Packing slips: How to use and set them up [Step-by-step guide]

Modified on Mon, 4 Nov at 3:09 PM

You can enable Packing Slips usage for each billing/carrier account of your Clients.

This configuration is applied to that specific billing/carrier account under each Client, allowing you to set up different packing slips for different clients while using the same billing account (e.g. "John Doe Food Industries" Client uses the "Techship Postal Service" carrier to ship its goods, but their packing slip is different from "Jane Doe Fashion Apparel" which uses "Techship Postal Service" as well).

techSHIP supports using Default (Techdinamics preset) packing slips, as well as Custom Packing Slips that are to be requested by you and designed and configured by the Techdinamics Development Team in either ZPL or PDF format, or targeting an external URL if you already have yours and wish to push it into your portal to make it available.

WARNING: If you are going to use custom packing slips (instead of the default one), make sure you select it from the Packing Slips Type dropdown in step 3.

NOTE: If your Packing Slip contains custom fields, please reach techSHIP support requesting mapping and additional backend configuration to pass them properly.

NOTE: If you need to include Logos in your Packing Slips, follow the instructions here instead of the steps of this article: How to use Company Logos in Packing Slips [Step-by-step guide].

Feel free to follow this video guide, or the step-by-step procedure written below.

To do so:

1. Access Clients under the Maintenance dropdown and choose the Client.

2. Edit the billing/carrier account to which you wish to enable packing slips.

3. Check the Include packing slips option. This will let you use packing slips for this account.
Two new menus will appear:

REQUIRED

Packing Slip type: Leave as is (Default) if you will use the standard Packing Slip, or select the specific model you need printed if that's the case
Packing Slips Config: Allows to configure additional fields in the Packing Slip (detailed below)

If you require more than one packing slip per carrier billing account, you can resort to use secondary and/or tertiary packing slips at Billing Account level:

OPTIONAL

Merge Label with Packing Slips: If checked, the Shipping Label and the Packing Slips will be merged into one document; This will require the proper paper size to be assigned at the Baseline Account level, since typically a Letter or A4 size document is generated

4. Click Packing Slips Config to review/complete the Ship From and Notes fields (these can be empty if needed)

5. Complete the information as needed and press Save

NOTE: If you need different packing slips for different Billing Accounts under the same Client, you can add more carrier billing accounts for as many cases as you need, and for each case, customize the default packing slips as detailed here:

For example: