Packing Slip and Invoice Printing
In Unleashed you have the option of choosing what prints on a customer by customer basis.
The three options for document printing out of Unleashed are:
- Print a packing slip ( note: no pricing information will print on a packing slip. See Order Management Enabled for different print options.
- Print an invoice
- Print both packing slip and invoice.
The check-boxes for turning on and off what documents you prefer to print are located at:
Sales | View Customers (by drilling into the specific customer’s master-file record).
If just one of these options is checked then that is the only document printed at any stage in the transaction. Quotes remain the same as before. You can print a quote directly from the invoice screen.
To print a document, simply create an invoice for a customer and select “Print” or “Complete” at the bottom of the screen to print or complete that transaction. If both check-boxes are selected then both a packing slip and an invoice will be created.
See View Sales Invoices for more information.
When Order Management is enabled
When you have Order Management enabled, you will no longer have a packing slip print option.
Instead, you will have the ability to print the following options:
- Picking Slip
- Ship Note
Help using Order Management
Choose a Help topic from the table below.
In this section:
If you want to...
Then choose the Help topic...
Set-up Order Management
See Order Management key features
Perform tasks using Order Management
Use the new Shipping features