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jenny4's avatar
jenny4
Contributing User
5 months ago
Solved

Print different packing slip template

Hello.  I saw a now-closed post from May 2022 re different Invoice templates not being able to be assigned to different customers as a default.  I have a related but different problem - a priced packing slip is required by a major Customer, but others do not want prices on packing lists at all.  I have a standard Packing Slip form without prices, and I've created a second Priced Packing Slip form.  Prior to this, the Packing Slip form never appeared as a form option when printing Invoices from the Sales Command Centre or from the Sale itself, and still doesn't appear with two forms existing.

I tried turning off 'Print Packing Slips when Invoices are printed' in the Setup Preferences menu but Packing Slip still doesn't appear as a form option to print.

Both Packing Slip forms are correctly set up as Item templates, and I selected Item when using Advanced Filter to print from the Sales command centre.

Do I have to create a duplicate Invoice form template and name it to somehow link it to the Priced Packing Slip?  

Or do I have to change the default Packing Slip form to the Priced version each time I print one for this customer?

Cheers 

 

 

  • Ignore post above - realised I was in Print Statements instead of Print Invoices when trying to find the Packing Slip form! Still very annoying that you can't assign a different invoice and/or packing slip form to different customers though - means I can't use the efficient Print Packing Slip after Invoice option and have to go into Print Invoice every time and change the Packing Slip form option.

1 Reply

  • jenny4's avatar
    jenny4
    Contributing User

    Ignore post above - realised I was in Print Statements instead of Print Invoices when trying to find the Packing Slip form! Still very annoying that you can't assign a different invoice and/or packing slip form to different customers though - means I can't use the efficient Print Packing Slip after Invoice option and have to go into Print Invoice every time and change the Packing Slip form option.