Add Products to a Packing Slip
On your mobile:
- Open the Packing Slip and tap +
- Select an existing Product from the Catalog or tap + to create a new one (1).
- Tap Done to return to the View screen.
- Tap + to add another Product. After adding a existing Catalog Product, you can also tap Add More instead of Done, to save steps.
- To Edit or Delete a Product from the list, tap the Product in the View screen, Items tab (2).
In your web account:
- Open the Packing Slip, click + and select Product
- Click the 'Select Existing' field to choose a Product from the Catalog or fill in the Name, Quantity, Price, etc.. to create a new Product (1).
- Click Save to return to the View screen, or Edit Details to add more details to the Product that was added.
- To add more Products, click + again in the View screen.
- To Edit or Delete a Product from the list, click on the Product in the View screen (2).
Edit each Product to set the
Shipped Quantity.
Important notes:
(1) When a New Product is created, it is NOT added to the main Product Catalog
(2) When selected from the Catalog, the Product that is added is a COPY of the Catalog Product:
- editing the Product does NOT modify the original Catalog Product.
- deleting the product from the list, does NOT remove the original Product from the Catalog.
