Navigation:  Admin > Packing Slip Templates

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.

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.

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.

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.