Use Packages in Warehouse to review package-related sales items by client, package name, and sales order number. Warehouse and sales users use this list to identify products that are on hold or not yet allocated, then focus their follow-up on the relevant package records. You can search, filter, adjust the list layout, and export the displayed results.
Workflow
Open Warehouse, then select packages to display the package list.
Packages
Decide whether you need a specific package or a broader list review.
To find a known record, enter a client, package name, sales item, or sales order number in Search.
To apply the available list criteria, select Apply filter.
Review the visible columns, including Client, Package name, Sales item, Sales order no., and delivery information.
Tip: Search for the sales order number when several packages have similar names.
Decide whether the current list layout is suitable for your review.
Select Standard Layout to return to the standard list arrangement.
Select Columns Chooser to choose the columns needed for the current review.
To create a layout, select Add Layout, enter a value in Layout name, and select Save.
To save changes to the selected layout, select Update Current.
To remove a layout that is no longer required, select Delete Current.
Packages
When the displayed list is ready for sharing or further analysis, select Export.
Note: Export only after applying the required search, filter, and column layout so that the exported result contains the intended package records.
On Hold Products
The on hold products tab contains package-related product records currently shown as on hold. Use the Client, Package name, Sales item, and Sales order no. columns to identify the affected customer package and its related sales order. Review the delivery indicator to distinguish records that have already been delivered from those requiring attention.
Unallocated Products
The unallocated products tab contains package-related products that are not allocated. Use this tab to review the client, package, sales item, and sales order information for products requiring allocation review. Search and filtering can help narrow the list to a particular client or order.
Examples
A warehouse user needs to review packages for a customer before discussing an outstanding order with the sales team.
Open Warehouse and select packages.
Enter the customer name in Search, then select Apply filter.
Review Package name, Sales item, and Sales order no. to identify the customer’s package records.
Select the on hold products tab and review any products listed there for the customer.
Select the unallocated products tab to review products that are not allocated for the same customer.
Select Columns Chooser if additional visible list columns are needed for the review.
Select Export to produce an extract of the filtered package list for follow-up.
Tips
Tip: Use a saved layout when you regularly need the same package columns for operational reviews.
Warning: Selecting Delete Current removes the current layout. Use it only when the layout is no longer needed.
Troubleshooting
Symptom
Likely cause
Fix
The expected package is not visible.
The current search or filter is too restrictive.
Clear or revise Search, then select Apply filter again.
Important package information is not shown in the list.
The current layout does not include the required columns.
Select Columns Chooser and adjust the visible columns, or select Standard Layout.
Layout changes are not retained in the current layout.
The changes have not been saved to the selected layout.
Select Update Current. For a new layout, use Add Layout, enter Layout name, and select Save.
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