Sales Order > Sales Order > Print Packing Slip

The Packing Slip is a document used by warehouse personnel to label the shipment that will be shipped together with the order to the customer. You can generate this document for a shipped sales order regardless of whether an invoice is generated for that shipment. The packing slip generated from the Sales Order module shows the Sales Order # as reference on the report's upper right hand corner. You cannot generate a packing slip for a sales order that is put on credit hold.

Note: You can specify printing options for packing slips in the Printing page of the SO Module Setup function..

To print a packing slip document, perform the following steps:

1.Access the Print Packing Slip function from the Documents group in the Reports main menu.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the report filters. Depending on the Sort By option you choose, you may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Mark any or all of the following checkboxes:

oShow Serial #

Mark this checkbox if you want to display the inventory items' serial numbers on the report.

oShow Lot #

Mark this checkbox if you want to display on the report the inventory items' lot numbers.

oShow Kit #

Mark this checkbox if you want to display on the report the inventory items' kit numbers.

oSuppress Background Color

Mark this checkbox if you do not want to print the report’s background color.

7.Select one of the options below:

•Active Customers Only

•Inactive Customers Only

•Active and Inactive Customers

8.Select one of the following options:

•Printed and Unprinted Packing Slips

•All Unprinted Packing Slips

•All Printed Packing Slips

9.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Print Packing Slip function also provides you with flexibility to perform the following:

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oSales Order #

AccountMate displays the Sales Order document when you double-click the SO # in the report.

oCustomer #

AccountMate displays the Customer Profile when you double-click the customer # in the report.

oItem #

AccountMate displays the Item Profile when you double-click the item # in the report.

Print Packing Slip

Print Packing Slip

See Also