Packing Slips

    Packing Slips


    Article summary

    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
    • 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:

    Some Parts Not Done Invoicing:

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

    • Click on the Shipping Tile from your Steelhead Homepage

    • Click on "All Packing Slips", and then click "Has Parts Not Done Invoicing"
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    • 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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    Click on the green icon, "View Part Invoicing Status."
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    Select the checkbox next to the parts you want to complete, then click "Update to Done Invoicing" button.
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