Packing

Beginner · 6 min · Orders & dispatch

Packing is where the warehouse packs approved orders, prints packing slips and marks each slip as it moves from Pending to Ready For Dispatch.

Open this screen in Stockivio →

Packing
Packing SlipsApproved OrdersLoadRefresh Orders
PendingPackingPackedReady For Dispatch
Slip #Order #CustomerCreatedItemsPacked By
Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

Wrong or short packing is the most common reason for customer complaints and returns. A packing slip tells the packer exactly what to put in the carton, and its status tells the office what is ready to load. The warehouse team uses this screen; the dispatch person watches for Ready For Dispatch.

Before you start

  • Orders approved (Orders)
  • Stock available in Inventory

Step by step

  1. Open PackingIn the left sidebar, under Stockivio ERP, open Packing. It has two views: Packing Slips and Approved Orders.
  2. Load approved ordersOpen Approved Orders and press Load, or Refresh Orders to fetch orders approved since you last looked.
  3. Create the packing slipStart packing an approved order. A slip is created with a Slip #, linked to the Order # and Customer.
  4. Print the slip and packPrint the slip and give it to the packer. They pick each item and quantity listed on it.
  5. Update the slip statusMove the slip from Pending to Packing while work is going on, then to Packed. Packed By records who did it.
  6. Mark it Ready For DispatchWhen the cartons are sealed and labelled, set the status to Ready For Dispatch so the dispatch team can load it.

Worked example

On the morning of 13 Nov 2026 the Sharma Traders godown has the approved order for Gupta Kirana Store: 50 tea, 30 detergent and 5 biscuit cartons.

  1. Open Packing, choose Approved Orders and press Load.
  2. Start packing the Gupta Kirana Store order; a slip is created.
  3. Print the slip and hand it to the packer, Mohan.
  4. Set the slip to Packing, then to Packed once all three items are in four cartons.
  5. Set it to Ready For Dispatch.

Result: The slip shows Packed By Mohan and status Ready For Dispatch, and the order status moves on to Packed, so the dispatch team knows it can go on today's van.

💡 Tips

  • Pack in the order of Expected Delivery, earliest first.
  • Write the number of cartons on the slip; it helps the driver count at delivery.
  • If an item is short, pack what you have and tell the office, so the order shows Partially Packed rather than being held.

⚠️ Common mistakes

  • Marking Packed before the cartons are actually sealed. The dispatch team may then load an incomplete order.
  • Packing from the phone call notes instead of the slip. Always pack from the printed slip.

Questions

Why can't I see a new order?

Only approved orders appear. Check that the order is Approved in Orders, then press Refresh Orders.

🎬 Video walkthrough (script — recording coming soon)
  1. Scene 1: Open Packing and show the Packing Slips and Approved Orders views.
  2. Scene 2: Press Load to fetch approved orders.
  3. Scene 3: Create and print the slip for Gupta Kirana Store.
  4. Scene 4: Move the status from Pending to Packing to Packed.
  5. Scene 5: Set Ready For Dispatch and show Packed By.

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