Zoho Inventory

Help Docs

Packages

The Packages module allows you to create and assign package slip numbers to the items in your sales orders and keep track of your consignments when they are shipped.


Packages Workflow

Package workflow


Creating packages

There are two ways in which you can create a package in Zoho Inventory.

Quick-create a package

Note: Only confirmed sales orders will be shown in the drop-down. If the sales order is in draft, please convert it to confirmed and then try associating it to a package.

New package page

Pro Tip: Enable the Select/Scan items option to scan the barcodes or manually add the items from the dropdown.

Insight: At the moment of saving, only the items selected under the current state of Select/Scan items toggle will be included in the new package.

Create a package from a sales order

Image showing the package creation options

New package creation page

Note: You can create multiple packages for a single sales order.

The End Result…

A package is created and is ready to be shipped.

Image of the package slip

Status of packages

A package goes through 3 phases - packaging of items(creation), shipment and delivery. Hence we have 3 statuses for a package. They are:

Managing your packages

Using these tools you can,

They have been covered in detail in the shipments page.

Importing your packages

Prerequisite: Before importing, ensure that the sales order and items associated with the package already exists.

To import packages into your Zoho Inventory account:

Importing option of packages

Note: From here you can download a sample file to check the proper format for upload and ensure your package file matches that format, or directly proceed to upload that file.

Import packages page

Learn in detail the steps to import a file in Zoho Inventory.

Exporting your packages

Exporting packages and shipments

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