Packing jobs
A packing job is the order to pack. It lists the packs to make, what goes into each one, which of your materials it uses and the agreed price, and it follows the job until it is closed.
Open Packing Jobs›Packing Jobs. Each job shows how many packs are packed and delivered, and its due date; late jobs are shown in red.
From an accepted estimate
The quotation is a normal estimate. Quote each pack as a line with your packing service item, the pack name as the description, the number of packs and the price per pack. Extra work such as label printing is another line.
- When the customer agrees, mark the estimate Accepted.
- Choose Convert › Create packing job.
- The job opens with the estimate's customer, currency and reference, and one line for each service line not yet converted. Each line keeps the estimate's price per pack after discounts, its VAT and its invoice item; these can't be changed on the job.
- Complete the job (see below) and click Save.
The quantity on the job counts as converted on the estimate. One estimate can be split over several jobs, up to its quantities. Once a job uses an estimate, the estimate can't be edited; make changes on the job. Cancelling the job gives the quantity back to the estimate.
Without an estimate
Click New on the Packing Jobs screen for a customer who orders without a quotation. You then choose the customer, currency, invoice item, VAT and price on each line yourself.
The job
| Field | What it is |
|---|---|
| Customer | One customer per job. Their customer items are the goods that can go into the packs. |
| Job title | A short name, for example "Ramadan offer - shampoo Buy 2 Get 1". |
| Customer reference | The customer's order or reference number. |
| Branch and Customer goods warehouse | Where the customer's goods are kept for this job. Receiving, packing and returns use it. |
| Due date | When the job should be delivered. After it, the job counts as late. |
Each line is a Pack or an Extra charge. A pack line has:
- Pack name, Pack barcode, Packs ordered and Price per pack, with the VAT and the Invoice item.
- Customer goods in one pack: the customer items and how many of each go into one pack, for example 2 × large shampoo and 1 × small shampoo.
- Our packing materials for one pack: your inventory items, their unit and the quantity per pack, for example 1 sleeve and 0.002 roll of film.
An extra charge has only a name, quantity and price; there is nothing to pack. For a repeat offer, Copy pack contents and materials from an earlier job fills the lines that have the same pack name.
Changing a job
An open job can be edited with the Modify right. Some limits apply once work has started:
- After goods are received, the customer, branch and warehouse can't change.
- A line's quantity can't go below what is already packed or delivered, and a packed line can't be removed or turned into an extra charge.
- Changing a pack's contents or materials only affects packing recorded afterwards.
Cancelling, closing and reopening
Cancel Job needs a reason and works only while the job has no documents (or all of them are cancelled).
Close job ends a finished job. It is refused while the job has draft documents or packs packed but not delivered. If customer goods are still on the job, either return them first (see Returning leftover goods), or choose another open job of the same customer in the close dialog to keep them for. Reopen opens a closed job again and brings any carried goods back, unless the other job has already used them.
Closed jobs can still be invoiced and printed.
Buttons on the job
An open job has buttons for the next steps: Receive goods, Record packing, Deliver, Invoice deliveries and Return goods. The tabs show the job's lines with packed and delivered quantities, the Customer goods (needed, received, used, returned, held and still to receive), its documents and its activity log. Print prints the job order, and Job statement opens the statement for the customer (see Job statement and packing reports).