Packing, expiry dates and dispatch

The last two steps before the goods leave: packing the batch and shipping it. Both are short once the earlier steps are clean.

Last updated: 4 November 2026

Packing

1. Open Packing Station. The Pending Pack list shows batches that are ready.
2. Choose the batch and click to confirm packing. Enter the packed quantity and the manufacturing date.
3. Check the expiry date. It fills in as three years from manufacture. Change it if your product has a different shelf life.
4. Optionally note cartons and units per carton.
5. Click Confirm Packed & Shift. The quantity moves to finished-goods stock.

If you pack only part of the batch, the rest stays on the list as partly packed.

Reject or undo

• Reject: for damaged units. Enter the quantity and the reason.
• Undo: reverses a packing action done by mistake. Stock goes back. Both are recorded in the audit log.

Dispatch

1. Open Warehouse & Dispatch. Ready to Dispatch lists orders with finished stock.
2. Click Dispatch on the order.
3. For each item, enter the quantity going out on this trip. Leave the full quantity to ship everything.
4. Enter the carrier and the tracking or LR number, and choose the payment mode if you are collecting payment now.
5. Confirm. Stock is deducted by exactly the quantity shipped.

If something remains, the order stays in the list with Remaining to Ship.

Mark delivered

When the party confirms receipt, click Mark Delivered. The order moves to delivered.

Wrong dispatch?

Open the deliveries log and void that trip with a reason. Stock returns and the order owes that quantity again. The payment recorded with that trip is reversed.

Locked orders

An order may be locked by sales until payment arrives. The warehouse screen shows the reason. Ask sales to unlock it.

Common mistakes

• Dispatching more than is packed. The system only lets you ship what is in stock.
• Entering the same tracking number for two trips. Each trip keeps its own record, so enter the new one.