## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/es-mx/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Packages

The Packages module allows you to create and assign package slip numbers to the items in your sales orders and keep track of your consignments when they are shipped.

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### Packages Workflow

![Package workflow](/inventory/help/images/flow/zom-package-flow.png)

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### Creating packages

There are two ways in which you can create a package in Zoho Inventory.

##### Quick-create a package

*   Click the **(+)** button next to the **Packages** module on the side bar.

![info](/inventory/help/images/sales-orders/package-increase.png)

*   Select a customer name from the dropdown.
*   Choose a sales order for which you want to create a package. Upon doing so, the all items in the sales order will be automatically populated in the new package.

> **Note:** Only confirmed sales orders will be shown in the dropdown. If the sales order is in draft, please convert it to confirmed and then try associating it to a package.

*   If you choose to select or scan items from the sales order, the quantity to pack will increase accordingly.
    
*   Enter the package number and select the date. (**Tip:** By default the package number is auto-generated. To enter your own package number, click the gear icon next to this field and select **I will add them manually each time**.)
    
*   Record any internal notes for your reference.
    
*   Click **Save** to successfully create a package.
    

##### Create a package from a sales order

*   Click the **Sales Orders** tab.
*   Click open the sales order which has items to be packed.
*   Click on the **New Package** option in the SO or click **Create** and select **Package** from the dropdown menu.

![Image showing the package creation options](/inventory/help/images/sales-orders/package-create-button.png)

*   A new window to create a package will appear.

![New package creation page](/inventory/help/images/sales-orders/package-new-page.png)

*   Enter the package slip number.
*   Enter the date of packaging the products.
*   Configure the items the quantity to pack.
*   If you have enabled advanced inventory tracking in packages, you can select the serial/batch numbers for the items here.
    *   Click the **Select serial numbers** or **Select batch numbers** option below the quantity.
    *   Select the serial or batch numbers of the items to pack and click **Save**.

![Serial/batch tracking](/inventory/help/images/sales-orders/pkg-advanced-inventory-tracking.png)

**Insight:** To enable tracking in packages, purchase receives and sales return receipts, go to _Settings_ > _Preferences_ > _Items_. Under _Advanced Inventory Tracking_, choose **Track in packages, purchase receives and return receipts** option.

*   Record any internal notes for your reference.
*   Click **Save** to successfully create a package.

> **Note:** You can create multiple packages for a single sales order.

### Status of packages

A package goes through 3 phases - packaging of items(creation), shipment and delivery. Hence we have 3 statuses for a package. They are:

*   **Not Shipped -** This is a package that has been created and is awaiting shipment.
*   **Shipped -** The package advances to the shipped status as soon as a shipment order is created for it.
*   **Delivered -** When the package reaches the customer, it becomes delivered. You can also mark a package as delivered for a manual shipment.

### Managing your packages

*   Navigate to the **Packages** module from the left hand side bar.
*   Open the preferred package by selecting it.
*   On the top band of the package slip, you will find some tools that will help you manage this package.

Using these tools you can,

*   edit a package.
*   printing a package.
*   save a **PDF** copy of your package slip.
*   ship the package manually or via a carrier.
*   delete the package.

They have been covered in detail in the shipments page.

### Importing your packages

> **Prerequisite:** Before importing, ensure that the sales order and items associated with the package already exists.

To import packages into your Zoho Inventory account:

*   Navigate to the **Packages** tab and select the List View.
*   Click on the Menu icon.
*   Select **Import Packages** option from the drop down.

![Importing option of packages](/inventory/help/images/sales-orders/package-import-1.png)

*   You will be directed to a page where you can upload the file to be imported.

> **Note:** From here you can download a sample file to check the proper format for upload and ensure your package file matches that format, or directly proceed to upload that file.

![Import packages page](/inventory/help/images/sales-orders/package-import-2.png)

Learn in detail the steps to [import](/es-mx/inventory/help/import-export/import.html) a file in Zoho Inventory.

### Exporting your packages

*   Navigate to the **Packages** module from the left hand side bar.
*   Click the **More** icon.
*   Select **Export Packages**. Your packages will now be exported to your preferred format.

![Exporting packages and shipments](/inventory/help/images/sales-orders/package-shipment-export.png)