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  3. Step 13: Packing and Shipping

Assign a Packing Slip Template to an Order

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