Forum Discussion

Geoff7's avatar
Geoff7
Member
4 years ago
Solved

Emailing Picking Slips

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 p...
  • Steven_M's avatar
    Steven_M
    4 years ago

    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.
Steven_M's avatar
Steven_M
Former Staff
4 years ago

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.
  • Geoff7's avatar
    Geoff7
    Member
    4 years ago

    Thank you. I will save them as a PDF than attache them to a email. 

     

     

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