Clever Packing has been designed to sit between the standard processes of picking the items required for a sales order and shipping them out to the customer.

A Packing Order can be created in one of two ways: either manually in Business Central or via the Clever Packing Portal.

When creating a Packing Order manually in Business Central, an overview of the steps that should be taken is described below:

  • When processing a pick for a sales order in Business Central, all items must be picked into a container. Containers are part of our Clever WMS Containers. Please refer to the documentation for more information.

  • Populate the Current Pick Container No field.

  • Select the Add Package button. The most suitable packing type for the items within the container will be suggested.

  • Select the Add Package Content button.

  • Scan or enter the Item No into the package.

  • Enter the weight of the package.

  • Post the Packing Order.

  • The sales order may then be automatically shipped, depending on the option selected in Clever Packing Setup.