Set Up WooCommerce Packing Slip

WebToffee’s Print Invoice, Packing Slip, Delivery Note & Label Plugin for WooCommerce(Pro) allows you to print, download and customize packing slips for your WooCommerce store very easily. 

• Group the products by category making it convenient for the packers to pack.
• Add product variation, additional order, or product meta details, etc. in the packing slip.
• Customize the packing slip using the inbuilt templates and modify them to suit your needs.

• First of all, install and activate the plugin, a new menu Invoice/Packing appears in the WordPress dashboard.
• Head on to Invoice/Packing > Packing Slip menu.
  OR
• Go to General Settings > Documents tab > Packing Slip > Settings

You can configure the general settings required for the packing slip from this tab.

• Group products by Category: Enable to group the products by category.
• Show variation data below each product: 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 an item from the list of default fields or
  • Click the Add/Edit Existing Order Meta field button to create custom meta fields. Input a custom Field Name and the respective Meta Key for the field. Get the order meta keys from the custom field section of the WooCommerce Order page.
  • Likewise, you can view, edit, or delete previously created order meta from the previously added tab.
• Product meta fields – This allows you to add meta fields related to the products in the packing slip product table.
  • Click the Add/Edit Product Meta to add a new product meta field by providing a custom Field Name and the respective meta key for the field.
  • Likewise, you can view, edit, or delete previously created product meta from the previously added tab.
• Product attributes –
  • To have product attributes in the invoice, simply add them by using the Add/Edit Product attribute button.
  • Add new tab will give you options to specify the field name and the corresponding meta of the product attribute. Learn more with an example.
  • Likewise, you can view, edit, or delete previously created attributes from the previously added tab.

Attach packing slip PDF in order email for order statuses: Enable to attach PDF version of the currently active packing slip template in the order email.

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 

Key in with a custom footer for the packing slip in the text area. If left blank, then the default footer from General settings will be loaded.

At last, click the Update Settings button.

You can customize the packing slip using the inbuilt templates and modify them to suit your needs.

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.

• Make the necessary modifications to the layout and save it.
• After saving, activate the template to use it further for your packing slip.
• You can even switch to the code editor, to make additional customizations other than the one listed in the visual editor.
• While making changes via code editor it would be better for you to refer to the help which briefs about placeholders, alternate classes for RTL support, etc as shown below:

• Make the necessary modifications to the layout and save it.
• After saving, activate the template to use it further for your packing slip.

You can directly print the packing slip from WooCommerce orders page as shown below:

A sample packing slip will be as shown below:

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.