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Packing Slip Creation

Created:   |   Updated:

ShippingEasy makes it easy to build custom packing slips that meet all your needs.

Video Walkthrough:

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

 

 

Step by Step Guide:

Packing slips only need to be created or edited if none of the ShippingEasy default packing slips meet your packing slip needs. To see the defaults or create a new one, go to the packing slips section in the settings page:

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Click the new template button to reach the packing slip creation section. For information on setting up the packing slip settings, check out the guide.

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Be sure to check the prebuilt templates to make sure there is not one that already contains the information you are looking for in your packing slip:

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To edit one of the prebuilt templates, click modify template below the preview on the right side of the screen:

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To create a template completely from scratch, click “Start with a Blank Template” at the bottom of the menu on the left:

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Inside the template editor you have a toolbar at the top with standard editing tools, but the main thing to check out is how variables work. Variables are pieces of information pulled from either store, customer, or order, and appear between double braces within the template editor:

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The variables are on the toolbar under the Shopping Cart, Rolodex, and Gift Icons:

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To add a variable to your packing slip, move your mouse cursor to where you want it to be, and select the variable from the drop down. It will be added to wherever the mouse cursor is.

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.

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You can preview the packing slip using the preview drop down in the top right:

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Give the packing slip a name, and set it as a default if needed at the bottom of the page:


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Hit create template to save it and you’re done!

 

Further Reading:

How can I customize a Packing Slip template with Variables?

Packing Slip FAQs

How are my Variables on my Packing Slip Mapped?

Packing Slip Settings


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