knowledge base

There are several documents associated with a sales order that you may want to output. These can be accessed by clicking the Print button in the toolbar of a Sales Order.

Each of these documents can be printed directly or exported in PDF or Microsoft Word format. Exporting to Microsoft Word allows you to customize your documents with simple changes.

How to Print and Export Documents.

Sales Order Document

The printout of the Sales Order can be used for order confirmation purposes or just as a paper record of the order.

Pick List Document

A Pick List is a printed document giving instructions to warehouse workers on which stock to pick and from which locations to satisfy an order. This uses the information from the Pick tab.

In the Simple Workflow, if you print a Pick List before completing the order, it will print out suggested picking locations. If you print out the Pick List after completing the order, it will print out the locations that the products were picked from.  The pick list also includes Requested Ship Date if filled in.

Box Content List Document

When you pack your order into a few different boxes, you might want to print out the Box Content List documents to show what items are in each box. You can then include these documents with the boxes so customers can easily verify that the shipment is correct. This document is not available when the shipping information has been hidden or in the Simple Workflow.

Box Label Document

You may wish to print box or pallet labels containing the shipping address and contents of each container, and attach these to the container for shipping purposes. This uses the information from the Pick tab. This document is not available when the shipping information has been hidden.

Packing Slip Document

A Packing Slip is a document showing the total contents of all containers within a shipment. You may wish to print this document and include this with your shipment so your customer can easily check the total received stock once they have received all the containers in your shipment. The Packing Slip will also include the box numbers when there is more than one box in your shipment.  This document is not available when the shipping information has been hidden.

Invoice Document

You can use the Invoice document to request payment for the order from your customers. In the Full Workflow, this uses the information from the Invoice tab.

Receipt Document

You can use the Receipt document to send to your customers to acknowledge receiving payment from them. This is like the invoice, but includes the amount paid and the balance. In the Full Workflow, this uses the information from the Invoice tab.

Credit Note Document

When a customer has returned some items to you, you may wish to issue a Credit Note to indicate that you will give them a refund or a credit against their next order. This uses the information from the Return tab. This document is not available when in the Simple Workflow.