Recording packing

A packing entry records the packs made. It takes the customer goods used out of the job and your packing materials out of stock at cost, so each job shows what its materials cost.

Open Packing Jobs›Packing Entries, or click Record packing on an open job. Record packing as often as you like, for example once a day or once a shift.

Record the packs made

  1. Choose the Job, the Date and the Packing materials warehouse (a warehouse of the job's branch). Add a Supervisor if you like.
  2. For each pack, enter Packed now. The table shows how many were ordered, packed before and are left to pack.
  3. Click Fill goods and materials. Fiscal works out from the job's packs:
    • the customer goods used, taken from the batches the job holds, earliest expiry first. If not enough is held, it says so;
    • the packing materials used, for each item and unit.
  4. Change any quantity or batch if the floor used something different, and enter pieces Damaged in packing.
  5. Click Post, or Save as draft.

The packs made can't go over the packs ordered. To pack more, increase the job's quantity first.

What posting does

  • The customer goods used and damaged come off the job.
  • The packing materials leave the packing materials warehouse at their current cost, the same way as an inventory usage (see Inventory costing).
  • The journal debits each material's consumption account (or, when the item has none, the default Inventory Usage account in Preferences) and credits its inventory account.

The entry shows the cost of each material and the total Material cost, which feeds the profit per job report.

Batch-tracked packing materials can be used only when automatic batch allocation is turned on in Preferences. The batches are then chosen for you.

Cancelling an entry

A posted entry can't be edited. To correct it, cancel it with a reason and record it again. Cancelling puts the materials back into stock, reverses the journal and gives the goods back to the job. It is refused when the entry's packs are already delivered: cancel the delivery first. Drafts can be edited until they are posted.

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