sale Invoice</b>, <b>Sale Order</b>, <b>Delivery Note</b>, and <b>Loading Request</b> — and the right side shows tabbed panels.

| **Tab** | **What it shows** |
|---------|-------------------|
| Summary | Overall packing slip details and linked documents created from it. |
| History | Activity log — who created, approved, edited, or cancelled the packing slip and when. |
| Attachments | Files uploaded to this packing slip. |

> A packing slip does not post a journal, so it has no Journal Info tab.

<hr class="doc-section-divider">

<h2 id="best-practices">Best Practices</h2>

<ul>
<li>Enable only the box and weight columns you actually use from <b>Inventory Settings</b> to keep entry quick.</li>
<li>Create the packing slip from the related <b>Delivery Note</b>, <b>Loading Request</b>, or <b>Sale Invoice</b> so item lines carry forward.</li>
<li>Record box numbers, dimensions, and weights for accurate logistics and export paperwork.</li>
<li>Use <b>Add Export Details</b> for international shipments when export handling is enabled.</li>
<li>Use <b>Create Delivery Note</b> to move from packing to dispatch once items are packed.</li>
</ul>

<hr class="doc-section-divider">

<h2 id="faq">FAQ</h2>

<b>Does a packing slip change stock?</b><br>
No. A packing slip is a non-posting document. Stock is moved by the linked Goods Delivery Note or Sale Invoice, not by the packing slip.

<b>What can I create a packing slip against?</b><br>
A Delivery Note, a Loading Request, a Sale Invoice, or a Direct packing slip with no source document.

<b>Why don't I see box, weight, or dimension columns?</b><br>
Those columns are optional and hidden by default. Enable them in <b>Inventory Settings</b>.

<b>How do I add export information?</b><br>
Use <b>Add Export Details</b> from the three-dot menu. It appears when export transactions are enabled for packing slips.

<b>What happens to a loading request when I approve a packing slip?</b><br>
Approving a packing slip created against a loading request closes that loading request.

<b>Why can't I cancel my packing slip?</b><br>
Cancel is blocked while approved or closed <a href="#/inventory/goods-delivery-note">Delivery Notes</a> reference the packing slip. Cancel those deliveries first.

<b>What is the difference between Packing Slip and Delivery Note?</b><br>
The packing slip lists packed cartons and weights for dispatch. The delivery note posts stock out of the center when approved.

<b>Can I edit an approved packing slip?</b><br>
Limited changes via Master Update on header fields. Cancel and recreate if pack lines or quantities are wrong.

<h2 id="related">Related Topics</h2>

<b>Related documentation</b>
<ul>
<li><a href="#/inventory/goods-delivery-note">Goods Delivery Note</a> — dispatch packed goods and reduce stock.</li>
<li><a href="#/sales/sale-invoice">Sale Invoice</a> — bill the customer for the goods.</li>
<li><a href="#/inventory/goods-receipt-note">Goods Receipt Note</a> — receive goods into inventory.</li>
</ul>