Create a Packing Slip Report Profile

If you are needing to remove company branding, then you will need to first create a packing slip report profile that will do so.

1. From the Main Menu navigate to Reports
2. Filter for and then select the Packing Slip report
3. On the Report Run tab, click on the Display Options section to expand the display options menu
4. Change the Company Header field to No

5. Select the other report parameters and display options you want to use
6. Click on the Report Profiles section to expand the options
7. Click New Profile

8. This will populate the New Report Profile modal. Complete the fields in the modal:

  • Profile Name: Packing Slip for Dropship Sales Orders or something of the like
  • Description: (optional)
  • Make Default: No
    • You don’t want these settings to apply to the report automatically

NOTE: This will take whatever settings you have currently selected on this page and turn them into a profile, so ensure you make those selections prior to saving the Profile.

9. Click Save and Close

Create a Print Event Rule

You will need to create a Print Event rule to run only for Dropship type sales orders.

1. From the Main Menu navigate to Setup > Rules
2. Click New Rule
3. This will populate the New Rule page. Complete the necessary fields on the page:

  • Rule Name: Dropship Sales Order Print Events or something of the like
  • Rule Type: Print Event
  • Rule Object: Pack

4. Click Save
5. This will create and navigate to the Rule record. In the Conditions section, click Add Condition.

6. This will populate the Add Condition modal. Complete the necessary fields on the modal:

  • Field A: pack.salesorders.salesordertype_id
  • Comparison Operator: equal
  • Field B (Static Value): 4 (This represents the Sales Order type ID: Dropship = 4)

7. Click Save and Close
8. The Print Event Rule should look like this once complete:

Create Print Event and Apply Rule

1. From the Main Menu navigate to Setup Printers
2. From the list of Printers, click on the Printer you’d like to assign the Print Event to
3. Print events are Site specific, therefore if there is not already a site assigned to the printer, you will need to assign one.

  • Click Edit Details
  • In the Site field, choose the site the printer is located at
  • Click Save

4. Click on the Events tab
5. In the New Report to Print on Event section, complete the necessary fields:

  • Event (Record/Action): Pack/Finished
  • Qty: The number of copies of the report to be printed
  • Report: Choose your Packing Slip report
  • Profile: Select the name of the Profile you created that hides the company header

6. Click Add Event 
7. This will create the events and add it to the Print Event Table

8. In the Print Event Table, click the arrow at the end of the Event
9. Select Apply Rule
10. This will populate the Apply Rule modal. Complete the necessary fields:

  • Existing Rule: Choose the Print Event Rule you created for dropship Sales Orders

11. Click Save

Create Rule for Application on Current Print Event

If you already have a print event to print packing slips for standard/non-drop ship orders, then you will also need to create a rule to apply to this event, so that the event doesn’t print out an additional standard packing slip 

Create a Print Event rule to run only for Non-Drop ship Type Sales Orders

1. From the Main Menu navigate to Setup > Rules
2. Click New Rule
3. This will populate the New Rule page. Complete the necessary fields on the page:

  • Rule Name: Non-Dropship Sales Order Print Events or something of the like
  • Rule Type: Print Event
  • Rule Object: Pack

4. Click Save
5. This will create and navigate to the Rule record. In the Conditions section, click Add Condition.

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6. This will populate the Add Condition modal. Complete the necessary fields on the modal:

  • Field A: pack.salesorders.salesordertype_id
  • Comparison Operator: not equal
  • Field B (Static Value): 4

7. Click Save and Close

Create Print Event and Apply Rule

1. From the Main Menu navigate to Setup Printers
2. From the list of Printers, click on the Printer you’d like to assign the Print Event to
3. Click on the Events tab
4. In the Print Event Table, click the arrow at the end of the existing Event
9. Select Apply Rule
10. This will populate the Apply Rule modal. Complete the necessary fields:

  • Existing Rule: Choose the Print Event Rule you created for non-dropship Sales Orders

11. Click Save