A Packing List is a document describing the items included in a package: their quantity, their weight, and other relevant information. Packing Lists are created by vendors, but your company might create a packing list when you receive the package. Creating packing lists will help your company keep track of the products received.
This article will show you, a Purchasing Submitter, how to create a packing list.
Step 1: On your Certify homepage, click the Purchasing tab.
Step 2: Click Go to Purchasing.
Step 3: This is your Purchasing dashboard. Under the Tasks column, click Enter Packing List.
Step 4: From here, choose to Create a New Packing List, or select from Packing Lists in Progress which are packing lists that have been created, but not yet routed.
Step 5: When creating a new packing list, start by selecting a vendor from the Vendor drop-down menu. This is the vendor that has sent you the products.
Step 6: Choose a date for the packing list.
Step 7: Click Create.
Step 8: This is the Enter Packing List screen. There's a list with some helpful instructions to stay on track. First, start by entering optional comments and attaching any files to the packing list.
Step 9: Enter the Purchase Order Number to choose from products associated with a specific purchase order. Or, use the search function to search for products by description or SKU.
Step 10: Once you've found a product you'd like to add to your packing list, click the green plus icon to the right of the item.
Please Note: Click the Close All checkbox if you've received all items from the corresponding Purchase Order. Leave it unchecked until all items in the Purchase Order have been received.
Step 11: When you've added all of the necessary items, you have three options to continue:
- Delete: Deletes the entire packing list permanently.
- Save: Saves the packing list to come back to later.
- Update: Updates any changes you've made to the items in the packing list since they've been entered.
- Route: Moves the packing list forward in the approval process.
Then, click Route.
Step 13: You'll receive confirmation that your packing list has been routed to your approver.