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Fulfillment plans that print a file attached to an order

It'd be nice to be able to have a fulfillment plan that automatically prints a PDF file attached to an order of a certain name. This could be used to have fully customizable packing slips, or I imagine it might be useful in other situations.

1 person likes this idea

Hi Joshua,

This should be possible! First, we have a feature called 'Smart Documents' (linked below) that allows you to create your own custom PDFs based on information in the system. Once a smart document is created, it can be added to a fulfillment plan so that those documents get generated with your other pick and pack docs. 

We also have the ability to use the API to get and attach files. We have one client in particular who uploads a document to every item receipt (regarding quality assurance information for those items). They then use a script to go and grab those files anytime the receipt is allocated to an order. Once it has the files, it attaches them to the order and they become available in the ship station UI. 

Hope this helps!!

How do we configure things such that a Smart Document will render per order of a fulfillment process and print when that order is packed?

The use case is gift messages that need to be separate from the packing slip.

Hey Andy,

You will make use of the record sort and sub sort fields within the smart document template. See this link:

You will want to set your main record type to fulfillment process so that the document is available to add to a fulfillment plan. You will want to base your sub-sort off of the order so that each order has it's own document page. 

To have it auto-print when the order is packed you will need to go to the document settings within the mobile app (from the more drop down) and set that document to "Show and Print". See more here:

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