Packing Slip

Packing Slip #

Unique identifier. Enter # to auto-generate. Once saved, the number is permanent.

Customer

The customer for this shipment. Selecting a customer filters the Invoice lookup to show only that customer's invoices. An alert icon appears if the customer has a staff alert message — click it to view the alert.

Alert Icon

Click the alert icon to view the customer's staff alert message.

Ship to

Shipping address (multi-line, editable). Auto-populated from the linked invoice's ship-to address, or falls back to the customer's billing address if no ship-to is set.

Order #

Sales order number(s) associated with this shipment. Multiple orders are comma-separated. Read-only when populated from the invoice.

Invoice

The Invoice this packing slip fulfils. Selecting an invoice auto-populates all line items, the reference, carrier (from Ship Via), and the ship-to address. Changing the invoice reloads all items.

Reference

Reference string for cross-referencing or notes (optional).

Store

The store shipping the goods. Changing the store validates that all items are stocked in the new store — unstocked items are automatically removed with a warning.

Ship Date

The date the goods are shipped. Defaults to today.

Waybill

Carrier waybill or tracking number (up to 20 characters).

Carrier

Shipping carrier name (e.g. "FedEx", "Canada Post"). Auto-filled from the invoice's Ship Via field.

# Pieces

Number of packages/pieces in the shipment. Defaults to 1.

Status

Shipment lifecycle status:
• Pending — Slip created, not yet shipped. Default for new slips.
• Picked — Reserved status (currently disabled in the UI).
• Shipped — Goods have been shipped. Can also be set via the "Set Shipped" button.

Note: Once a slip is posted, its status cannot be changed. A posted slip cannot be set back to a non-posted status.

Items

Item Number — Enter or look up an item. Only sold and stocked items are accepted. Discontinued items are rejected. When loaded from an invoice, items are pre-populated.
Description — Auto-filled from the item master. Can be overridden. Double-click for a multi-line editor (up to 4000 characters).

Size

Selling size (Each, Case, etc.). Dropdown from the item's defined sizes.

Quantity — Quantity ordered/requested for this line.
Shipped — Quantity actually shipped. Editable to record partial shipments.

For serialized items, entering or changing the quantity opens the Add Serial dialog to select specific serial numbers from available inventory.

Item Count

Read-only sum of all item quantities across all lines.

Set Shipped

Marks the packing slip as "Shipped". Prompts for confirmation. If the slip is already shipped, an error is displayed. The slip must be saved before setting to shipped.

View Serials

Opens a read-only dialog showing all serial numbers assigned across all lines. For items with serialized tracking, displays each serial number alongside its item. Serial numbers that have not yet been assigned are shown as blank entries, allowing you to assign them. Click OK to save any serial changes.

Save

Saves the packing slip.

Undo

Reverts changes since the last save.

New

Opens a blank packing slip.

Delete

Deletes the packing slip.

Copy

Duplicates the packing slip.

Groups

Assign the packing slip to security/data groups.

Print

Prints the packing slip.

Email

Emails the packing slip as a PDF.

OK

Saves and closes the screen.

Cancel

Closes without saving changes.

The most common workflow is to create a packing slip from an existing invoice:

1. Open the Invoice and click the Packing Slip button.
2. A new Packing Slip opens pre-populated with the invoice's customer, address, items, reference, and carrier.
3. Adjust shipped quantities if doing a partial shipment.
4. Assign serial numbers for serialized items.
5. Enter waybill and carrier details.
6. Save and print the slip for the warehouse.
7. Click Set Shipped when goods are dispatched.