How to Print a Packing Slip in NetSuite

In today’s fast-paced business world, time is of the essence. You may find yourself struggling to keep up with the constant stream of orders and shipments, and printing packing slips can become a tedious and time-consuming task. But fear not, as we have a solution for you. This article will guide you through the simple steps of printing packing slips in NetSuite, saving you time and increasing efficiency in your business operations. Don’t let paperwork slow you down, let us show you a more efficient way to manage your orders.

What is NetSuite?

NetSuite is a cloud-based business management software that assists companies in streamlining their operations. It offers a variety of functions, including accounting, financial management, inventory management, customer relationship management (CRM), and e-commerce. NetSuite serves as a centralized platform for businesses to manage their operations, enhance efficiency, and make data-driven decisions. It is designed to grow with a company and can be tailored to meet the specific needs of different industries. With NetSuite, businesses can automate processes, gain real-time visibility into their operations, and increase overall productivity.

What is a Packing Slip?

A packing slip is a document that accompanies a shipment and outlines the contents of the package. It serves as a reference for both the sender and recipient to ensure that all items are included. The packing slip typically includes information such as the names and quantities of items, as well as any special instructions. This document is crucial in the shipping process as it provides a clear record of the items being sent. Many companies utilize packing slips to enhance accuracy and efficiency in their shipping operations.

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How to Print a Packing Slip in NetSuite

In this section, we will guide you through the process of printing a packing slip in NetSuite. This essential document is used to accompany shipments and ensure that the correct items are included. We will cover the steps required to create a sales order, add items to it, and create a fulfillment. Then, we will show you how to print the packing slip for your records. With these instructions, you will be able to efficiently and accurately print packing slips for your business needs.

Step 1: Create a Sales Order

Creating a sales order in NetSuite involves following several steps to ensure accurate processing and fulfillment.

1. Log in to your NetSuite account and navigate to the Sales module.
2. Click on the “Sales Orders” tab and select “New Sales Order” to begin creating a new order.
3. Enter the customer’s information, including their name, address, and contact details.
4. Add the desired items to the sales order by searching for them in the item field and specifying the quantity.
5. Select the preferred shipping method and set the requested ship date.
6. Include any special instructions or notes in the internal notes section of the order.
7. Verify the order details and make any necessary adjustments before saving.
8. Click “Save” to create the sales order and proceed to the next step of the fulfillment process.

By following these steps, you can effectively create a sales order in NetSuite, setting the foundation for the remaining steps of the fulfillment process.

Step 2: Add Items to the Sales Order

To add items to a sales order in NetSuite, follow these steps:

1. Access the NetSuite system and navigate to the Sales Orders section.
2. Select the relevant sales order from the list or create a new one.
3. In the sales order form, locate the line items section.
4. Click on the “Add” button to add a new line item to the order.
5. Specify the item details such as the item name, quantity, price, and any other relevant information.
6. If needed, you can add multiple line items by repeating the previous step.
7. Review the item details to ensure accuracy.
8. Save the sales order once all the items have been added.

By following these steps, you can easily add items to the sales order, including Step 2: Add Items to the Sales Order.

Step 3: Create a Fulfillment

Creating a fulfillment is a crucial step in printing a packing slip in NetSuite. Here’s a step-by-step guide to help you through the process:

1. Log in to your NetSuite account and navigate to the Sales menu.
2. Select the Fulfillment Orders option and click on New.
3. Choose the Sales Order you want to fulfill from the drop-down list.
4. Review the fulfillment details, such as the location, quantity, and shipping method.
5. Click on Save and then on Print Packing Slip to generate the document.

Pro Tip: Ensure that all the information in the fulfillment is accurate and up-to-date before printing the packing slip to avoid any errors or delays in the shipping process.

Step 4: Print the Packing Slip

To print a packing slip in NetSuite, follow these steps:

1. Create a Sales Order.
2. Add items to the Sales Order.
3. Create a Fulfillment.
4. Print the Packing Slip.

To ensure accuracy and customization, consider these tips:

1. Double-check the information on the packing slip before printing.
2. Customize the layout and design of the packing slip to align with your brand.
3. Save and archive the packing slip for future reference.

