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Pick and Pack Setup Guide

In this guide we will be showing you how to set up the Pick and Pack feature of our Multi Carrier app.

 

There are a number of steps, and we will show you how to do this for the Order and Order Products objects, but if you have custom objects then our app is able to use those instead.

 

1. Prepare related objects

In order for Pick and Pack to function properly, you will need to setup your related objects - mainly order lines and products.

1a.) Add a barcode field to the Product Object

The can be a text field, such as the following:

 

1b.) Add field "Quantity Packed" to the Product Line Object

As you are picking and packaging, this field will store how many products have already been packed and shipped:

 

2 a). Create the lookup from our Shipment Object to the Order object.

This is so that we can then create the Custom Address Source in Step 2 of this guide.

 

Go to Setup > Create > Object and find the Shipment object, and click on New under Custom Fields & Relationships.

Choose the Lookup Relationship:

 

Then choose your object, in this guide we are using the Order Object:

Then click through until you are able to save.

 

2 b). Create the lookup from our Customs Items Object to the Order Product object.

This is so that you can then tell which products (and how many) went into each package.

 

Go to Setup > Create > Object and find the Customs Items object, and click on New under Custom Fields & Relationships.

 

Choose the Lookup Relationship:

Then choose your child object, in this guide we are using the Order Product object:

 

Then click through until you are able to save.

 

2. Create Custom Address Source

The next step is to create a custom address source by mapping all the required fields which are:

 

Recipient fields

 

Ensure that you have set the Service Type and Packaging Type.

Be sure to set Wizard Mode to Pick and Pack:

And finally you will also need to pull product data into the Pick and Pack system using the "Products / Customs Items" section:

Here is an explanation of the highlighted items above.

 

Use Child Objects:

You need to Use Child Objects so that we can get all the items that need to be packaged. 

Child Object:

Choose the Child Object that holds your packing data. In our case its the OrderItem.

Barcode:

If you set this, then you will see the Barcode field appear on your Pick and Pack page so that you can scan your items with a barcode reader.

Already Packed:

This is the newly created field that you set up in Step 1, and holds the information as to how many items still need to be packed.

Link Customs Items to Product:

This is the Lookup that you created from the Customs Item to your Order Product object. Once your shipment is created, the Customs Items related list is linked to your product line.

 

3. Setup Containers

Next you need to set up your Containers or in our app they are called Packages.

 

Click on Packages and click on New.

 

For each carrier you need to create the packages you will be needing.

Don't forget to set the Quantity to 1. You can leave the Weight and Declared Value to be 0 as these get set on the Pick and Pack team.

 

4. Test and start shipping

Once you have done the above steps, you should now be able to go to your Order object and click on New Shipment, and you should now see this a screen like so:

Make sure your products to pack are showing correctly, if not then you have done something wrong and you will need to look at the setup steps above again.

The first thing you need to do is select a Container, you do this by selecting the containers input box, and your containers should then appear as a list. If you have lots of boxes you can search for them by name.

Once you have your container selected you can start to Pack your items by selecting the Amount to Pack and clicking on the Pack button.

Each time you pack an item it will be show on the left hand side under your active container.

If you need to add another container, just use the container box again to add a new container.

You can only have 1 container active at the time, so you select which container is active use the toggle as you see here:

Once you have your newly activated empty container, pack some more products into it:

Once you have finished packing all of a particular product you will see that its no longer available to be packed.

Don't worry if you have made a mistake in the number of products you have packed in a container, or if you have added the wrong type of container. Just use the "Delete" icons to remove the product / container.

Once you have finished packing your products into the containers click on the "Ship" button.

You can also Auto Print any of your shipping labels if you turn on Auto Print.

Your shipment will now have been created and your shipping labels will be ready to print (if you haven't already chosen "Auto Print"). 

If you look on the Shipment object you will see that we store all the information as to what was packed and which package its in:

 

Let us know if you have any further questions or issues via the contact us page and we will be glad to help.

 

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