How to customize Packing Slips in WooCommerce?

How to customize Packing Slips in WooCommerce?

Selling goods and maintaining product data are both​​ equally important aspects of running a business. You must keep a record of the goods you are selling and their corresponding delivery information. The ability to make a packing slip could help you improve inventory management.

Making and maintaining an online store is easy with WooCommerce. If you search for a certain WooCommerce feature, Third-party plugins in WooCommerce can be of help under these circumstances.

Managing your WooCommerce store requires a delivery receipt, but WordPress cannot provide it. Installing the WebToffee’s Print Invoice, Packing Slip, Delivery Note & Label Plugin for WooCommerce( Pro) is all that is necessary to make this service available in your store.

What is a Packing Slip in WooCommerce?

A packing slip is a printed sales document that lists every item in an order. The packing slips include product details such as SSN numbers and SKU labels. Using the total weight, measurements, and order number provided, warehouse staff can locate the appropriate items for each order more easily.

Packing slips are not the same as PDF invoices, it is vital to remember this. Invoices serve as the order’s financial documentation, but packing slips show the items being shipped.

Woocommerce PDF Invoices/Packing Slips’ premium version offers more sophisticated customization possibilities by enabling printing, downloading, and customization of packing slips for your WooCommerce store. Let’s examine how simple it is to design a packing slip for your WooCommerce-powered store.

Before getting started, let’s find some benefits of using Packing Slips in WooCommerce.

  • By categorizing the products, you may make packing easier.
  • Include product variations, extra orders, product meta information, etc. in the packing slip.
  • Use the built-in templates to alter and personalize the packing slip according to your requirements.

Automatically Create WooCommerce Packing Slips for Your Store: Step-by-Step Method

Step 1: Install the Plugin

In the WordPress dashboard, you will see a new menu Invoice/Packing once you have installed and activated the plugin.

Invoice/packing slip option from dashboard

Navigate to the Packing Slip menu under Invoice/Packing.

Packing Slip menu under Invoice/Packing.

General Settings

Step 2: Navigate to the General Settings – Free Version

From this General tab, you can set the general parameters of the packing slip.

General settings of Packing slip free version

Make the necessary adjustments you want to see in your packing slips and then click Update Settings.

Customize Packing Slip

Step 3: Create Woocommerce Packing Slips – Free Version

In the Woocommerce PDFInvoices/Packing Slip free version you will find Packing Slip options under Other Documents. Or, you can access the Packing slip settings from the General Settings of the PDF invoices/Packing slips option from the dashboard.

Packing slip option in Free version of Invoice/packing slip plugin

Settings for the Packing Slips are easy – just enable those buttons you want to see in your packing slip.

Packing Slip settings under Other documents

Once you had made the changes, click the Update Settings button.

General Settings

Step 4: Navigate to the General Settings – Premium Version

The packing slip can be configured from this tab by setting its general parameters.

General Setting of Packing Slip Premium Version

Make the necessary adjustments you want to see in your packing slips and then click Update Settings.

Customize the packing slips

Step 5: Create Woocommerce Packing Slips – Premium Version

Since the free version doesn’t have many features, WebToffee’s Woocommerce Packing Slips plugin (Pro)is one of the finest for producing packing slips. Making packing slips is a breeze because of the tool’s many configurable options.

To customize the packing slip, you can modify the built-in templates from the Customize tab.

A sample of customizing template of the Packing slip in the Customize tab is shown below:

A sample of customizing template of the Packing slip

Step 5.1: Create a new packing slip template

To create a new packing slip template,

  • Select “Change layout” > Choose a layout. To display the “Create new template” option, make the necessary adjustments and save.
change layout of packing slip
  • Choose a template from the option to “Create new template.”
  • Choose a layout from the built-in templates that appear as a pop-up menu.
Available 3 layout for packing slips

Classic, Regal, and Imperial are three of the default invoice templates offered by the plugin.

Step 5.2 Familiarizing Packing Slip Properties

You can choose any template from the options provided and continue to customize it. By using the toggle button included in this tab, you may adjust the visibility of each packing slip feature.

In addition, you can customize a few common aspects, such as font size, style, color, and other details, to suit your needs. Let’s discuss some customization attributes. The most typical generic elements among all elements are the following:

  • Text: It lets you enter a unique text for the corresponding attribute.
  • Font Size: You can specify the font size for the attribute using this option. Enter a number specified in pixels.
  • Style: Gives you the option to choose a text style. There are two options: Normal and Bold.
  • Text Color: You can choose a text color.
Order Number of Packing slip template
  • Text Align: Allows you to control the alignment of text. Right and left are the available options.
  • Title: Allows you to specify a unique title.
Title of packing slips template

Additional customized fields include:

Company logo: To set the corporate logo exclusively for invoices, use this option. If you have already uploaded the logo in the general settings, it will be automatically filled in here.

company logo option in Packing slip template
  • Display: Let you add your company’s name or logo on the invoice.
  • Logo Width and Height: You can change the logo’s width and height in pixels.
  • Extra Details: Allows you to enter more text below the logo or name of the company. To omit any additional text, enter “none.”
  • Extra Font Size: You can specify the font size here; this option is solely applicable to the company name.
  • Header Color: You can choose the company name header color

Order Date:

  • Format: Allows you to choose a date format.
Order date format of packing slip

Product Table: This table will provide details on products, including the product’s SKU, name, quantity, and total cost. The text alignment, color, and font size are all customizable.

Product table of Packing slips

The following components are included in this field to allow for prouct table customization:

  • Head Background: Allows you to customize the color of the product table’s header.
  • Table Head Text Color: You can choose the color of the text in the header part of the product table.
  • Table Body Text Color: Enables you to choose the color of the product table’s body text.
  • Image: This feature enables you to add product images to your packing slips.
  • SKU Align: Provides you to specify the SKU’s alignment in the product table. There are three options available: Right, Left, and Center.
  • Product Align: Lets you choose the product’s alignment in the product table. There are three options: Right, Left, and Center.
  • Quantity Align: You can establish alignment for the quantity label in the product table. Right, Left, and Center alternatives are also available.
  • Total Price Align: Allows you to specify the alignment of the product table’s total price.
  • SKU: Enables you to specify unique text for the table column containing SKU details.
  • Product: Let you provide personalized content in the table column that lists the product name.

Make the necessary layout adjustments, then click the Save button.

Once you have saved the template, activate it so you can use it in the future for your packing slips. You can even switch to the code editor to make modifications beyond those included in the visual editor.

It would be best for you to refer to the Help section when making changes using the code editor because it provides information on placeholders, alternative classes for RTL support, etc., as seen below:

Help code suggestions in Packing Slip code editor

Sample Packing Slip

An example packing slip will look like this:

Sample Packing slip template

Wrapping Up

Your WooCommerce store can easily create packing slips with the help of the Print Invoice, Packing Slip, Delivery Note & Label plugin. The best practice when sending a package is to include a packing list with an invoice. In this way, you can eliminate any possible confusion regarding the orders between you and your customers.