Packing Rules

The Packing Rules page manages the checklists packers see in the
warehouse app when packing a shipment. Each rule is one checklist item —
“check the item for damage”, “include the packing slip”, “take a photo” —
applied to a product, a variant, a category, or every shipment.

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The rules list

Tabs filter the table by where rules apply: All, Variants,
Products, Categories, and Order shipments.

Column	What it shows
Name	The short label packers see
Type	The rule type (see below)
Target	What it applies to — a product/variant name, a category path, or “Every shipment”
Checklist	Item checklist — shown under the matching item; Order checklist — shown once for the whole shipment
Actions	Edit opens the rule form; Delete asks for confirmation then removes the rule

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Rule types

Type	What the packer sees
Generic	A plain checkbox reminder — “check for damage”, “add a flyer”, etc.
Send customer email	A reminder to contact the customer about the shipment
Take picture	A photo requirement — the packer photographs the item or shipment in the app; the upload satisfies the rule
Add print item	A PDF to print and include (upload the PDF on the rule’s edit screen) — e.g. a warranty card or return form
Print shipping label	A reminder to print and attach the shipping label
Critical shipping requirement	A must-not-miss check — always applies to the whole shipment

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Where rules appear

• Product, variant, and category rules normally appear on the matching
  item’s checklist when a shipment contains that item.
• Ticking “Applies to the whole shipment” on a rule moves it to the
  order checklist instead — one check for the shipment rather than one per
  item.
• Order shipment rules always appear on the order checklist, for every
  shipment.
• Critical shipping requirements always live on the order checklist —
  they’re too important to bury under one item.

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Managing rules

Click New Packing Rule to create one — see Creating and Editing Packing
Rules for the full field walkthrough. Use Edit to change a rule and
Delete to remove it (you’ll confirm first).

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