Include or Exclude Packing Slip for Drop Shipments/Vendor Direct Shipments

This how-to video walks through the process of including or excluding a packing slip when sending a drop shipment to a customer. It highlights the simple steps involved in controlling this option within the email dialog of the purchase order (PO).

  • Ensure the Sales Order Line is Fully Backordered Before Creating a Drop Shipment
  • Create the Drop Shipment from the Sales Order
  • Open the Email Dialog when Publishing the Purchase Order (PO)
  • Check or Uncheck the Box to Include or Exclude the Packing Slip
  • Confirm the Email, and the Packing Slip will be Adjusted Based on Your Selection
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