Other Ways to Print a Packing Slip in NetSuite

In addition to the standard method of printing a packing slip in NetSuite, there are two alternative ways to generate this important document. The first method involves using the Advanced PDF/HTML template, which allows for more customization and control over the design and layout of the packing slip. The second method involves using a third-party app, which can streamline the printing process and provide additional features. Let’s take a closer look at these alternative options for printing a packing slip in NetSuite.

Using the Advanced PDF/HTML Template

Using the advanced PDF/HTML template in NetSuite allows you to customize the layout and design of your packing slips. Here are the steps to print a packing slip using the advanced PDF/HTML template:

1. Go to the Sales Order record in NetSuite.
2. Click on the “Print” button.
3. Select “Packing Slip” from the drop-down menu.
4. In the print preview screen, click on the “Advanced” tab.
5. Choose the desired PDF/HTML template, “Using the Advanced PDF/HTML Template,” from the list.
6. Click on the “Print” button to generate the packing slip using the selected template.

Fact: Customizing your packing slips using the advanced PDF/HTML template can enhance your branding and improve the overall customer experience.

Using a Third-Party App

To make printing packing slips in NetSuite more convenient and efficient, consider using a third-party app. Simply follow these steps:

1. Select a reliable third-party app that is compatible with NetSuite.
2. Install and configure the app following the provided instructions.
3. Access your NetSuite account and go to the sales order or fulfillment section.
4. Choose the specific order or fulfillment for which you need to print a packing slip.
5. Within the app, find the option to print packing slips and click on it.
6. Customize the packing slip layout to meet your business requirements, if necessary.
7. Preview the packing slip to ensure all information is accurate.
8. Print the packing slip using your preferred printer or save it as a PDF for digital distribution.

By using a third-party app, you can simplify the process of printing packing slips in NetSuite and improve your overall order fulfillment workflow.

Tips for Printing a Packing Slip in NetSuite

Printing a packing slip in NetSuite may seem like a simple task, but there are several tips and tricks that can help streamline the process. In this section, we will go over some important steps to ensure accuracy and efficiency when printing a packing slip. From double-checking the information to customizing the layout, we will cover all the necessary tips for a smooth packing slip printing experience. So let’s dive in and make sure you have all the knowledge you need to print a flawless packing slip in NetSuite.

Double-Check the Information

Double-checking the information on a packing slip is crucial to ensure accuracy and avoid any errors or discrepancies. Here is a step-by-step guide on how to double-check the information on a packing slip:

1. Compare the items listed on the packing slip with the items physically present in the shipment.
2. Verify the quantities of each item match what is listed on the packing slip.
3. Check the shipping address and contact information to ensure they are correct and match the customer’s details.
4. Review any special instructions or notes on the packing slip to ensure they have been followed.

True story: A company once failed to Double-Check the Information on a packing slip, resulting in the wrong items being shipped to a customer. This mistake caused delays and extra costs for both the company and the customer. Lesson learned: always take the time to Double-Check the Information on a packing slip to avoid costly errors.

Customize the Packing Slip

Customizing the packing slip in NetSuite allows businesses to personalize the document to their specific needs and branding. Here are the steps to customize the packing slip:

1. Log in to NetSuite and go to Customization > Forms > Transaction Forms.
2. Select “Packing Slip” from the list of transaction forms.
3. Click on “Edit” and navigate to the “Layout” tab.
4. Here, you can customize the layout of the packing slip by adding or removing fields, changing the font, color, or layout.
5. Save your changes and test the customized packing slip.

Pro-tip: Consider adding your company logo, contact information, and any other relevant details to enhance your brand image and make the packing slip more professional.

Save and Archive the Packing Slip

After generating a packing slip in NetSuite, it is crucial to save and archive the document for future reference. Follow these steps to save and archive the packing slip:

1. Once the packing slip is printed, click on the “Save” button to ensure that all changes made are saved.
2. Assign a specific name or number to the packing slip for easy identification.
3. Ensure that all necessary information is included in the packing slip, such as customer details, order number, and items being shipped.
4. Archive the packing slip by clicking on the “Archive” button, which will store the document in the system for future retrieval.