Packing setup and customer items
Before the first job, choose the service item that packing lines are invoiced with, the default warehouses, and add the products your customers send you to pack.
Both screens are in the Packing Jobs menu group and need the Packing Setup right.
Packing setup
Open Packing Jobs›Packing Setup.
| Field | What it does |
|---|---|
| Invoice item for packs | A Service item, for example "Packing charges". New job lines start with it, and its sales VAT. On the invoice the line shows this item with the pack name as its description. |
| Customer goods warehouse | Where customer goods are usually kept. New jobs start with it when it belongs to the job's branch. |
| Packing materials warehouse | Where your packing materials are usually taken from. New packing entries start with it. |
Customer items
Open Packing Jobs›Customer Items. A customer item is a product that belongs to one customer, for example "Shampoo 400 ml". It is kept apart from your item list: it never appears in your sales, purchases or stock, and it has no price or cost.
- Click New.
- Choose the Customer who owns the product.
- Enter a Code (unique for that customer), the Name, and if you like the Arabic Name and the Barcode.
- Enter the Unit it is counted in, for example PCS.
- Click Save.
Choose a customer at the top of the list to see only their items. Each item shows how much of it you hold now, across all jobs. An item you no longer receive can be made inactive; it stays on old jobs. Once an item is on a job, its customer can't be changed.