Print, email & share these documents
You don't print anything from Settings → PDF Templates. The templates you edit there are applied wherever SKU.io actually produces a document — an order, a shipment, a quote, a credit, an email. This page is the map of those places.
Before you begin
- A saved template change applies to the very next print, including a reprint of an old order. See How PDF templates work.
- Printing is governed by permissions on the record, not by the PDF templates permission. Warehouse staff typically print without being able to edit anything.
Print a packing slip
An order's actions menu — and the order list — offer two options:
- Print Packing Slips (New) builds the document from your Packing Slip template, applying that order's store copy, and opens the finished file in a new tab. Printing also stamps the order as printed.
- Print Packing Slips (Legacy / Jasper) runs the older fixed report and ignores your template entirely.
The same pair appears on the fulfillment card inside an order and on the
fulfillment orders board. Printing from there uses only the items planned for
that shipment, and the reference reads like the order number with the shipment
number after it — SO-0001.1.
Because one shipment can be for a different warehouse or store than another shipment on the same order, each shipment resolves its own store copy independently.
Print many at once
- Select several orders, or several fulfillment orders.
- Choose a print option.
You get one merged PDF containing every slip, in the order you selected them. The same template drives single and bulk printing, so a design change lands everywhere at once.
Small selections are produced immediately and open straight away. Larger ones are handed to a background job so the page stays usable — you'll see Packing slip generation started. Track progress in the job tray, and the finished file appears in the job tray when it's done.
On the sales order list you can also print for a filtered selection, or for everything matching the current filters, rather than only the rows you ticked.
Check what was actually printed
A fulfillment order has a Print history tab listing every packing slip generated for it — when, by whom, which renderer, how many lines, and which warehouse. The most recent is marked Latest.
Each entry keeps a copy of the exact document produced. View or Download gives you that original file, not a fresh render from today's template — which is what to check when a warehouse says the paper in the box didn't match the current design.
If the copy couldn't be kept, the row shows a Copy unavailable chip and the download is disabled.
You can add or edit a short reason on any entry — "Printer jam — first copy smeared" — up to 255 characters.
An entry means the document was generated and downloaded. Nothing can confirm that paper actually came out of a printer.
What changes once a slip has been printed
Printing stamps a packing-slip-printed date on both the order and the shipment. You can also set it by hand with Mark as printed.
That stamp protects paperwork already sitting on the packing bench. In Settings → Fulfillment & Dispatch, a per-provider Packing Slip Printed column decides what happens if the order changes after the slip was printed:
- push the update to the shipping provider in place
- cancel and resubmit
- cancel the fulfillment and mark the order out of sync for manual review
- do nothing
A notification is sent whichever you choose.
Download the other document types
| Document | Where | Template used |
|---|---|---|
| Invoice | Download PDF Invoice on an order — renders on A4 and opens in a new tab | Sales Order |
| Quote | Download PDF on a quote — the same document a customer sees when the quote is sent | Quote |
| Sales credit | Download PDF on a sales credit | Sales Credit |
| Vendor credit | Download PDF and Email Supplier on a vendor credit | Vendor Credit |
| Pick list | Print pick list — opens inline, named after the pick list number | Pick List |
All of these except pick lists follow the store copy on the record when there is one.
Attach a document to an email
Settings → Email Templates has an Attachments section on each template — "Documents attached automatically when this template is sent" — with a checkbox per document available for that kind of email:
- Invoice PDF on order emails
- PO PDF (plus CSV and XLSX) on purchase order emails
- Credit Note PDF on sales credit emails
- Vendor Credit PDF on vendor credit emails
Those PDFs are produced from the matching template here, so editing a layout changes what customers and suppliers actually receive.
When you send by hand, the send dialog pre-ticks whatever the email template specifies and lets you change the selection for that one message.
Packing slips and pick lists aren't offered as email attachments.
Where the packing slip address warning comes from
Settings → Address Checks flags problematic shipping addresses using your existing order data — there's no external validation service involved.
- Turn it on, and optionally skip pickup orders.
- Edit the rule list — missing required fields, PO Box detected, and so on.
- Give each rule a severity of info, warning or block, and a message written for warehouse staff.
A matching order gets a badge on the order page and an Address Warning tag you can filter the order list by, and the packing slip surfaces those messages through its address-warning block.
With the feature switched off, no warning ever appears on a slip no matter what the template contains.
What customers can see
In the customer portal, an order's packing slip download is produced from the same Packing Slip template your warehouse prints.
Internal notes and warehouse-facing highlights included. If you add something meant only for the packing bench, remember the customer can open the same document.
It opens as a web page rather than a downloadable file. Any problem producing it shows as The packing slip is not available for this order yet.
Invoices aren't exposed in the portal.
Next steps
- How PDF templates work — why a reprint of an old order uses today's design.
- Set up packing slip rules — the account-wide rules that change every slip.
- Find, save & restore templates — give one store its own version.