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| Packing Slip | DocumentationTable of Contents |
The packing slip list contains a list of packing slips. Individual packing slips can be posted to vendor invoices using the packing slip master screen. A batch of packing slips can be posted to vendor invoice(s) using the batch posting function.
Use the filtering section to determine exactly what slips you wish to view and how you wish to sort them on the list.
The identification number of the packing slip.
The date the product was shipped from the vendor.
The vendor from whom the packing slip is being received.
The status of the packing slip.
The the packing slip is pending if it has not yet been received.
The packing slip is in received status if it has been received but has not yet been posted to a vendor invoice.
The packing slip is changed to the posted status once it has been posted to a vendor invoice.
NOTE: For each workstation you can change the default columns that are displayed on the list. Click on "File" at the top of the list screen. From the drop down menu select "Configure...". Use the list configuration screen to configure the columns to view on your list.
To process the entire batch of received packing slips click on the "Process" button at the top of the packing slip list. Follow by clicking on "Batch Process". A new vendor invoice will be created for all packing slips that have invoice numbers not yet entered. If the an invoice was already created with the same invoice number, then the items on the packing slip will be added to that invoice.
- Select the "New" icon to create a new
slip.
- Select the "Edit" icon to edit an existing
high-lighted slip.
- Select the "Delete" icon to delete an existing
high-lighted slip.
- Select the "Print" icon to print the
contents of the slip list to a printer.
- Select the "Export" icon to export the
contents of the slip list to a CSV or Excel file.
- Select the "Refresh" icon to refresh and
re-display the contents of the slip list.
- Select the "Close" icon to close the
slip list.
You can choose to update or refresh the data in the list automatically, as it is changed, or alternatively, you can choose to have the data refresh only when you click on the "Refresh" button. If speed is not an issue, you will probably choose to always auto refresh. Toggle on to auto refresh. Toggle off to refresh only on command.