Packing Slip Templates

Navigation:  Admin >

Packing Slip Templates

Previous pageReturn to chapter overviewNext page

The Templates guide walks through the general setup of your Packing Slip Templates.

In this Template section, you will learn how to:

Add a Packing Slip Template

Edit a Packing Slip Template

Delete a Packing Slip Template

These changes can be accomplished by Administrative Level 1 users only.

To Access the Template Tab:

1.Choose the Admin Tab.

2.Choose Templates (This is also called Edit Packing Slip Templates). The system will go to the Packing Slip Template List screen.

Note: Templates work in conjunction with the Customer Tab - Report Setups - Packing Slip Templates. If you need details on the Customer section,  go to Customer - Report Setups.

Admin-Templates-TopView

The general layout of the Packing Slip Templates List screen is:

1.Add to create a new Template.

2.Edit to make changes to an existing Template.

3.Delete to delete a Template.

4.Close to leave the Template screen.

To Add a new Template, click on the Add Icon and the system will go to the New Packing List Template screen.

PackingSlipTemplate-MainView

To View a Template on a Packing Slip:

1.Highlight the template to be viewed (Example: White Building Template).

2.Click on the Edit button and the system will go to the Packing Slip Template screen.

PackingSlipTemplate-ViewingTemplateWithEdit

This is a Packing Slip Template being used for Two Ship to Company information address. The shipping notes for this Template is set up to "Show" Shipping Notes. To view a packing slip in an order, go to the Find Order screen.

PackingSlipTemplate-ViewingTheTemplate