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

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