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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.


The rules list

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

ColumnWhat it shows
NameThe short label packers see
TypeThe rule type (see below)
TargetWhat it applies to — a product/variant name, a category path, or “Every shipment”
ChecklistItem checklist — shown under the matching item; Order checklist — shown once for the whole shipment
ActionsEdit opens the rule form; Delete asks for confirmation then removes the rule

Rule types

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

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.

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).


Pack Perfect

Pack Perfect is coming soon! Email support@athousandapps.com to be added to the list and we’ll let you know as soon as it’s released.