Packing List Report

The Packing List report includes information about items from an order that are contained within a package being shipped to a customer. This is often printed and included inside the package for the customer to see when it arrives.

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In the Reports module, you will need to select a Ship Number and click the GENERATE REPORT button the first time you open this report to see anything. In addition to the Reports module, you can access this report in the Shipping module. Click on a shipment, and then click the More button in the action bar. Click Reports to bring up two options. Select Packing List, and it will generate a report for the shipment you clicked on.

The Packing List report initially displays the following sections by default:

• Order # - The order number this shipment is associated with. By default, this is the sales order number or purchase order number generated by Fishbowl Drive. But there is a feature in the Optional section that lets you use the customer PO/SO number instead.
• Date - The month, day, and year (MM/DD/YYYY) the order was shipped. If the shipment hasn’t yet been made, this section will be blank.
• Bill to - The customer’s address to send bills to for the order.
• Ship to - The final destination of the item(s) in the order. By default, this will be the Ship To address in the Shipping module. But there is a feature in the Optional section that lets you use the Ship To address in the Sales Orders module or Purchase Orders module the order was created in. Most likely, those two addresses will be the same, but you have the option to select one or the other if there is a discrepancy.
• Carton Count - The number of packages being shipped.
• Date Scheduled - The month, day, and year (MM/DD/YYYY) the order is scheduled to be shipped by.
• FOB Point - The Free On Board Point that was selected for the order.
• Shipping Terms - The timeframe in which the carrier is to be paid.
• Carrier - The party that is responsible for shipping the item(s) in the order.
• Order Num - The sales order number or purchase order number the shipment is associated with.

If you’ve set a logo and main contact phone number in the Company section of the Settings module, they will appear on the top-left of the report. The month, day, and year (MM/DD/YYYY) on which the report was generated are on the bottom-left. The page number appears on the bottom-right.

To the right of the report, you will find a number of options to customize the information contained in the report.

Required and optional

The Required section has a single dropdown menu: Ship Number. This allows you to generate a Packing List for any shipment you have created, even if it’s different than the one you’re currently looking at in the Shipping module. As mentioned above, this will have to be filled out first in the Reports module to generate a report.

The Optional section is below the Required section. It includes the following fields to modify the report:

• Contact to Show - A dropdown menu that lets you change the Ship to section above to contain one of two options:
  • Address Name - The Ship To address in the Shipping module. This option is the default if nothing is selected.
  • Sales Order Contact - The Ship To address on the sales order or purchase order the shipment is for.
• Order Number - A dropdown menu that lets you change the Order # section above to contain one of two options:
  • Customer PO Number - The customer PO/SO number associated with the order. This will most likely be different than the order number in Fishbowl Drive.
  • SO Number - The sales order number or purchase order number generated by Fishbowl Drive for this order. This option is the default if nothing is selected.
• Title - A textbox that lets you enter a report title. You can call it something generic like “Packing List” or something more specific like “[Customer]’s Packing List.” The title will appear on the top-right of the report.
• Show Backordered Items - A checkbox that enables items that are not currently in stock, but have been reordered, to appear on the Packing List. However, this will only take effect if you click the Item Number checkbox in the Columns section below.
• Show Shipping Service - A checkbox that adds Ship Service in between Carrier and Order Num in the report. This identifies the shipping service provided by the carrier to deliver the item(s).
• Show Barcode - A checkbox that places a barcode near the top of the report, which can be scanned to pull up the Packing List report on a mobile device.
• Show Package Info - A checkbox that adds a variety of information to the report about the package(s):
  • Carton # - The identifying number of each package in the shipment.
  • Weight - The total mass of each package, along with its unit of measure.
  • Tracking # - The tracking number provided by the carrier for each package being shipped.
  • Total Weight - The total mass of all packages in the shipment, along with its unit of measure.
  • Carton Count - The total number of packages in the shipment.
• Show Company Name - A checkbox that places your company name on the top-left of the report.
• Show Order Notes - A checkbox that adds a Notes line under the Bill to address containing any notes written in the Details tab of the order’s entry in the Sales Orders module or Purchase Orders module.
• Show Tracking - A checkbox that adds a Tracking column under the Carton Info section showing what tracking criteria have been assigned to each item.

You can click the Select All Optional checkbox to check all of the checkboxes in the Optional section. That will do everything listed above in the Optional section except for what is in the three textboxes/dropdown menus. Those can only be modified manually.

Columns

The Columns section enables you to add the following parts to the report:

• Description - A checkbox that adds a column to the left of the Tracking column showing the description of the item from the Edit Sales Order Item wizard in the Sales Orders module or the Edit Purchase Order Item wizard in the Purchase Orders module.
• Qty Ordered - A checkbox that adds a column in between the Description and Tracking columns showing how many units of each item are in the shipment.
• Qty Shipped - A checkbox that adds a column in between the Qty Ordered and Tracking columns showing how many of the units in the order have been shipped.
• Line Number - A checkbox that adds a number to the left of each item in the shipment indicating its relative position and the total number of items in the shipment.
• Item Number - A checkbox that adds an Item column in between the Line # and Description columns showing each item’s name.
• Qty Remaining - A checkbox that adds a column in between the Qty Shipped and Tracking columns showing how many units of an item have yet to be shipped.

Click the Select All Columns checkbox to check all of the checkboxes in the Columns section. The Packing List report doesn’t have the option to add custom fields. Nor does it have the ability to create different themes and layouts, like you can in the Sales Order report.

To apply your changes and see what they look like in the report, click the GENERATE REPORT button on the bottom-right. And follow the directions at the top of this article to save your changes to a Preset.