Packing

A Packing refers to the process of converting a bulk product into smaller individual units for selling or stocking. This process ensures inventory consistency, proper pricing at the unit level, and traceability through batch and expiry data.

To access the Packing, go to: > Home > Application > Inventory > Operations > Packing

How can I get Benefit ?

• Convert in Bulk to Sellable Units: You can convert wholesale or large-volume inventory into smaller retail units, improving sales flexibility.
• Accurate Inventory Management: Automatically updates the system with correct individual stock after packing.
• Maintain Quality Records: Track batch numbers and expiry dates of converted items to ensure safety and traceability.
• Minimize Waste & Optimize Stock: Helps in breaking down near-expiry or slow-moving bulk products into faster-selling units.

Properties

Primary Properties

Property	Description
Order Date	Auto-filled with the current date
Order Number	Auto-generated unique packing number
Notes	You can write extra note in this field

Item Properties

Property	Description
Product	Select the product to be converted
Available Quantity	Displays how much bulk stock is available for conversion
Quantity	Quantity of individual units to be generated
Cost Price	Enter the cost price
Batch No.	You can enter the Batch No in this field
Expiry Date	Select the Expiry Date
MRP	You can enter the Mrp value in this field
Discount %	You can enter the Percentage discount in this field
Discount Amount	You can enter the Discount Amount in this field
Sale Price	You can enter the Sale Price in this field

Status of a Packing

• Draft : This status indicates, that a packing has been created and is yet to be Authorised.
• Authorised : This status indicates, that a packing has been created and is Authorised.
• Cancelled : This indicates that your packing has been cancelled.

Create New Packing

• Go to Packing list, and click Add New
• You will be navigated to a Create New Packing screen for entering packing details.

• Click on + Add New to open the New Packing Line item screen.

• Enter or select the Product Code.
• Enter the Quantity, Cost Price, MRP, and Sale Price in respective fields.
• Enter or select the Product Code.
• Enter Batch No, Expiry Date, and Discount values if needed.
• Click Apply to add the item to the main table.
• Repeat the process to add for additional items using Apply & Resume.
• Click Save as Draft to Save the Packing.
• Click Save & Authorise to authorize.

Edit Packing

• Go to the Packing list, Select the preferred packing and click on Edit.
• You will be directed to a Edit packing page.

• Update all the necessary changes.
• Click the Save as Draft or Save as Authorised button to update your changes.

info

Only Packing in Draft status can be edited.

Delete Packing

• Go to the Packing list, Select the preferred packing and click on Edit
• You will be directed to a Edit packing page.

• Click the Cancel button to Cancel particular packing

info

Only Packing in Draft status can be cancelled.

See Also

• Purchase Receipt