Emailing Picking Slips

Geoff7

Hi 

 

Is there a way to email picking slips through MYOB. We are currently printing the picking slip scanning it to a PDF than emailing to our warehouse and customers. 

 

I have tried  to go to print / email invoices and changing the sales type but i cant finf this option.

 

We are trying to go paperless and this would be a great time saving option to have.  

 

Thanks 

Geoff

Steven_M

Hi @Geoff7 

 

AccountRight currently only allows for invoices, quotes and orders to be emailed. Packing slips are designed to be printed from within the software. Within the Print/Email Invoices>>To be Emailed tab>>Advanced Filters>>Sale Type will only show sale layouts (not packing slips or labels).

Some users have gotten around this by one of the following actions:

• Print that packing slip to PDF and then manually attaching to an email.
  
  
• Customise an invoice style form (removing the price...) and using that form as a pseudo packing slip. If you using this option you would need to ensure that the Selected form for sale prior to emailing that "packing slip" would be the required form.