Doc Summary 
This guide will help you set up trays (like boxes or crates), register them into your system, print barcodes, and track their delivery using our Tray Tracking App.
1. Create a Tray (Box, Crate, or Other) #
Where to go:
Distribution › Settings › POD Settings
Steps:
- Look for “Packaging Types”
- Add a new tray (example: Box or Crate)
- Check the boxes for “Track” and “Scan Barcode”
- Click Save
This tells the system you want to track this tray type using barcodes.
The system will automatically create a matching inventory item behind the scenes.
2. Add a Vendor for the Tray #
Where to go:
Stock › Vendors/Suppliers › List
Steps:
- Click Add Vendor
Fill in vendor/supplier name and details
(This is who supplies the trays.)
3. Set Up the Tray Details
Where to go:
Stock › Ingredients › List
Steps:
- Find the tray you created (it may look like Box_(PT))
- Click the pencil icon to edit
- Change the name if needed
- Link it to the vendor/supplier you created earlier
- Fill in other details like Item Name, Price, etc.
4. Make a Purchase Order for Trays #
Where to go:
Stock › Vendors › Shopping List › Purchase Order
Steps:
- Click the Purchase Order button
- Add the tray item, quantity, cost, and expected delivery date
- Save and Place the order
This step tells the system you are expecting trays to arrive.
5. Receive the Trays into Your Inventory #
Where to go:
Stock › Vendors › Receive Goods
6. Print Tray Barcodes
Where to go:
Distribution › Dispatch › Scanned Packaging
Steps:
- The system automatically creates barcode numbers (starting at 100000000001)
- You can get the barcode list and format it for printing
- You can use Excel or Google Sheets to create a barcode
- Set font to Libre Barcode 39
- Print and stick the barcode on the tray
7. Create a Packing Slip with Barcodes #
Where to go:
Distribution › Settings › Packing Slip Template
Steps:
- Create a new template (name it “PS Template” for example)
- Turn on Track Package Barcode visibility in “Header Visibility”
- Save the template
This packing slip will now show the tray barcode for tracking.
8. Assign the Packing Slip to a Customer #
Where to go:
Gear › Batch Edit › Customer Addresses
Steps:
- Find the customer
- Turn on Packing Slip
- Double click under the packing slip column
- Choose the PS Template you made earlier
Done! Now your trays can be tracked when they are delivered to this customer.
What Happens Next? #
Once trays are created and barcoded:
- They can be scanned during delivery
- Trays can be tracked and traced with the Tray Tracking App
- Proof of Delivery (PoD) can include tray barcode records
