Assign a Packing Slip Template to an Order

A packing slip is a form for customers to be aware of the items that are contained in the box in which they ordered.

Assign a Packing Slip Template to an Order

You can assign a Packing Slip Template to an Order record. This template will be used when creating Packing Slips for the Order during Fulfillment.

NOTE: During Fulfillment, you can also choose to override any Packing Slip Template assigned to orders. 

 

Assign a Packing Slip Template to An Order

If you are assigning a Packing Slip Template to an existing Order, the order must be in a status of "On Order" meaning it has not yet been processed.

1. Access the “Order” table. Two methods:
   - From the Dashboard: Click the “Account Management” tab, click the “Order” App, then click the “Order” Table.
   - From the Quick Actions shortcut: Press a dot (period) on your keyboard, then select “Order” from the list of Quick Actions.
   
   
2. If you are creating a new order:
   - Click the Create New button. 
   - Select the Templates tab at the bottom of the window.
   - In the Packing Slip Template field, select the Packing Slip Template to be used for the order.
   
   If you are editing an existing order that has not yet been processed:
   - Select the Order for which you want to assign a Packing Slip.
   - Click the Edit button at the bottom of the Order.
   - Select the Templates tab at the bottom of the window.

   - In the Packing Slip Template field, select the Packing Slip Template to be used for the order.

3. When you are finished with the Order, click Save.

NOTE: To edit the Packing Slip Template on multiple orders, you may want to use Bulk Edit.