Packing slip for customer orders is a function with several uses and automation behind it. The most critical functionality behind the packing slip is inventory management. If the function is not used correctly, it will lead to additional cleanup jobs at a later time.

When a customer order is saved and locked, and then reserved, the order lines are reserved from the total inventory.

The quantity remains reserved until a packing slip is generated for the customer order, or until the order is unlocked again.

If the order is unlocked, it can be locked again later, to reserve the order lines again, or to send the order to the checkout screen for cash payment. When sending a customer order to the checkout screen, the order lines will still remain reserved until the order is paid for at the checkout.

How do I generate a packing slip?

There are two methods for generating a packing slip.

Generating a packing slip for 1 customer order:

1. Select Logistics > Customer orders from the menu on the right

2. Find the order for which a packing slip should be generated, and click "Change".

3. Check that the order lines and content match
   NOTE! Orders cannot be corrected after packing slip is generated.

4. Click "Generate packing slip" and select the blue button "Packing slip".
   The system does not check whether the packing slip is printed or not.

5. Order lines listed in the selected customer order are now deducted from inventory.

Generating a packing slip for multiple customer orders:

1. Select Logistics > Customer orders from the menu on 2. the right

2. Select the order in the left column where the packing slip should be printed

3. Click "Pick list" at the top right
   The system generates a combined picking list for all selected orders, and simultaneously generates a packing slip for all selected orders
   If there is insufficient inventory for one or more of the selected orders, the system will notify you of this

4. Order lines listed in the selected customer order are now deducted from inventory.

How do the different inventory statuses work?
There are three statuses that apply to your inventory. To fully utilize the system, it is important to understand what each of these means.
Inventory management is and is maintained per department. Each department has its own total for each status.

In stock: The In stock quantity is the total inventory recorded at the current time.

Reserved: The reserved quantity is the quantity of the item that is locked in a customer order. The quantity will remain reserved until the order(s) is generated for a packing slip. Generating a packing slip subtracts the reserved quantity from the total inventory.

It is therefore important that a packing slip is generated when the order is fully processed and shipped from your store or warehouse. For customer orders without a generated packing slip, the reserved quantity will remain. In order for inventory and future goods receipts and item counts to give a correct result in DUELL, a packing slip must therefore be generated.

Available: The available quantity is the In stock quantity, after the reserved quantity has been deducted. This is the quantity of the item that is not currently reserved in any customer order.

FAQ:
How do you select a location for picking an item when using locations?

Location is selected based on the priority set on the location(s) under Settings Logistics > Location
Priority is selected from highest (1) to lowest (9999).
Location "Unknown" with priority "9999" is the standard/default location that is used unless otherwise selected when receiving goods etc.

How does the picking list work when I use locations?
The picking list is sorted alphanumerically so that the list can be followed from one side of the warehouse to the other, without trips back and forth between the same shelves.
If the same item is to be picked at multiple locations, the order will be maintained throughout the picking list.