Sales Print Order Entry Packing Slips window

SalesCS > Sales > Order Entry Tasks menu > Sales Print Order Entry Packing Slips window

Print packing slips to let your warehouse staff know what items to pull for shipment to customers.

Invoice Type

Select which packing slips to print in this box. The following options are available:

• Cash Only: only invoices that were tendered with cash, checks, gift cards, debit cards, or credit cards will be printed.

• Charge Only: only invoices that were charged to the customer’s in-house account will be printed.

• Both Cash and Charge: invoices that were tendered using cash, checks, gift cards, debit cards, or credit cards, and invoices that were charged to the customer’s in-house account will be printed.

• Checks Only: only invoices that were paid by check will be printed.

• Credit Cards Only: only invoices that were paid by credit card will be printed.

• Gift Cards: only invoices that were tendered with gift cards will be printed.

• Alternate Tender: only invoices that were tendered using alternate tender, such as coupons, will be printed.

• On Hold Only: only invoices that are marked as On Hold will be printed.

• Work Order Only: only invoices that are designated as Work Orders will be printed.

• Quote Invoices Only: only invoices that are designated as Quotes will be printed.

• Layaways Only: only Layaway invoices will be printed.

• All: use this option to print all invoices that meet the remaining criteria in the window, regardless of the payment type.

Invoice Format

Select an invoice format from the Lookup. The default depends on your settings on the Defaults tab of the corresponding Module Preferences window.

You can choose from the following formats:

Order Entry Formats:

• OE0000 - Order Entry Plain Paper Invoice: use this format for invoices that are printed from Order Entry onto plain paper. The headings and lines will be printed by the software. This is the default option, and can be used for both unposted and posted transactions.

• OE0001 - Order Entry Short Invoice Format: use this format for short pre-printed forms that are printed from Order Entry (for unposted transactions) on a dot-matrix printer.

• OE0002 - Order Entry Long Invoice Format: use this format for long pre-printed forms that are printed from Order Entry (for unposted transactions) on a dot-matrix printer.

• OE0003 - Order Entry Laser Invoice Format: use this format for long pre-printed forms that are printed from Order Entry (for unposted transactions) on a laser printer.

• OE0004 - Order Entry History Short Invoice Format: use this format for short pre-printed forms that are printed from Order Entry history (for posted transactions) on a dot-matrix printer.

• OE0005 - Order Entry History Long Invoice Format: use this format for long pre-printed forms that are printed from Order Entry history (for posted transactions) on a dot-matrix printer.

• OE0006 - Order Entry History Laser Invoice Format: use this format for long pre-printed forms that are printed from Order Entry history (for posted transactions) on a laser printer.

Point of Sale Formats:

• POS000 - Point of Sale Plain Paper Invoice: use this format for invoices that are printed from Point of Sale onto plain paper. The headings and lines will be printed by the software. This is the default option, and can be used for both posted and unposted transactions.

• POS001 - Point of Sale Short Invoice Format: use this format for short pre-printed forms that are printed from Point of Sale (for unposted transactions) on a dot-matrix printer.

• POS002 - Point of Sale Long Invoice Format: use this format for long pre-printed forms that are printed from Point of Sale (for unposted transactions) on a dot-matrix printer.

• POS003 - Point of Sale Laser Invoice Format: use this format for long pre-printed forms that are printed from Point of Sale (for unposted transactions) on a laser printer.

• POS004 - Point of Sale History Short Invoice: use this format for short pre-printed forms that are printed from Point of Sale history (for posted transactions) on a laser printer.

• POS005 - Point of Sale History Long Invoice Format: use this format for long pre-printed forms that are printed from Point of Sale history (for posted transactions) on a dot-matrix printer.

• POS006 - Point of Sale History Laser Invoice Format: use this format for long pre-printed forms that are printed from Point of Sale history (for posted transactions) on a laser printer.

Print From Current / Print From History

Print From Current: Select this option to print packing slips from current unposted invoice batches.

Print From History: Select this option to print packing slips from the history file.

Sort By Customer

Select this option to sort the packing slips by customer, or leave this box unchecked to sort by invoice number.

Assign Starting Invoice Number / First Invoice #

If you selected On-Line Invoice Numbering on the Defaults tab of the Sales Point of Sale Preferences window, this option is not available. To assign invoice numbers sequentially, beginning with a number of your choice, select the check box and enter a number in the First Invoice # field. This is the best way to assign invoice numbers if you are using pre-numbered invoice forms. If you decide not to use this method, you must assign the invoice numbers as the invoices are entered.

Print Location

Select this check box to include the location for each stock item on the packing slips.

Start and End Ranges: Customer Number and Invoice Number

The Start and End boxes allow you to define the range of items to include on the report. You can include a single item by entering the same value in both boxes. These default settings include all items that meet the remaining criteria set in the window. Type in the fields or use the Lookup to make your selections.

Test Print

We recommend that you test print these slips on blank paper before you load your packing slips. Select this button to test print the packing slips. This button is unavailable if you checked the Use a custom report check box.

Use a custom report

This check box is only available if you defined a custom report for this window in Controller. Select this check box if you want to run a custom report instead of the default report. The drop-down is enabled after you select the check box and you can choose the custom report you want to run.