[HOW-TO] Adding Packing Slip Templates

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Skubana's WYSIWYG Packing Slip Template Editor allows you to design custom packing slips for your shipments. You can create as many custom packing slips as you want. Skubana also comes complete with several default templates that you can copy, then customize - this is an easier way to create packing slip templates since much of the hard work is already done, you just have to customize the template to fit your requirements.

To add packing slip templates, follow the procedure below.

1. On the Toolbar, click Settings.
2. On the left sidebar, click Packing Slip Templates.
3. On the Packing Slips page, click New Template to open the Template Editor. There is already a default template open on the Template Editor - you may want to use this to ease the template creation process.

Alternatively, highlight any of the templates on the Packing Slips page, then click Edit to see if the template meets your requirements. Repeat the process until you find a suitable template, then click Cancel to exit the editor and go back on the Packing Slips page, where you can highlight the template, then click Copy to open the template on the Template Editor.

IMPORTANT! Make sure that the template size matches the size needed at the warehouse, e.g. if you are set up to print 4 x 6 packing slips at your warehouse, don’t use an 8.5 x 11 packing slip template.

4On the New Packing Slip Template window, enter a template name, then proceed to the Template Components section to start creating or customizing your template.

 

The Template Components section has four collapsible windows, namely Order Header, Order Items Header, Order Items, and Order Footer.

You can include template information in your template via the Field Replacements section at the right. Template information is divided into the following categories: Company, Sales Channel, Recipient, Buyer, Order/Shipment, and Order Items.

The Order Header box is where you you define how you want your company, shipping, and buyer info to be displayed at the top of your shipping label. The curly brackets indicate placeholders for information stored elsewhere in Skubana.

On the Order Items Header box, enter the headings for the different columns of order information to be entered in the Order Items tab. It is recommended to label each header with a term your buyers will easily understand.

On the Order Items tab, match up the Orders Items Header box with the proper Skubana information placeholders. Once again, the curly brackets around the terms designate each as a placeholder for information stored elsewhere in Skubana. 

Finally, round off your packing slip with a summary of the order. It is up to you to include what you want, but the basic Order Footer normally includes the subtotal, tax, shipping cost, and total cost of the order.

5. You may click the Toggle button to access the packing slip template’s HTML code. With HTML knowledge, Skubana’s Packing Slip Templates become even more versatile. You can completely customize how your Packing Slip Templates look right in Skubana.
6. Click Preview to open the template in a new tab and view how the packing slip is going to look when it is printed.
7. When you are done setting up the template, click Save.

On the Packing Slip Templates page, the new packing slip template is added to your list of templates.

NOTE: Go back to the Sales Channels to designate the default packing slip template to use for the selected sales channel.

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