Packing Consignment

Packing Consignment Overview

The Sapphire Web Pack Packing Consignment functionality enables the user to manage the work-flow and/or process required with the picking, packing and delivery of the packed inventory in the final shipping boxes or containers, and is a key element of the dispatch of a Order Client Invoice (OCI).

Order processing operations or facilities are commonly called logistics distribution centres or packing bays. There are wide variances in the level of automating associated to the picking, packing and shipping process. Similarly, SapphireOne oversees these processes and they are generally referred to as Warehouse Management Systems (WMS).

The Sapphire Web Pack Packing Consignment function is contained in the Data Entry mode of the Sapphire Web Pack in Data Entry > Packing Consignment

Web Pack-Data Entry
Web Pack-Data Entry Menu-Packing Consignment

Once an item has been selected, SapphireOne will display the packing Packing Consignment screen. This functionality is for the selection of a container or containers for the ordered items, and as required the recording of the dimensions, weight and number of these containers.

Once the orders have been picked, they are then packed and sent to the clients.

Once the orders have been picked, they then have to be packed and sent to the clients. SapphireOne will display a list that has outstanding orders, OCI‘s and Purchased SCI’s in the data file.

Once an item has been selected SapphireOne will display the Packing Consignment screen as seen below. All the items on this screen are solely for the user to select the inventory items and pack them in to containers of some type. If more than 1 container is required for the order read below.

There are three items across the top of the screen.

  • Add Container – When the Add icon is selected, SapphireOne will add an additional container to the list.
  • Remove Container – If there is more than 1 container in the list, selecting the Remove icon will remove the selected container. Note that it will not remove the last container.
  • Authority to Leave – When this check box is selected, the customer will not have to physically sign for their items when they are delivered. Un-selected, the default, means that they will have to sign for their deliveries.
Entering the Container Attributes
  • Size Template – Select size template.
  • CTN – Select the CTN area to display the carton selection menu. The options are as follows.
    • CTN – By the carton which is the default option.
    • PAL – By the pallet usually about 1.2 by 1.2 meters.
    • SAT – By the Satchel.
    • BAG – By the bag.
    • ENV – By the envelope.
    • ITM – By the item.
    • JIF – By the Jiffy bag.
    • SKI – By the Skid, which is the oldest form of pallet. It contains no bottom deck, it’s easy to move/drag and requires less space when nested.
  • Length, Width & Height – Enter in the physical dimensions of the container. If its a pallet probably not required as it is a standard size.
  • Weight – Enter in the weight of the container when the items have been packed into it. This is important as most items are charged by weight when transported.
  • Items Quantity – This data field is immediately below the weight data field. Here enter the number of inventory items that are in each container.
    • The item quantity data field is directly linked to this area. When the number of inventory items in the containers is the same as the number in the order or sale this area will alter to display a green tick. This indicates that all goods have been allocated to a container.

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for anybody doing data entry within SapphireOne. Any data entry field that the user can type into using a keyboard, they can use this feature.

They can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client and they have just made a phone call to that particular client using the Softphone technology, this will automatically date and time stamp the contact and the phone number you called to. As soon as the call is completed or finished, the user has the ability to use the Speech to Text (Windows) function or Dictation (MacOS) function and dictate into the memo field of the CRM contact, adding as much description as they require.

This functionality applies across every single Data Entry screen. For example, if the user is entering a Vendor Invoice (VI) and they want to add a memo within the Vendor Invoice (VI), the user can simply dictate the memo. Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account when the user is completing data entry using a General Ledger, there’s always a unique memo field for each General Ledger account line, the user can utilise this feature to quickly add the information they need to add. Additionally, if you’ve got an interview with an employee and after the interview process is completed the user is able to make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool and it’s something that we at SapphireOne as well as our clients utilise daily. It is a massive timesaver. 

Inventory Items

  • ID – The Inventory ID is in the first column.
  • Desc – The Inventory description or name is next.
  • Unallocated – The field indicates how many inventory items have not been allocated to a container.
  • Box Columns – Each box in the consignment will have its own column
    • If there is only 1 box in the consignment there will only be the one column.
    • For 3 boxes there will be 3 columns and so on. Each column will display the number of inventory in each box.
  • Saving – When all is correct select the icon to save the packing of this Inventory Item.
  • Cancel – To cancel a packing Consignment process select the icon. SapphireOne will display the alert as seen below.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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