Creating Packing Slip Templates

3PL Warehouse Manager allows you to create custom packing slip templates for use across each of your customers via the Admin module. Once created, you must authorize the template via the Customers module.

This article reviews how to create, authorize, and brand custom packing slip templates.

To create custom packing slip templates, you must be logged in as a warehouse user and have the following permission assigned to your user role: Customer Module > Packing Slip.

Skip Ahead: Use the following links to skip to the relevant sections below.

• Step 1: Create packing slip template
• Step 2: Authorize packing slip template
• Step 3: Brand packing slip template (optional)
  • Step 3A: Retrieve image URLs
  • Step 3B: Test the packing slip
  • Step 3C: If needed, resize images

Step 1: Create packing slip template

1. Navigate to Admin > Packing Slip Templates in 3PL Warehouse Manager.
   
2. To create a new packing slip template, click Add.
3. Complete each field, then click Save. Each field is defined below.
   
   
   • Description: Value that displays when selecting a packing slip version to generate
   • Show Shipping Notes: When checked, enables the Notes section, which populates Carrier Instructions entered on the order
   • Label: Field name that displays next to the specified source's information
     • ShipTo: Populates an order's ship-to contact information
     • Warehouse: Populates the warehouse's contact information
     • Customer Contact – Contact1: Populates the customer's name and the warehouse's address
     • Primary: Populates the customer's primary contact name
     • Saved Elements: Populates the information listed in the order's Custom Order Info section—please note that you must select this option to populate custom fields on the order, but the system ignores any 'Shared Element Mapping' listed here and instead pulls the relevant information directly from the order
     • All remaining source options pull from our legacy system and are not currently supported.
4. Repeat Steps 2 and 3 for each packing slip template needed, then continue to the next section to authorize the packing slip(s).

 You can also edit and delete custom packing slip templates—select a template from the grid, then make the relevant action by clicking Edit or Delete.

Step 2: Authorize packing slip template

Once you create a custom packing slip template via the Admin module, you must authorize its use for each customer.

1. Navigate to Customers > Packing Slip Templates.
   
2. Select a customer from the drop-down menu.
3. Select the relevant template in the grid, then click Edit.
   
4. To authorize, click the selection box next to Authorized.
   
5. If you also want to brand your packing slip template, continue to the next section below. If not, click Save, then repeat Steps 2–4 for each template and customer as needed.

Step 3: Brand packing slip template (optional)

You can also use this page to upload images and brand your packing slip with your customer's logo. The instructions below are based on retrieving your image URLs from your customer's website. If your customer does not have a website, you must instead use an image hosting site that maintains the image URL. Once you retrieve the URL, proceed to Step 3B > Step 4 below.

For optimum quality, please note that logo images must be sized to 257 x 63 pixels, and footer images must be 547 x 76 pixels.

Step 3A: Retrieve image URLs

First, you need to retrieve the image URLs and add them to the packing slip template.

1. In a separate browser tab or window, navigate to your customer's website, right-click on their logo image, then click Inspect.
2. Your browser's Inspect tool highlights the source code for the image link. Hover over the highlighted text to view the size of the image on the webpage.
   If the image is larger than the supported size (257 x 63 pixels for logo images and 547 x 76 pixels for footer images), please skip ahead to Step 3C below to resize the images before continuing with the rest of Step 3A and 3B.
3. Right-click the URL embedded in the highlighted text, then select Copy Link Address.
   
4. Navigate back to your 3PL Warehouse Manager tab or window, then paste the link into the 'Logo URL' field.
5. If present, remove the 's' from "https" and any text after the file format (jpg/png). Because the 's' in https is used for security purposes when viewing the associated webpage, you must remove the encryption so that the image properly displays on the packing slip. The extra text after the file format can also cause potential viewing issues.
   
6. Repeat Steps 1–5 for your footer image, pasting the relevant link in the 'Footer URL' field.
7. Click Save.

Step 3B: Test the packing slip

Once you upload your images to the packing slip template, it is best to test your images before repeating Steps 1–7 for additional templates. Navigate to Orders > Find Orders, select an order for the relevant customer, then click Documents > Packing Slips.

Select the new template's description from the second 'Packing Slip Version' drop-down menu, then click Generate to open the packing slip in your specified format.

• If your images display as expected, you can go ahead and add these URLs to each packing slip template used for this customer. If you need to brand packing slips for multiple customers, we recommend generating the packing slip to test the images for each new URL before adding these images to additional templates.
• If one or more images do not display as expected, they likely need to be resized. Continue reading below for more information.

Step 3C: If needed, resize images

If your images are not sized correctly (257 x 63 pixels for logo images and 547 x 76 pixels for footer images), this means your customer has likely scaled the images to a lower size in their website editor.

To address this, please contact your customer and let them know that they must resize the image(s) on their website if they want to brand their packing slips. Feel free to provide them with the following steps, but please note that we highly recommend the user completing these steps to have technical expertise.

1. Open the image in your computer's Paint application, then click Resize.
2. Under Resize, select Pixels, disable the 'Maintain aspect ratio' option, then enter the new sizes:
   
   • Logo Image: Horizontal – 257, Vertical – 63
   • Footer Image: Horizontal – 547, Vertical – 76
3. Click OK to apply your changes.
   
4. Save the image, then replace the original image on your website with the newly resized image.
5. Repeat Steps 1–4 for each image as needed.

Once your customer completes these steps, please repeat Steps 3A and 3B above.

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