A pack records how picked stock was put into cartons or pallets for a sales order: how many packages, which carrier and tracking number, and how much of each line went in. The page says: "Packs cartonize picked stock. Packing does not move stock; the stock OUT happens at shipment."
Packing is optional and only possible after a pick list is finished. Use it when you need a packing record before shipping.
Who uses it: warehouse operators and managers in the order's warehouse.
Where to find it
| Screen | How to open it | URL |
|---|---|---|
| Pack list | Sidebar Sales / Fulfillment → Packing (page title Packs) | /inventory/packs |
| Pack detail | Click a pack number, or Create pack on a picked pick list | /inventory/packs/{id} |
You see the menu item when your plan includes sales fulfillment and your role has View sales orders & fulfillment. There is no New button: packs are created from a pick list.
Screen tour
The pack list
| Column | Meaning |
|---|---|
| Pack # | PACK-<pick number>, for example PACK-PICK-SO-000032. Click to open. |
| Sales order | Internal number of the order (#15). |
| Carrier | Carrier typed on the pack, or —. |
| Status | Draft or Packed. |
Newest first; 50 most recent. No search, filters or export. Empty state: No packs — "Create a pack from a picked pick list."
The pack detail page
| Area | What it shows |
|---|---|
| Header | Pack number and status. |
| Panel | Sales order (link) and Pick list (#n). |
| Form (until packed) | Carrier, Tracking #, Packages. |
| Lines table | Item (#id), Lot / Serial, Picked, Packed (input until packed). |
| Action bar | Save pack, Mark packed, then Go to order to ship. |
| Field | Required | Rules / defaults | Notes |
|---|---|---|---|
| Carrier | No | Up to 100 characters. | Shown in the pack list. Not copied to the shipment. |
| Tracking # | No | Up to 100 characters. | For your reference. |
| Packages | No | Whole number, at least 1. Default 1. | Number of cartons/pallets. |
| Packed (per line) | — | 0 up to the picked quantity. Pre-filled with the picked quantity. |
Create a pack
- Open a pick list with status Picked (Picking).
- Click Create pack. You see "Pack created." and the pack opens as Draft.
Only lines with picked quantity are copied, keeping their lot/serial.
| Message | Cause |
|---|---|
| "Pick list n must be picked before packing …" | The pick list is not finished. |
| "Pick list n already belongs to an active pack." | A pack already exists for it; open it from Packing. |
| "The pack could not be created." | Any other failure. |
Record packing
- Fill in Carrier, Tracking # and Packages.
- Check each line's Packed quantity (pre-filled with Picked).
- Click Save pack. You see "Pack saved."
You cannot pack more than picked: "Cannot pack 12 for line 7: only 10 picked." Other failures show "The pack could not be saved."
Mark packed
- Click Save pack first. The pre-filled figures are only on screen until saved; Mark packed uses saved quantities.
- Click Mark packed and confirm the dialog ("This completes the current fulfillment step. Review the recorded quantities before continuing.").
- You see "Pack marked packed." The pack is locked.
What happens:
- Each order line's Packed quantity is set from the pack.
- The order becomes Packed when every line's packed quantity reaches the ordered quantity, otherwise Packing.
- When connected to SolaCount, a Package packed event is recorded (no journal). Missing matches block the step.
Failure: "The pack could not be marked packed."
Go to order to ship
On a Packed pack, click Go to order to ship (needs Create & post shipments (stock OUT)). The sales order opens; click Create shipment there (Shipments).
Statuses and lifecycle
| Status | Meaning | Allows |
|---|---|---|
| Draft | Created, editable. | Save pack, Mark packed |
| Packed | Finished and locked. | Go to order to ship |
There is no cancel or delete button for packs.
Permissions
| Role | View | Create, save, mark packed | Go to order to ship |
|---|---|---|---|
| Owner, SolaStock Administrator | All warehouses | Yes | Yes |
| Inventory Manager, Warehouse Manager, Warehouse Operator (scoped) | Assigned warehouses | Yes | Yes |
| Inventory Viewer (scoped) | Assigned warehouses | No | No |
| Custom role | View sales orders & fulfillment | Create packs & record packing | Create & post shipments (stock OUT) |
Worked examples
Example 1: one pallet
PICK-SO-000031 (50 cartons of water) is Picked. Omar Haddad clicks Create pack, enters Carrier "Aramex", Packages 1, leaves Packed 50, Save pack, Mark packed. SO-000031 becomes Packed, Progress "Packed 50 / 50". He clicks Go to order to ship.
Example 2: partial pack across two pallets
PICK-SO-000032 picked 114 cartons of water and 2 scanners. The truck only fits 100 cartons today.
- Create pack → lines: water Picked 114, Serial #91 Picked 1, Serial #92 Picked 1.
- Omar sets Packages 2, Carrier "Own fleet", water Packed 100, scanners 1 and 1. Save pack.
- Mark packed → the order shows Packing (water packed 100 of 120). He goes to the order and creates the shipment; note that the shipment covers everything still unshipped (see Shipments).
How it connects
- Source: a Picked pick list.
- Next: Shipments via the sales order.
- No stock movement; Current Stock is unchanged.
- SolaCount: Package packed event only (SolaCount integration).
Tips and common problems
| Problem | Cause | Fix |
|---|---|---|
| Order shows Packed 0 after Mark packed | Pre-filled quantities were never saved. | Click Save pack before Mark packed. |
| Carrier is empty on the shipment | Pack carrier and tracking are not copied. | Re-enter them on the shipment's Carrier tab. |
| "already belongs to an active pack" | A pack exists for this pick list. | Open it from Packing. |
| Go to order to ship is greyed out | No shipment permission. | Ask a colleague who can ship. |