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Packing Slips
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A Packing Slip is a document that includes the complete list of items included in a shipment.
- Packing Slips can be created from Sales Orders in the Shipping Dashboard modules, when you check the box next to the job you need a Packing Slip for:
- They can be emailed to your Customers at any step related to shipping to update Customers on order progress.
- In the Shipping Dashboard sidebar menu, open "Configuration" and click Email Settings to format default messages and preferences for email from every stage of shipping:
* Once a Packing Slip is created, it can be opened in the Shipping Dashboard with the expanding window icon to modify or add information such as uploading a file:
See "Using the Shipping Dashboard" for more information.
If you are unable to send email from a certain stage (i.e. "Packing Slip Draft"), it may be that your Email Settings are not configured to allow it. Read the "Email in Steelhead" article for more information.
- When completed, they can be used to create Invoices.
Packing Slip Line Info:
In order to have your Packing Slip lines and Invoice lines match, you need to make sure that the Parts are unracked or unseparated before they enter Shipping.
- If they are still on a Rack, the racked Parts will be on a separate line on the Packing Slips, since Packing Slips pull their information from Parts.
- The Invoices pull their information from the Sales Order Lines, so they will not match up if Parts are separated.
The quantity would not match up if the Parts are separate if you create the Invoice from the Packing Slip since they pull their information from different locations.
- In order for them to match up, the Parts may need to be unracked/grouped before they enter shipping.
Your packing slip will display the net weight, which is the weight of the items being shipped. Other amounts to keep in mind are the tare weight, which is the weight of the shipping vehicle when empty, and the gross weight, which is the combined weight of the vehicle and shipment.
Serial Numbers:
When you email a Packing Slip for serialized Parts, each Part will be on a separate line which will include the serial number of the Part.