How to generate WooCommerce Packing Slip
WebToffee’s Print Invoice, Packing Slip, Delivery Note & Label Plugin for WooCommerce allows you to print and generate packing slip for your store very easily. All the documents that are integral to shipping (like PDF invoices, packing slips, delivery notes, and shipping/address labels)will be automatically generated with this WooCommerce extension.
With this plugin, you can group the products by category making it convenient for the packers to pack. Specific variation data of the product, as well as additional order or product meta details, can be included in the packing slip. You can even customize the packing slip using the inbuilt templates and modify them to suit your needs.
Once you have installed and activated the plugin, a new section will be available in the WordPress menu titled Invoice/Packing. Select the Packing Slip directly from the submenus or click on the Settings button from the General Settings > Documents tab to access the packing slip settings window.
All the generic settings that need to be used across all the documents can be configured in the General Settings window. It contains provisions to configure the company logo, address details, RTL support and many more. To know more about general settings configurations, refer here.
Packing Slip can be set up in two easy steps:
Step 1: General Settings
You can configure the general settings required for the packing slip from this tab.
- Group by Category: Choose Yes to group the products by category.
- Enable variation data: To include variation data of the product in the packing slip, enable this option.
- Sort products by: Sort the products on the basis of name or SKU in either ascending or descending order.
- Order meta fields – This allows you to add additional order meta fields in the packing slips. You can select a field from the list of default fields or click the Add Existing Order Meta Field button to create custom meta fields by providing a custom Field Name and the respective meta key for the field. The order meta keys for respective products can be found in the custom field section of the WooCommerce Order page.
- Product meta fields – This allows you to add meta fields related to the products in the packing slip product table. Click the Add Product Meta to add a new product meta field by providing a custom Field Name and the respective meta key for the field. The product meta keys can be found in the custom field section of the product page. For example, refer how to include installation usage instructions of a product in a packing-slip
- Product attributes: Selected product attributes will be displayed beneath the respective product in the packing slip.
- Attach packing slip PDF in order email for order statuses: The PDF version of the currently active packing slip template will be attached to the order email for selected order statuses.
- Share packing slip PDF as a separate email: If you need to send a copy of the Packing slip to another email id, then, select `Yes` and save settings. eg: admin email. You may then configure the email from WooCommerce > Settings > Emails. Click manage against the ‘Packing Slip’ email and enter the recipient emails separated by commas.
- Enable print packing slip option for order status: Adds print packing slip button to the order email for chosen status from the dropdown as shown below.
- Custom Footer – This allows you to set the custom footer for packing slips. If no footer text is set here, the default footer text from the General settings is applied.
Once all the settings are configured, click the Update Settings button.
Step 2: Customize
You can customize and create a new template of a packing slip from the existing templates.
To create a new packing slip template,
- Select a template from the Create new template option.
- From the inbuilt templates that pop up, choose a layout.
Including a packing list along with an invoice when you are shipping a package, is best practice, which establishes an extra line of communication between you and the customer.
You can directly print the packing slip from WooCommerce orders page as shown below:
A sample packing slip will be as shown below:
For detailed information about the plugin, you can refer to the Product Page.
Comments (12)
Pascal
November 3, 2020
Hi,
can a customer view and print the packing slip for sending his product to the shop?
For that I need a button in the email after checkout.
Please help.
Thanks Pascal
Mark
November 5, 2020
Hi,
Using the premium version of the plugin, you can add a “Print Packing slip” button in the customer email.
brittny roller
October 15, 2020
Is there a way to make a packing list per line item in order? Rather than per ITEM in order – say someone is buy 150 of item A and 150 of item B – I would like just two packing slips – rather than 300
Mark
October 17, 2020
Pack items individually option will create one label per quantity. So currently we don’t have an option as per your requirement.
Jack
September 17, 2019
MArk
Very superficial reply to janet and documentation
So you write “Existing Order Meta” but no where do your documentation explain WHAT an ORDER META Look like? How about CREATE a page with a list of the META you can use?
Mark
September 17, 2019
Hi,
Since the metadata vary from site to site and it will depend on the additional plugin that users install in their site that are related to orders, it is not possible to list out all order meta. To give you an idea, the data in the custom fields are of order details page is an example for order meta.
Alon Lutzker
September 1, 2019
I need to be able to sort the items on the packing list by their SKU. Can it be done
Mark
September 2, 2019
Hi,
There is no option to sort based on SKU by default. We can try to implement this via code snippet. Please reach us via support.
Theo
October 11, 2019
Did this work out? I need this as well 🙂
Mark
October 11, 2019
Yes. Refer article here.
janet4
January 23, 2019
I want to use either the packing slip or the shipping label in order to print out the gift card to attach the bouquet of flowers we are delivering – I cant understand how to add my fields though – they dont show as options but when i add new meta field then i can select them but still i cant bring them in to the template – this documentation is not comprehensive – please help, Janet
Mark
January 24, 2019
Hi,
You can add custom fields or metadata stored with order details on the packing list via the Additional Fields > Add Existing Order Meta. You can use the database key in which the data is stored as meta key and enter a field name of your choice that will be displayed.
Reach us via support link above for further queries. We will be publishing an article soon documenting these separately.