Pick Slip

Understand where to generate a pick slip and how to customize one to ensure you present the information that is most relevant to your operations.

A pick slip is a detailed document that can be printed out to assist in the picking process. This document outlines the product information and quantity to be picked for an order.  

How to generate a pick slip?

A pick slip can be generated from three different locations which include: the View Order page, Edit Order page, and from the dropdown on the Search Orders page

We will go through how to find the pick slip from each place. 

1. View Order Page 

Click Search Orders and then find your desired order. From there click View Order by using the drop down arrow.

On the view order page there is a button title View Pick Slip, if you click that the pick slip will download to your computer in PDF format. 

2. Edit Order Page 

To view from the Edit Order Page you will take the same steps but rather than clicking View Order you will click Edit Order. 

3. Search Orders Page

You can also view the pick slip directly from the Search Orders page. All you need to do is click the drop down and select View Pick Slip. 

Here is an example of what a pick slip may look like, however it can be different based on how you customize the columns for your business!

 

Customizing a Pick Slip 

Your account will be set up with a default Pick Slip template. As a business, you may want certain fields present on your Pick Slip.

Customize what values are on your Pick Slip by going to Settings, then clicking on Inventory. Scroll down until you reach the column for Pick Slip. Click on Edit button to customize.

To remove columns, simply click the trash can icon on the right-hand side. Choose the fields you'd like to show in each column by clicking in the cell for all available values to appear. You can then modify the column width based on the amount of information each column will contain. Please note the column width total must add up to 100%, otherwise the customization selections won't save. You can also choose the justification of the information within the column. Click Save in the bottom-right corner to preserve your customizations. 

To adjust how different labels are named, including column titles, navigate back to Settings, then Template Translations. Select your language of choice from the Language drop-down menu, then select Order Pick Slip from the Document drop-down menu. 

A table will then appear with customizable fields. Default titles will appear in most fields, but you may rename them as desired. The columns outlined in Inventory Settings will all require a more specific title (default is Column 1, Column 2, etc.). Once complete, click on the Save button in the bottom-right hand corner. This will save the template and your customized titles will populate for all future Pick Slips. This template can be revised as needed by returning to this page, editing the titles and clicking Save once again.