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Packing Slip Creation

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To add a touch of personalization when shipping, you can customize your packing slips with a wide range of options within ShippingEasy. Follow along to explore easy ways to customize packing slips. Keep in mind if all you want to do is add your logo to your packing slip, or include a custom message at the bottom, you don't need to create a custom packing slip, as those are included in the default template and customized on a store by store basis in the store settings section. If you don’t use packing slips or are happy with our default packing slip designs, you can skip this section.

If you prefer, feel free to watch the short video that covers the information in this section and follow along on your account:

 

Selecting a Size

First, navigate to the settings page using Settings in the top right. Select Packing Slip Templates on the left side of the page. You can also click the link below to access the settings menu: https://app.shippingeasy.com/settings/templates/packing_slips

Click Add New on the right side and give your template a name.

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Use the drop-down menu to select your size and layout. Use ‘Packing Slip’ if you are using a full-size sheet of paper, and ‘4x6’ if you are using a half sheet of paper, or a thermal label printer with 4x6 sized sticky paper.

packing_slip_2.PNG

Creating Your Template

Start by clicking the “load default” button to load the default packing slip for the type you selected to get acquainted with how the template editor works.

Packing slips are comprised of variables, which are indicated by the double braces {{ }}. Anything between the double braces is information pulled from somewhere else: store settings, order information, or recipient information. The first word of the variable indicates where the information is coming from. For example, {{store.logo}} means your logo will be pulled from your store settings.

packing_slip_3.PNG

To add a variable to the template, click your mouse where you want the variable to go, then open the variables on the toolbar in the editor as indicated in the image below.

- The shopping cart contains store variables, which are customized in the store settings for each store.

- The Rolodex card contains recipient variables, This is information the customer has supplied, which include address, name, and email address.

- The wrapped gift contains the shipment variables. This contains everything from the requested shipping service to order total.

packing_slip_4.PNG
The large variable in the middle of the template is the list of line items. By default, it contains the line items of the order, sorted by name, with columns that contain the sku, quantity, item name, price, and total, which is price multiplied by quantity.  This variable can be customized, check out how to do so here.

packing_slip_5.PNG
You can begin to create your vision of the perfect packing slip within the editor now that variables are understood. Using tables on the toolbar is a great way to sort information within the packing slip. Keep in mind the dimensions of the packing slip template you’ve selected, as the 4x6 template does not have a lot of space available.

Preview Your Packing Slip

The “Preview” button will show you a generic preview of your created packing slip, but if you want to see how it looks with all your customized information from your stores, such as logo and packing slip message, we recommend going to the orders page and generating a packing slip with an existing order. Save your work using the “Save” button in the bottom right. Navigate to packing slip settings here and select your saved packing slip as the active one for domestic and international.

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It can take some tweaking to make your packing slip perfect, and the more you use it the more comfortable you’ll get with making it look how you want it to look. Remember, you don’t have to use variables for everything; you can include your own images and messaging that aren’t tied to the store settings, recipient, or shipment information.

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