How to send an order to the packing stage
To begin the packing process, an order must have already proceeded through the picking stage. See more on how to pick an order here
On your packing screen, select the packaging type using the drop down and enter the quantity of each line of stock to be packaged. Click the ‘Pack’ button to add the selected stock into the chosen packaging. Continue this until all lines have been packaged.
If you need to update existing packaging sizes, or add new ones, simply click the ‘Select Package Type’ dropdown, and click either the pencil edit icon or ‘Add New Package’. Give your shipping box a recognisable name and enter the height, width, length, and max weight.
All packaging details will be shown at the bottom of the screen. If you have remaining stock or wish to add any to existing packages, select the lines, enter the quantity, and click the ‘In Existing Box’ button, found under the select packaging type dropdown.
Once all stock has been packaged, select the ‘Ready to Ship’ button at the top right of your screen.
Your customer will automatically receive an invoice for all packaged stock, unless already done.
How to generate an Invoice for a Sales Order
At the time of finalising Packing stage, an invoice will be automatically generated. If you wish to do this earlier in the process, open a Sales Order from the Sales Order Management home screen. From this screen you can either; Delete the order, ...
How to send an order to the picking stage
You can easily manage the entire process of your sales workflow, including the picking stage. To do this, begin by creating an order or selecting a 'Draft' sales order from your list. You can see the order status in the far-right column on your ...
How to view your sales orders
You can access your Spenda account by visiting https://my.spenda.co/ Once logged in, select the module ‘Sales Orders’ under the ‘Selling’ column. On your dashboard you will be able to view all your orders, with the ability to filter via status, ...
How to send a sales order as a quote
Whether you are processing B2B sales from your online marketplace, or placing goods on backorder from the trading desk, Spenda's Sales Order Management software allows you to send your customer a quote of their order in just a few clicks. To do ...
About Spenda’s Sales Order Management tool
Spenda’s Sales Order Management System is a digital solution and online portal that enables businesses to easily manage pricing, distribution, payments and tracking of shipments. Consolidate orders sold in-store via point of sale, online or by a ...