The techOMS packing workspace allows you to manually allocate order lines into physical boxes directly within the application, eliminating the need for external systems. This workflow ensures accurate fulfillment by actively tracking packed quantities, capturing dimensions, and associating items with specific packages before final shipping.

This guide covers how to access the packing workspace, create packages, assign shipment lines, and successfully finalize the packing process.

	We highly recommend reading Understanding the techOMS Packing Module [Information] to fully understand the necessary account configurations, eligibility rules, and inventory impacts associated with this workflow.

TABLE OF CONTENTS

• Accessing the Packing Workspace
• Managing Packages
  • Creating a New Package
  • Editing or Deleting a Package
• Packing Shipment Lines
  • Packing Items
  • Unpacking Items
  • Moving Items Between Packages
• Finalizing the Packing Process
  • Completing the Packing Process
  • Processing the Shipment

Accessing the Packing Workspace

Before beginning, ensure your target shipment is eligible for manual packing by verifying it is in the Ready To Send, Packing, or Packed status. To easily locate your target orders, refer to How to find/filter Shipments [Step-by-Step Guide].

	Make sure that you are operating in the correct Account beforehand.

Click Shipments from the left menu under the Sales section.

Click on the specific Shipment # you need to pack.

Click Pack and Fulfill to begin the process.

If your shipment is in the Ready To Send status, click OK in the prompt to update the shipment status to Packing and access the workspace.

Depending on your shipment's current status, the workspace will adjust. If the shipment is already in the Packed status, you can skip directly to the Processing the Shipment section of this guide.

Managing Packages

Once inside the packing workspace, you must define the containers that will hold your items. You can repeat the package creation, editing, and deletion procedures described below as many times as necessary to structure your shipment.

Creating a New Package

Click Add within the Packages section.

In the resulting dialog box, enter the following fields and click Save:

• Container Number: Enter a unique alphanumeric identifier for the box.
• Tracking Number (Optional): Input the carrier's tracking sequence for this specific box.

	While a Tracking Number is optional during the initial package creation, it is strictly mandatory to complete the final fulfillment step. If you do not assign a tracking number now, you must add one later before the system allows you to finalize the shipment.

• Weight, Length, Width, and Height: Specify the physical dimensions and weight of the package.

The new package will now appear in your active package list, ready to receive items.

Editing or Deleting a Package

To modify an existing container, click Actions for the desired package:

• Select Edit to update the package properties.
• Select Delete to remove a container entirely.

	Deleting a package will automatically unpack any shipment lines associated with it, returning them to the main queue.

Packing Shipment Lines

With your packages created, you can now move individual items from the open shipment into their respective containers.

Packing Items

In the Packages section, click on the specific container you want to fill. It will be highlighted to indicate it is the active package.

Review the Shipment Lines grid on the left side of the screen and click the Pack button next to the specific SKU you want to process.

In the assignment dialog, enter the precise item Quantity you are packing into this container.

Click Pack to confirm the action.

The system instantly updates the Remaining Quantity for that shipment line, and the items are now visibly nested under the selected package in the workspace.

Unpacking Items

If you make a mistake or need to remove an item from a package, you can unpack it to return the quantity to the main shipment queue.

In the Packages section, select the target package to view its packed contents.

Click Actions next to the specific Package Line you wish to modify.

Select Unpack from the menu.

In the resulting dialog box, enter the specific Quantity to remove and click Unpack to confirm.

Moving Items Between Packages

You can transfer packed items directly from one container to another without unpacking them first.

In the Packages section, select the source package to view its packed contents.

Click Actions next to the specific item line.

Select Move from the menu.

In the resulting dialog box, select the Target Package, enter the Quantity to transfer, and click Move to confirm.

Finalizing the Packing Process

After all shipment lines have been successfully allocated to their respective packages, you must finalize the workflow. This is a two-part process depending on your current shipment status and tracking number assignments.

Completing the Packing Process

Once your physical packing is complete, you must record the action to update the shipment status. Verify that all required items are packed and that the Remaining Quantity for the overall shipment is completely resolved, then:

Click the Complete Packing button at the top of the workspace.

Confirm your decision in the system prompt.

The shipment safely progresses to the Packed status.

Processing the Shipment

To officially conclude the workflow, you must process the shipment.

Ensure every utilized package has a corresponding Tracking Number assigned.

	If you need to add one, click Actions next to the targeted package in the Packages section, select Edit, enter the Tracking Number, and save the information.

Click the Process and Fulfill button at the top of the workspace.

Confirm your decision in the final system prompt.

The Shipment and its Order are now marked as Shipped. For more details on how these status changes affect your inventory, refer to Understanding Inventory Levels and Order Status Impact [Information].