Packing Slips and Picklists play essential roles in the Sales Order process. Each document serves distinct purposes, and knowing when and how to use them can significantly enhance operational efficiency.
What are Packing Slips and Picklists?
Packing Slip: This document is primarily utilized by the warehouse team to gather and pack items for delivery. It is most effective in larger warehouses or where there are dedicated packing teams. Importantly, the Packing Slip includes the components required for assembly items, aiding in shipment preparation.
Picklist: The Picklist identifies which items need to be physically picked for the dispatch of an Order's Shipment, but does not include detailed component breakdowns for assemblies.
When to use Packing Slips and Picklists
Use Packing Slips when:
You need to show assembly components for picking and packing.
Creating customer-facing shipping documentation.
You need Never Diminishing Products (NDPs) to appear on the document
Use Picklists when:
You're performing warehouse picking operations.
You want a simplified view of items without assembly breakdowns.
You're managing picking routes or zones in your warehouse.
📌Note: NDPs are not included on Picklists as they cannot be added to shipment transactions.
Generating Packing Slips and Picklists
Packing Slips and Picklists can only be generated from a Sales Order and Shipment, respectively.
Sales Order Packing Slips
Navigate to Sales > Sales Orders.
Open the relevant Sales Order.
Click the Print dropdown button.
Select Packing Slip to generate a packing slip.
The document will generate as a PDF for printing or saving.
Shipment Picklists
Navigate to Sales > Shipments.
Open the relevant Shipment.
Click the Print dropdown button.
Select Picklist to generate a picklist.
The document will generate as a PDF for printing or saving
🤓 Tip: Generate a Combined Picklist to optimise picking processes for mutliple Shipments.
Bulk Printing
To print individual Packing Slips for multiple Orders:
Navigate to Sales > View Sales Orders.
Select multiple records using the checkboxes.
Click on the action cog in the header, and choose Print Documents.
Select "Packing Slips".
A Packing Slip will be generated for each selected Sales Order, and will be available to download in a single PDF document.
To print individual Picklist for multiple Shipments:
Navigate to Sales > View Shipments.
Select multiple records using the checkboxes.
Click on the action cog in the header, and choose "Print Picklist".
A Picklist will be generated for each selected Shipment, and will be available to download in a single PDF document.
Customising Document Templates
Both Packing Slips and Picklists can be customised using Doc Designer. To access template customisation:
Navigate to Settings > Doc Designer.
Select the document type you wish to customise.
Use the template editor to adjust layouts, add components, or modify fields.
Save and publish your changes.