Does your shipping department need a solution for generating packing slips? OrangeCRM has the answer! A new option has been added to the Summary of Fulfillments report that will allow you to print packing slips from the batch detail view. This post will cover how to access and print packing slips, how to define what is populated on the packing slip and how to grant user access to the print packing slip feature.
To access packing slips, go to the Summary of Fulfillments report and drill in until you get to the batch detail view (shown below).
Then, simply click on the Print link and a new PDF document will open containing the packing slips for that fulfillment batch. The PDF can then be printed and saved. A sample of what the packing slip looks like, along with definitions of the fields on the packing slip is pictured below.
To make it easier to match each packing slip to the correct fulfillment, the last 10 digits of the Fulfillment GUID are automatically populated on the packing slip. To get the full benefit of this, we recommend that you setup your fulfillments to also include the last 10 digits of the Fulfillment GUID. For Generic Delimited Build File fulfillments, the field name is Request GUID – 10. For XML Build File and Web Site Post fulfillments, the field name is %REQID-10%.
You define what is populated in the quantity Ordered/Shipped, Item Number and Item Description via the “Pkg” fields on a Billing Plan or a Fulfillment.
To grant user access to the print packing slip feature, the following two security roles are required: MenuCustomer & BankAccess. If you need access to the packing slips, please contact your OrangeCRM administrator.
For assistance please feel free to contact our support desk at (770) 227-0036 Ext 1.