Packing Slips

Packing slip preferences in Zoho ERP let you manage the fields and information shown on the packing slip before it is shared with customers. You can configure field names and choose which details are included in it.

You can configure the field names for the following information displayed on the packing slip:

• Document Title: The title of the packing slip displayed at the top of the document. By default, the title is PACKING SLIP.
• Transaction Number: The label for the packing slip number. This number is the same as the invoice number for which the packing slip is created. By default, the symbol used is #.
• Date Field: The date on which the invoice associated with the packing slip was created. By default, the field name is Date.
• Item: The item listed in the packing slip. By default, the field name is Item.
• Description: The description of the goods listed in the packing slip. By default, the field name is Description.
• Quantity: The quantity of the items listed in the packing slip. By default, the field name is Quantity.

You can also choose to display the following fields on the packing slip:

• Reference Field: The reference number associated with the packing slip.
• Bill To: The billing address details of the customer.
• Delivery To: The delivery address details of the customer.
• Signature: The signature section for confirmation.
• Balance Due: The outstanding balance amount of the invoice associated with the packing slip.
• Customer Notes: Notes added for the customer.

These preferences will be reflected in your packing slips documents.