Share Finished Good Document Packets

How are Document Packets Created?

Document packets are automatically created as soon as you select ‘Share’, using the data you have associated with your finished good product. However, the best practice is to check that your document packet is set up to contain the correct information before sharing. This article will show you how to create and then share finished good document packets.

How to Share a Finished Good Document Packet

Step 1: Navigate to the Items Supplied TraceStation for the finished good product using one of the following options:

Option 1: Navigate to the Supplier Management > Items Supplied sub-tab, locate your finished good product, and click the edit icon.

Option 2: If you are already in your Finished Good record, select 'View Items' under 'Associations' > 'Items Supplied'.

Step 2: Select the hamburger menu and select ‘Share Documents’.

Step 3: Choose between sharing as an email and sharing using PassThru (recommended option). Click 'Next'.

Step 4: For either option, select the desired documents to include in your packet and click 'Next'.

Step 5:

• PassThru: Click ‘Create’ to zip the files into a packet, which will be added to the ‘Documents’ section of the TraceStation and become available to PassThru to TraceGains Gather®.
• Email: Select the desired Email Profile, then click ‘Send Documents’.

Troubleshooting

Don’t see the document(s) you were expecting?

Follow these to ensure proper associations before sharing:

Step 1: Navigate to the finished good item TraceStation by navigating to the Items sub-tab, filtering by Item Group="Finished Goods", and select the edit icon for the desired product.

Step 2: Check that all partners are associated via Associations > Partners > 'Add Partners'. Select additional partner(s) you want to associate with the finished good product, then click 'Add Selected'. 

Step 3: Check that all item components are included via Components > 'Add Items'. While there, review the list of item components and potential suppliers that contribute to the finished good. Select any additional item components for the finished good as needed.

Next Steps

When you have successfully shared the required documents, you may still need to edit partner records, item information, or other attributes related to your Finished Good. Read other articles in this section for assistance.