Packing Slips
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      Packing Slips | Walkthrough

      The new Packing Slips feature enables users to print packing slips directly from account transactions. These slips can be handed over to the warehouse team, streamlining the shipping process for greater efficiency.

      In this article

      Overview

      Version Specifications

      Key Features & Capabilities

      Configuration 

      Permissions

      Workflows

      Account Summary

      Account Maintenance

      Video Walkthorugh

      Overview

      The new Packing Slips feature enables users to print packing slips directly from account transactions. These slips can be handed over to the warehouse team, streamlining the shipping process for greater efficiency.

      Users can access the option to print packing slips via the Aged Debtors tab in the account maintenance form or through the Account Summary Detail screen. A PDF slip will be generated containing the accountholder information, transaction date and ID along with the relevant product information. 

      Specifications

      Version: 4.8.0.0

      Released: TBC

      Product: Backoffice 

      Key Features & Capabilities

      • Generate PDF packing slip from account transactions

      • Create multiple packing slips simultaneously using our multi-select transaction feature from the account maintenance window.

      Configuration

      There is no configuration required to access Packing Slips. 

      Permissions

      • Accounts & Memberships > View Accounts


      Workflows

      A common workflow that will benefit from the packing slip feature is in retail settings, such as bottle shops. In instances where a customer orders a large quantity of products for future delivery, the packing slip serves as a crucial tool to verify that all purchased items are included in the shipment

       Account Summary Window

      The user can access  packing slip printing from the Account Summary Window. 

      This feature is designed to work in a retail environment, so It's worth mentioning that any saved table transactions listed in the account summary will only  print the products contained within that specific transaction, not the entire table. 

       

      Account Maintenance Window

      The user can also print packing slips directly from the Account Maintenance window, within the Aged Debtors tab. 

      Multi select is available by utilizing the CTRL key when selecting transactions from the list.

      Due to the nature of the aged debtor tab, only account payments and account charges are listed here. Meaning any transaction that is finalised through cash or EFTPOS will not be available through this workflow. 

      Video Walkthrough