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Packing Slips Page

The Packing Slips page in the Lab Management Software (LMS) provides a centralized location for managing all aspects of order shipment, from creating packing slips to tracking shipments.

Main Features​

Overview​

  • List of all created packing slips
  • Filter packing slips by status
  • View key information: Clinic name, number of orders, creation date, status, and track & trace code

Packing Slip Details Page​

Clicking on an individual packing slip opens a detailed view, including:

  • Changelog of statuses
  • Track and trace information
  • Orders included in the packing slip
  • Shipping address
  • Billing address

Available Actions​

  • Print packing slip (A4 format)
  • Change status to "Sent"

Automated Status Updates​

The system automatically updates order statuses based on packing slip actions:

  • Creating a packing slip: All included orders are updated to "Ready for Shipping"
  • Marking a packing slip as "Sent": All included orders are updated to "Sent"

Clinic Notifications​

Keep Clinics Informed

When changing the status of a packing slip, you have the option to inform the clinic about the shipment via email, with the packing slip attached.

Creating New Packing Slips​

  1. Click "Add Package Slip" on the Packing Slips page
  2. View all customers with orders in "Produced" status
  3. Select shipping location (if multiple locations are available)
  4. Create the packing slip
  5. System redirects to the details page of the new packing slip
note

If there's only one shipping location available for the orders, the location selection step is automatically skipped.

Best Practices​

  1. Regularly review the Packing Slips page to ensure timely shipment of completed orders
  2. Use the filtering options to focus on specific statuses or date ranges
  3. Always verify the shipping address before finalizing a packing slip
  4. Utilize the clinic notification feature to keep customers informed about their shipments

Packing Slip Statuses​

Typical statuses might include:

  • Created
  • Printed
  • Sent
important

Ensure that status changes are promptly updated to provide accurate information to both the lab team and clinics.

Printing and Documentation​

  • Print packing slips on A4 paper for easy reading and filing
  • Consider printing an extra copy for internal records if needed

Track and Trace​

  • Enter track and trace codes as soon as they're available
  • This information is crucial for both the lab and clinics to monitor shipments
Customization

The exact layout and features of the Packing Slips page may be customized based on your lab's specific needs. Consult with LutraCAD support for potential adjustments to your LMS interface.

This documentation provides a comprehensive overview of the Packing Slips page in the Lab Management Software, covering its features, the process of creating and managing packing slips, and best practices for efficient shipment management. It emphasizes the automated nature of status updates and the importance of keeping clinics informed throughout the shipping process.