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      Packing Slips
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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 package.

          • Packing slips can be added to Work Orders and digitally signed by your customers.
          • They can be emailed to your customers at any step to update customers on order progress.
          Email Settings

          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.

          For information on how to create and use packing slips, see the packing slip instructions in the following articles:

          • Create a Packing Slip
          • Add an Image to a Packing Slip
          • Combine Multiple Packing Slips into a Master Packing Slip
          • Finalize Packing Slips
          • Sign Packing Slips
          • Send Customers an Email Update on their Orders
          Some Parts Not Done Invoicing:

          In order to complete parts that may appear to be stuck in Invoicing:

          1. Click on the Shipping Tile from your Steelhead Homepage.

          2. Click on "All Packing Slips", and then click "Has Parts Not Done Invoicing".
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          3. Scroll down and look for the red triangle Warning icon. Clicking it will open up a dialog box, which explains why parts cannot be invoiced and gives possible corrections.
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          4. Click on the green icon, "View Part Invoicing Status."
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          5.Select the checkbox next to the parts you want to complete, then click "Update to Done Invoicing" button.
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          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 would need to be unracked/unseparated before they enter shipping.

          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.

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