Overview

The Pack and Ship process creates a Shipment record from allocated Sales Order Lines, recording the outbound inventory movement for each packed product. This article covers Pack and Ship for organizations using the standard cost inventory valuation method.

If your Sales Order is to be fulfilled via a Drop Ship Purchase Order, the steps in this article are not required. When a Drop Ship Purchase Order is received in full, the Shipment record is created automatically and the record Type is set to Drop Shipment. See Process a Drop Ship Purchase Order for more information.

In this article:

• Before You Begin
• Pack and Ship a Sales Order

Before You Begin

• Before packing a Sales Order, allocate the Sales Order Lines that will be included in the shipment. See Allocate Inventory to a Sales Order (Standard Cost).
• You can allocate the full quantity up front. Any amount you don't pack on one shipment stays allocated and available to pack on a later shipment for the same Sales Order.

Pack and Ship a Sales Order

1. Navigate to Accounting Home > Create Entries > Orders > Sales Orders.
2. Select a list view other than Recently Viewed.
3. Select the Sales Order.
4. Click the Billings & Shipments tab.
5. In the Shipments related list, click New.
6. Complete the required fields, including carrier and ship date.
7. Click Save. The Shipment screen displays.
8. Click Pack. The Pack screen displays the Sales Order Lines that have an allocated (reserved) quantity not yet packed. 
9. For each line you want to include in this shipment, enter the amount to ship in the Quantity Packed field. Quantity Packed is blank by default, and you can enter any amount up to the full remaining allocated quantity. A line is included in this shipment only if Quantity Packed has an amount greater than 0. Any amount you don't pack now stays allocated and is available to pack on a later shipment for the same Sales Order. Quantity Packed is the Pack screen's label for this field; the same field appears as Quantity Shipped on the Shipment Line record, in reports, and in list views. Serialized products use a per-unit quantity entry instead of Quantity Packed. See Pack Serialized vs Non-serialized Products (Standard Cost) for details.
   Note: Select Pack? as a shortcut to fill Quantity Packed with the full remaining allocated quantity for that line. Clearing Pack? clears the quantity back to blank. Click Pack All to do this for every line at once, or Clear All to blank every line's quantity and clear every Pack? checkbox.
10. Click Save & Refresh to save your entries and reload the screen, for example to continue packing additional lines from the same allocation. Click Save & Complete to save your entries and return to the Sales Order.
11. To create a packing slip, click Create Packing Slip.

Note: This generates a PDF preview that you can save and print.

The packing slip filename follows this format:

<Customer Name>_<Sales Order #>_<Shipment #>_<Current Date Time>.pdf

Example: ABC Company_SO-00336_SP-00040_05-21-2026_09:10_AM.pdf

The date and time display based on your locale. The filename is limited to 255 characters; names that exceed this limit are truncated.

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