Packages - Actions

In this help document, you’ll learn all the actions you can perform on the Packages module in your organization.

The actions you can perform on Packages are classified into:

List View Actions

The list view actions let you organize and customize how packages are displayed, making it easier to find and review the information you need.

Statuses of Packages

A package goes through 3 phases - packaging of items, shipment and delivery. They are:

Not Shipped - This is a package that has been created and is awaiting shipment.
Shipped - The package advances to the shipped status as soon as a shipment order is created for it.
Delivered - When the package reaches the customer, it becomes delivered. You can also mark a package as delivered for a manual shipment.

Pro tip: Click Kanban View icon to view packages based on their statuses like Not Shipped, Shipped and Delivered.

Sort By - Packages

Here’s how you can sort the list of packages according to the required fields:

Go to Inventory on the left sidebar.
Click Pack and Ship in the top module bar and select Packages from the dropdown.
Select the List View.
Click More icon on top of the page.
Hover over Sort by and click the field on which you want the packages to be sorted.
The sorting can be done based on ascending or descending order (indicated by the arrow).
Click the field again to change the sorting order.

Rearrange Columns

In Packages, you can choose the fields to be displayed in the list view. You can also rearrange the columns or fields. Here’s how:

Go to Inventory on the left sidebar.
Click Pack and Ship in the top module bar and select Packages from the dropdown.
Select the List View.
Click the Customize icon on the left side of the list view page.
Click Customize Columns.
Select the fields that you want to display.
Drag and drop to rearrange the order of columns.
Click Save.

Clip Text and Wrap Text

Here’s how you can organise the text displayed under each field in the list view page.

Go to Inventory on the left sidebar.
Click Pack and Ship in the top module bar and select Packages from the dropdown.
Select the List View.
Click Clip Text to let the field details flow beyond the columns.
Click Wrap Text to fold and make field details visible inside the available column space.

Refresh List - Packages

You can refresh the list view of your packages to retain the original view. Here’s how:

Go to Inventory on the left sidebar.
Click Pack and Ship in the top module bar and select Packages from the dropdown.
Select List View.
Click More icon on top of the page.
Click Refresh List.

The share actions let you use Packages information outside Zoho ERP or share it with vendors when required.

Export Packages

You can export packages in Zoho ERP in the CSV, XLS or XLSX format. Here’s how:

Go to Inventory on the left sidebar.
Click Pack and Ship in the top module bar and select Packages from the dropdown.
Select the List View.
Click the More icon.
Hover over Export and select Export Packages from the dropdown.
Enter a File Protection Password and choose the required information like required packages, file format, batch numbers and serial numbers.
Click Export.

Download as PDF

Go to Inventory on the left sidebar.
Click Pack and Ship in the top module bar and select Packages from the dropdown.
Select the package you want to download as PDF.
Click PDF/Print at the top of the package slip and select PDF.

Print

Go to Inventory on the left sidebar.
Click Pack and Ship in the top module bar and select Packages from the dropdown.
Select the package you want to print.
Click PDF/Print at the top of the package slip and select Print.
Check the preview and click Print.
Click Save.

Customise PDF Template

You can change and edit the template of a package slip. Here’s how:

Go to Inventory on the left sidebar.
Click Pack and Ship in the top module bar and select Packages from the dropdown.
Select the package slip that you wish to customise.
Hover over the right of the package slip pdf and click Customize.
Select Change Template from the dropdown to choose a template of your choice.
Select Edit Template to make changes in the existing template.
Click Proceed to confirm the customisations made in your PDF.

Other Actions

Other actions include additional options that support reviewing and maintaining records in this module.

Delete

Go to Inventory on the left sidebar.
Click Pack and Ship in the top module bar and select Packages from the dropdown.
Select the package you want to delete.
Click More icon at the top of the package slip and select Delete Package Slip.
Click Delete to confirm.

Warning: Deletion is a permanent action. You cannot retrieve a package once you delete it.

Add Comments

You can add internal comments to your Packages in Zoho ERP. Here’s how:

Go to Inventory on the left sidebar.
Click Pack and Ship in the top module bar and select Packages from the dropdown.
Select the package slip for which you want to add comments.
Click the Comments and History icon.
Type in your comment and click Add Comment.
Click the Trash icon near the added comment to delete it.