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How does the packing process work in the WMS App?

Shopify — When a packing process starts after picking, how you pack products into boxes, finish via the checklist, and pause a packing process.

After picking, the WMS App moves on to the packing process: You pack the products into boxes, create documents and a shipping label, and ship the order. Whether this step takes place at all and how you get into it depends on the picking type.

When a packing process takes place

  • Batch picking and Single item orders picking – The packing process is a fixed part of the workflow.

  • Single picking and Cluster picking – The packing process is optional and disabled by default. With cluster picking, you pack directly into the box while picking without it, so a second pass is not needed. You can activate it for each picking type using the setting Additional packing process after picking.

If you can't find a packing process after picking, this is usually the reason: The setting is not active. You can read where it is located and what it does in How do I configure Pickware WMS in the Pickware Admin?.

Getting into the packing process

How you get into the packing process differs depending on the picking type:

  • Single picking – If the additional packing process is active, the app moves seamlessly into the packing process after picking, without an intermediate screen.

  • Batch picking – After you have confirmed the orders to be picked, the app switches to the packing overview. There you see a progress ring with the number of orders and products as well as the list of all products to be packed. You start via Start packing.

  • Cluster picking – You see a list of orders and enter the box and the quantity directly for each order or each product.

  • Single item orders picking – Also via Start packing. Since a scan directly corresponds to an order here, the allocation to boxes is not needed.

Packing products

In the packing view, you capture the products by scanning or via the search field Search products, select the box, and confirm the quantity. Once a product is completely packed, it is marked in the list.

If mandatory scanning while packing is set for your user, tapping does not confirm a product, and the quantity can only be increased by scanning. You then scan every product and every additional unit. You can read how to set up mandatory scanning in How do I manage users and user roles for Pickware WMS?.

For the last open product of an order, the confirmation turns into the action Complete box. This finishes the box and takes you to the checklist.

If you pack order by order, you can also split a shipment into multiple parcels and complete each parcel individually, on the iPhone as well as on the iPad. You can read how this works in How does packing at the packing table work in the WMS App?.

The checklist for completion

After Complete box, a checklist guides you through the remaining steps. Only the steps that are active in your configuration are displayed. In the checklist you see:

  • the packed products of the order

  • the parcel

  • the created documents, for example the delivery note

  • the shipping label

If the options Require weighing while packing or Require a parcel photo while packing are active in the WMS configuration, they are added as two additional separate steps in the checklist — weighing the parcel and taking the parcel photo. If both options are inactive, the steps do not appear at all. For weighing, a parcel scale must already be connected — you can find details in How do I use a parcel scale in the WMS App?.

If you have created shipping boxes as shipping material, the step Box is also added, between the documents and the weighing. There you select the box used from the list or scan it. If none fits, you enter the dimensions of your own box via + Custom box. The dimensions of the box are then already available at the shipping label. If Require shipping box selection while packing is active in the WMS configuration, you can only continue with a box; otherwise the step can be skipped. Details can be found in How can I create shipping boxes and select them when packing?.

For the shipping label, you check the shipping method, dimensions, and weight and create it via Create shipping label. The app shows you the created label. Via Ship you complete the order and move on to the next one.

Which documents are printed and when the shipping label is created

When order documents and the shipping label are created, you set for each picking type under Settings → Extensions → Pickware WMS, using the settings Shipping label creation and printing and Document creation and printing, for example After completion of packing.

Together with the timing, the setting Confirmation when creating shipping labels at the very top of the Picking section takes effect:

With Create shipping labels fully automatically, the label is created and printed at the set time without any further interaction.

With Show shipping label creation view before creation, you first check the shipping method and shipping address and trigger the creation yourself.

An exception applies if a parcel is heavier than the maximum parcel weight stored for the shipping method. In that case, the app does not create the shipping label itself, even with fully automatic creation, but opens the window for creating the shipping label with the note Heavier than the maximum parcel weight of … above the weight. There you correct the weight or deliberately create the label with the higher weight via Create shipping label.

Document printing per shipping method

Which documents are created during picking and packing, you define per shipping method: under Settings → Shipping → [Shipping method] in the section WMS document printing. With the amount 0, the document in question is not printed. The setting only applies to orders with this shipping method. Orders from Shopify often have the shipping method "Default"; check the setting there in that case.

New documents with every delivery

The WMS App deliberately creates a new delivery note and a new shipping label for every delivery, because a partial delivery, for example, has different quantities and a different weight. If you additionally create the same documents via Flow, they are printed twice.

Picking and packing are separate steps. If you scan the barcode of a picklist, the app starts the picking of this order, not the packing process. You only get into the packing process once the order has been picked in the app, as described above under "Getting into the packing process".

Pausing and resuming a packing process

You can put a packing process on hold at any time and resume it later. In doing so, a document is printed that lists the remaining products; by scanning the barcode printed on it, you resume the process.

You can find all processes via the tabs at the bottom of the screen:

  • Open – not yet started

  • Paused – put on hold, can be resumed

  • In progress – currently being processed

  • Picked – packed, waiting for documents or shipping

Workflow depending on the packing mode

With batch picking, you use the setting Packing mode to define the order in which packing takes place: Product-by-product (the collected products are assigned one after another to the boxes of the individual orders) or Order-by-order (one order is packed completely before the next one begins). How does packing for batch picking work in the WMS App? describes the workflow for Product-by-product in detail.

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