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Prepare and print staging lists
When to use it
Use this guide when you need to prepare and print staging lists.
Before you start
- Open Staging List from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
Viewing or downloading this information does not itself change the source records.
The selected product staging or order information is prepared for printing.
Lists show packing or shortage information. Printing/exporting does not approve dispatch; sending a notification contacts recipients without correcting stock.
Steps
- Open Dispatch → Staging List and set the dates, delivery slot, and customer group filters as needed.
- Choose View details to inspect a staging list’s products and related orders.
- Select the required staging lists and choose Print Staging Lists.
- Use Print Selected Orders in the order panel for an order-specific printout, or the details menu for PDF or CSV copies.
Screenshot to add: Staging List: prepare and print staging lists. Capture filename: images/prepare-and-print-staging-lists.png.
Restrictions
Check the selected dates and customer group before preparing produce. Printing a staging list does not approve or dispatch an order.
Troubleshooting
| What you see | What to do |
|---|---|
| Orders or products are missing | Check dates, delivery slot and customer group filters. Reload the list and inspect View details against the saved orders before assuming work is missing. |
| The printed/downloaded list has the wrong scope | Recheck selected staging lists or orders after changing filters. Choose the intended rows before Print Staging Lists, Print Selected Orders, PDF or CSV preparation. Check dates, references and quantities in the new copy. |
| An old list was used or shared | Have the order owner correct any wrong source quantities through the relevant order/dispatch guide, then refresh and prepare a new copy. Tell the packing team which version to use and review work already done from the earlier list. |