Steps to Create Pack Order and Pack Movement

Introduction

AgriChain enables you to efficiently manage packing workflows by creating Pack Orders and recording Pack Movements against it. This guide outlines the steps required to create a Pack Order and Pack Movements. 

Steps to create a Pack Order

1. Log in to AgriChain using your credentials.
2. From the left-hand menu, navigate to the Order module.
3. Select the ‘Pack Order’ tab.
4. Click on ‘+ Pack Order’ to initiate a new pack order.
5. Fill in all required pack order details in the form. Refer Article: [Pack Order Form]
6. Click ‘Continue and Review’, then click ‘Save’ to complete the creation process.
7. The newly created Pack Order will now appear under the Pack Order tab.

Pack Movements

A Pack Movement will always start with an 'Empty' status (empty container) and as commodities or items are packed into containers, transition to a 'Packed' status (packed container).

Depending on your operations, there are multiple ways to pack containers using AgriChain.

• Scenario 1: If packing containers using the AgriChain Mobile App, first upload your Empty Containers against the relevant Pack Order then proceed to pack containers on the mobile app.
• Scenario 2: If packing containers using the AgriChain Web App (not mobile), first upload your Empty Containers against the relevant Pack Order. Then use the 'Pack and Ship' feature to individually record the packing details against each container.

Steps to create an Empty Pack Movement (Upload Empty Containers)

1. Select the relevant Pack Order from the list to view its details.
2. Go to the ‘Pack Movement’ tab within the order page.
3. Select the 'Empty Container Template' option to download the CSV file.
4. Complete the CSV file as follows:
   • Ensure container names are unique.
   • Fill in the first three columns accurately – these fields are mandatory.
5. Once done, return to AgriChain and upload the completed CSV file by selecting the 'Upload Containers' option.
6. After upload, each container will appear as an 'Empty' Pack Movement.

Steps to Packing Containers

Scenario 1

If packing containers using the AgriChain Mobile App, first upload your Empty Containers against the relevant Pack Order then proceed to pack containers on the mobile app. Refer Article: [Steps to Create Pack Movements]

Scenario 2

If packing containers using the AgriChain Web App (not mobile), first upload your Empty Containers against the relevant Pack Order. Then use the 'Pack and Ship' feature to individually record the packing details against each container.

To pack a container using the 'Pack and Ship' feature:

1. Open each listed movement individually.
2. Click the three-dot menu and select 'Pack and Ship'. Alternatively, the same form can also be opened using the Add buttons in the Outload or Pack sections.
   
3. Fill in the form with the required Details.
   • Ensure to nominate the 'Pickup Storage' as this represents the physical outload of stock from storage into containers.
     
4. If you want to pack and ship the container at one go, that is the packed container is leaving the packing site immediately, check the Pack and Ship checkbox:
   • This will display additional fields.
   • On submission, the system will:
     • Fill Outload details from storage,
     • Add Packing details into the container, and
     • Automatically create a container movement (freight movement).
       

5. If you only want to Pack the container (without shipping), leave the checkbox unchecked.
   • On submission, the system will:
     • Fill Outload details from storage, and
     • Add Packing details into the container.
       

6. Once the details are saved, the Movement Status will update to ‘Packed’ in both the cases.
7. Repeat this process for all containers associated with the Pack Order.

FAQs

What is a Pack Order in AgriChain?

A Pack Order is a type of order used to manage the packing of commodities or items into containers. It helps track the movement of goods from storage to a container for export or delivery purposes.

Can I upload multiple pack movements at once?

Yes, you can bulk upload pack movements using a CSV template. Download the template from the Pack Movement tab, fill it with required details, and upload it back into the system.

What fields are mandatory in the Pack Movement CSV?

The first three columns in the template are mandatory. Ensure container names are unique and all details are accurately filled in.

I uploaded my file but don't see any movements listed. What should I check?

Make sure the container names are unique and no required columns are left blank. Also, confirm that the CSV file matches the provided template format.

Can I edit a Pack Movement after uploading?

Yes, you can click into each movement individually to update the outload and packing details.

What does it mean when the movement status shows 'Packed'?

This means that the outload and packing details have been successfully entered and saved for that container movement.

Can I split pack loads or edit quantities later?

No, splitting is not available in Pack Orders. Each container is treated as a separate movement and must be managed individually.

I don’t see the email pop-up after submitting the Pack Order. Why?

The email notification pop-up appears only if the "Show Email Pop-up" setting is enabled for your company. Contact your admin if you think this should be enabled. However, you can send later. Refer Article: [How to Send Email?]

What should I do if I encounter an error while uploading the CSV?

Check that all required fields are completed, no extra columns are added, and the file format remains as CSV. If the issue persists, contact AgriChain Support with a copy of the file.

How can you contact AgriChain Support for further assistance?

To raise a support ticket, simply click the ‘?’ Help button located at the top-right corner of your screen. From there, choose ‘Contact Us’ to get in touch with our support team by filling the details.