How to Set Up Picking Slip Forms

Overview

Set up how your picking slips for assigned materials display when you print or email them from a job.

To learn how to print or email a picking slip, see How to Add Stock to a Job.

Picking slips will only display material/stock items that are assigned to the job. Materials in the Parts & Labour tab will not appear in the picking slip.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to SystemA screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Email / Form Setup

To set up the layout of how your picking slips appear when your print or email them, go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Forms Setup > Picking Slip > Display Options and adjust the following options as required.

A screenshot of the picking slip form.

You may wish to How to Set Up Picking Slip Forms as you go.

Header Fields

Under Grey Area Height, enter the height of the grey area containing the header fields in the top right of the form. Enter '0' mm to display the header fields on a white background if required.

Select the fields you wish to display at the top of the form from the Fields Assigned drop-down list, then click Add Fields.

You can then reorder these fields using the grey drag handles to the left. To remove fields you do not wish to display, click the A delete icon with a red circle and a white minus symbol. icon.
Columns Assigned

Select the columns of information you wish to display in the picking slip materials table from the Columns Assigned drop-down list, then click Add Fields.

You can then reorder these fields using the grey drag handles to the left. To remove fields you do not wish to display, click the A delete icon with a red circle and a white minus symbol. icon.

You cannot remove the Description and Quantity columns.

When you have finished adjusting settings, click Save.

Once the picking slip layout is set up, follow these steps to generate and send one from a job.

A screenshot of the picking slip PDF window.

After you have assigned materials to a job, you can view, edit, and send picking slips to track your stock items.

  1. Open a job with assigned materials and navigate to Details > Forms.
  2. From the Form drop-down list, select Picking Slip.
  3. The Picking Slip (PDF) window will appear.
  4. The Items tab displays the stock items assigned to the job. The list displays key details including Location, Description, Quantity, and Part Number.
  5. Filter your view: Set an Assigned Date range or filter by Cost Centre to narrow the list.
  6. Select the check boxes and adjust the Quantity for items you wish to include in the Item List as required.
  7. Next, preview and send the form.

A screenshot of the picking slip preview.

  1. In Picking Slip (PDF) click the Forms tab.
  2. Click the Picking Slip attachment icon to preview the form.
  3. Select a primary contact.
    • Add additional contacts in the To field if require.
  4. Adjust the default Subject and Body template if necessary.
  5. Click Send.