How to create packing slips from orders

Steps

1. 1

   Prepare one row per shipment

   Export order data after the shipment is ready to pack. Include packing_slip_number, order_number, recipient_name, ship_to, item_summary, package_count, carrier, tracking_reference, ship_date, and packed_by. If one order splits across multiple shipments, create separate rows so each physical package gets the right slip.

2. 2

   Keep the template focused on fulfillment

   Use the packing slip template and remove fields that slow down the packing table. The person handling the package needs the order number, recipient, ship-to location, items, package count, carrier, and tracking reference. Prices, discounts, and internal approval notes usually belong elsewhere unless your fulfillment process explicitly requires them.

3. 3

   Preview operational edge cases

   Render rows with long addresses, multiple packages, replacement parts, and mixed item summaries. Check that the slip remains readable when printed or viewed on a warehouse device. If the receiving team needs barcodes, return instructions, or quality-control notes, add them before generating the batch.

4. 4

   Generate slips for handoff

   Run the final order export and attach or print the generated PDFs with each shipment. Store the output with your order records so customer support and operations can later confirm exactly what was packed, when it shipped, and which carrier reference was used.