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How to generate packing slips for orders
How to generate packing slips for orders

Learn how to help your team prepare for orders, and save time managing your work day, through packing slips in Booqable.

Catrin Donnelly avatar
Written by Catrin Donnelly
Updated over 10 months ago

In Booqable, packing slips are printable and downloadable PDF documents, which provide all the essential information your warehouse or fulfilment team need to know to correctly pack a customers order.

Keep reading the article below to learn how to generate packing slips easily and instantly for any order.

How it works

Packing slips are generated automatically when you save or reserve a new order; and includes important information about a the order such as the individual product(s), quantity, customer details, and order details.

There are many useful functions of packing slips, and daily workflows in which they can be incorporated to make running your rental business even easier.

1. Bulk print packing slips at the start of each work day

1. You can start each work-day by checking the orders page of your Booqable account, and setting the date range filter as 'today'.

2. The orders for todays date will appear on the screen, which you can bulk select with the tick box button. Then press Actions and Download packing slips.

3. This will open up the bulk operation page, where you can find this process has appeared at the top of the list with a link to direct you to these Downloads.

4. Once you click this link, a PDF will open up with all the packing slips for the day. You can print out this document, or download to email to your staff.

2. Create custom fields to record warehouse location and packing instructions on your packing slips.

Creating custom product fields for your inventory allows you to record helpful information for your staff to package orders.

1. Learn how to create custom product fields, which are fields that appear on each product to record helpful information such as warehouse location, packing instructions, and cautionary handling notes appear on packing slips.

2. When you create your custom product fields, you can select for the information to appear on your packing slips, so you team can review these notes when packing each order.

You're all set!

You have now successfully learned how to generate packing slips for orders in Booqable.

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