Packing Slips
Packing slips are printed documents included with delivery and shipped orders. They list the order contents, customer information, and any special instructions. Packing slips help your team verify that the correct items are packed and give the customer a record of what they ordered.
When to Use Packing Slips
Packing slips are generated for:
- Local delivery orders -- Included in the delivery bag for the driver to hand to the customer.
- Shipped orders -- Included inside the shipping package.
- Curbside pickup -- Attached to the order bag for staff to verify before handing off.
Accessing Packing Slips
Packing slips are accessed from the Order Detail Page:
- Navigate to Orders and open a specific order.
- Click Print Packing Slip in the actions toolbar.
What's on a Packing Slip
A standard packing slip includes:
Header
- Store name and logo
- Store address and contact information
- Order number and date
Customer Information
- Customer name
- Delivery or shipping address
- Phone number
- Any delivery instructions entered by the customer
Order Details
| Column | Description |
|---|---|
| Item | Product name and any variation details. |
| SKU | Product SKU for verification. |
| Qty | Quantity ordered. |
| Weight | Weight per unit (for cannabis products). |
Packing slips do not show prices by default. This is a common preference for delivery orders where a receipt is sent separately.
Footer
- Special instructions or notes
- "Packed by" field (filled in by the packer)
- Barcode of the order number (for scanning)
Printing Packing Slips
Single Order
- Open the order.
- Click Print Packing Slip.
- The packing slip is sent to the configured thermal printer for output.
Packing slips are formatted for thermal printer output, similar to receipts. They print on your configured receipt or label printer, not a standard office printer.
PDF Download
If you need to save packing slips digitally:
- Open the print preview.
- Instead of printing, choose Save as PDF from the print dialog.
- Save the file for your records.
Packing Workflow
A recommended workflow for packing delivery and shipping orders:
Step 1: Print Packing Slips
Print packing slips for each order as they are prepared.
Step 2: Pick Items
Use the packing slip as a picking list. Gather all items listed on each slip.
Step 3: Verify
Check each item against the packing slip. Confirm quantities and variations match.
Step 4: Pack
Place items and the packing slip in the delivery bag or shipping box.
Step 5: Sign Off
Write the packer's initials in the "Packed by" field on the slip. This creates accountability.
Step 6: Dispatch
- For local delivery: Add the packed order to the appropriate route.
- For shipping: Apply the shipping label and hand off to the carrier.
Reprinting a Packing Slip
If a packing slip is damaged or lost:
- Navigate to the order detail page.
- Click Print Packing Slip.
- The slip is regenerated with the same information.
Packing slips can be reprinted at any time, regardless of order status.
Packing Slips vs. Receipts
| Feature | Packing Slip | Receipt |
|---|---|---|
| Purpose | Verify packing accuracy | Financial record |
| Prices | Not shown by default | Always shown |
| Tax breakdown | Not included | Included |
| Payment info | Not included | Included |
| Printer | Thermal printer | Receipt printer (thermal) |
Both documents are generated from the same order. They serve different purposes and are not interchangeable.
Best Practices
- Always include a packing slip -- Even if the customer receives a digital receipt, a physical packing slip helps verify order accuracy.
- Use the "Packed by" field -- If a packing error is reported, you can trace it back to the packer.
- Check your printer -- Test print a packing slip after changing settings to verify formatting.
- Archive for compliance -- In regulated industries, keep copies of packing slips as part of your audit trail.
What's Next?
- Routes -- Organize deliveries into routes before printing packing slips.
- Delivery Zones -- Set up the zones that determine delivery availability.
- Shipping Zones -- Configure shipping for mail-order.
- Drivers -- Manage driver accounts for local delivery.