Open a Pack-Out
You can open a pack-out in either of these ways:- From a visit: Tap the pack-out action in the visit’s actions. Your company names this action, for example Pack Out or Add Short Dated Stock.
- From a visit task: Open a task that asks for a pack-out.
Record a Pack-Out
After you tap Add, record the pack-out in this order:1
Choose a Principal and Category
Both fields are required. The Category options depend on the Principal you choose.
2
Take the Before Photo
Under Before Photo, tap Tap to capture. The pack-out moves to In Progress.
- Short Dated Stock doesn’t need a before photo.
3
Scan Each Product
Tap Scan, and point the camera at the barcode.
- Tip: If a barcode is damaged, tap Barcode damaged? Enter manually, and confirm.
4
Enter the Product Details
Check the Barcode, set the Expiry date, and enter Quantity (cases). Then tap Save.
- Short Dated Stock also has an optional Quantity (units).
5
Take the After Photo
When you’re done scanning, capture the After Photo.
6
Tap Save
You see “Pack Out saved”. Cases Packed Out totals automatically from your scanned items.