Zoho Inventory Packages vs Shipments: Key Differences and Best Practices
At Technofog, we help businesses get the most out of Zoho Inventory, and one of the most common questions we hear is: What’s the difference between Packages and Shipments in Zoho Inventory?
This Zoho Inventory Packages vs Shipments guide will walk you through what each term means, how they fit into your order fulfillment workflow, and how to use them effectively to streamline operations.
What Are Packages in Zoho Inventory?
In Zoho Inventory, a Package represents the grouping of items from a sales order for shipping preparation. It’s the first step in the fulfillment process after confirming a sales order.
Key Features of Packages
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Created from Sales Orders – Select specific items to be packed together, with the flexibility to create multiple packages for a single order.
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Detailed Package Info – Record dimensions, weight, and parcel type for accurate shipping calculations.
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Package Status –
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Not Shipped – Package created but awaiting shipment.
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Shipped – Shipment order generated.
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Delivered – Package has reached the customer.
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No Direct Shipping – Packages must be linked to a shipment to proceed.
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Package Slip Generation – Easily generate PDF package slips for customers.
Example:
If a customer orders five items, you can create two packages—one with three items, another with two—each with its own weight and dimensions.
What Are Shipments in Zoho Inventory?
A Shipment in Zoho Inventory is the actual process of delivering one or more packages to the customer, complete with carrier details, tracking numbers, and delivery updates.
Key Features of Shipments
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Creation Methods – Create from a package or directly from a sales order.
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Multiple Packages in One Shipment – Combine several packages in a single shipment to save costs and simplify logistics.
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Shipment Details – Includes shipment order number, carrier, ship date, and tracking number.
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Customer Notifications – Automatically notify customers when a shipment is created or delivered.
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Real-Time Shipping Rates – Retrieve and compare rates from integrated carriers like UPS, FedEx, or EasyPost.
Example:
Using the packages from the previous example, you can combine them into a single shipment, assign a tracking number, and notify the customer.
Zoho Inventory Packages vs Shipments: A Side-by-Side Comparison
| Aspect | Packages | Shipments |
|---|---|---|
| Definition | Groups items for shipping preparation. | Delivers one or more packages to the customer. |
| Purpose | Organizes items for dispatch with weight/dimensions. | Manages logistics, carrier selection, and delivery tracking. |
| Creation | From sales order (before shipment). | From a package or sales order. |
| Status | Not Shipped, Shipped, Delivered. | Shipped, Delivered. |
| Carrier Integration | No direct integration. | Supports carrier integrations. |
| Customer Notification | Package slips. | Automated delivery notifications. |
| Documentation | Package slip PDF. | Shipment order with tracking details. |
Best Practices for Zoho Inventory Packages and Shipments
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Use Carrier Integrations – Automate tracking and rate calculations.
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Group Packages into Shipments – Save on costs and simplify delivery.
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Enable Notifications – Keep customers informed for better service.
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Track Package Status – Avoid delays by monitoring pending packages.
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Consult Experts – Work with Technofog for customized workflows.
How Technofog Helps You Master Zoho Inventory Packages vs Shipments
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Custom Implementation – Tailored setup for your business workflow.
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Integration Support – Connect with carriers and e-commerce platforms.
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Staff Training – Teach your team to manage packages and shipments effectively.
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Automation – Reduce manual work with auto-fulfillment and notifications.
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Ongoing Support – Keep your system optimized for peak performance.
Conclusion
Understanding the Zoho Inventory Packages vs Shipments distinction is critical for efficient order fulfillment. Packages prepare your items, while shipments handle the actual delivery. By leveraging both effectively—and with Technofog’s expert support—you can improve efficiency, cut costs, and boost customer satisfaction.
Ready to optimize your Zoho Inventory process?
Contact Technofog today for a consultation or demo.