Packing List

Packing List is a document provided by the seller/supplier (you) to the customer/recipient. It accompanies delivery packages. Commonly it includes itemized content of the package without its price. Its purpose its to inform the customer (recipient more likely) about the package content.

An invoice goes to the person who is responsible for payment, packing list is a part of the shipment.

There are some prerequisites you need to fulfil in order to use your Packing List template successfully: Packing List Template, E-shop Settings and Document Sequences:

  • The Packing List template itself. You can use the default one or code your own in the Templates application (in a particular website editor).

  • It is necessary to create a Document Sequences in the Administration module in the Document Sequences application. Document Sequence generates unique numbers for your packing lists because every packing list must have an identification number. These Document Sequence have to be added to the E-shop Settings.

  • Created packing list template has to be also connected with particular E-shop Settings on the Documents tab.

There are several ways how to distribute the packing list to customers:

  • You can add it as an attachment to the Purchase Confirmation E-mail. This setting can be done in the E-shop Settings application (located in the Administration module) on the E-mails tab. Here you need to assign it to the e-mail type on the E-mails tab as an attachment.

  • The packing list is (according to its generating settings) available on the Documents tab in an Order detail. From here you are able to print it and add it to the package.

Package list can be generated automatically for orders which:

  • are paid

  • payment method is cash on delivery

  • payment method is invoice

Create an Packing List Template

Packing list template defines how the rendered document will look alike. All the data that will be displayed on it and its layout as well. According to this template all packing lists will be generated.

Packing lists templates are created in the Templates application in a particular website (Tools and Settings tab). As a default you can see here a default packing list template. You can create your own or you can just edit the default one according to your needs. In this tutorial we have created a new one that will be modified.

Before you start creating your packing list you need to know, that the packing list is a personalized document. It means that every customer has their own packing list that contains information about the customer and the customer’s purchase. This customization is provided by a parameter. Parameter carries particular information (such as a customer’s name of products from order) that is connected with the customer and particular order.

If you insert these parameters into the packing list code, you create a personalized document. If you need more information about parameters and how to use them, see the information below.

If you want to know how to create and use an packing list on your online store, please follow this tutorial. We assume that you already have:

  • A functional online store with products, so you can test your packing list after you create it.

  • A Branch which is used to dispatch orders from your online store (information about a Branch will be used and displayed in the packing list).

  • An E-shop Settings where you will define the usage of the packing list we will create in this tutorial.

  • A Document Sequence for an packing list that generates a unique number of packing lists.

  • A little experience with coding in HTML. You don’t need to be a programmer, but you should know the base and be able to create a valid HTML document.

If you don’t have something from the list above, please follow related tutorials, help-sites and create all these prerequisites before you start with the packing list.

If you have it, you can start with the tutorial:

  1. Run a particular website editor.

  2. Run the Templates application (Tools and Settings tab) by simply clicking on its name.

  3. In the toolbar click the New button.

    • Name is a required field that is never displayed to customers and serves only for your own and BizBox Admin purposes.

    • Description field is optional, but we recommend you to insert short info about this packnig list, because it can save your time in the future.

    • Type field is used to define the purpose of this template. You need to select the Packing List.

    • Base Template defines an existing template which will be used as a default for this newly created one. Select the Packing List.

    • Language defines the language in which this template is coded. This is really important if you are using a multilingual website because you can subsequently create translations for it. Offered languages are dependent on the languages you have added into BizBox in the Languages application. If you are looking for a language that is not a part of this selection, add it in the Languages application first.

    • Click the Add button.

  4. The Content tab is opened automatically and you can see the content of a default packing list which you can freely edit.

  5. As you can see, packing list is coded in table form. Right in the beginning you can see a parameter {{ invoice.number }} that carries the number of the packing list. This number is generated thanks to Document Sequences (this is why it is necessary to have created and added Document Sequences in the E-shop Settings).

  6. Parameter display a particular value in the final packing list. To see all the parameters and how to use them, see the information below.

  7. Code and change the template according to your needs. After that click the Save button and your packing list is ready for add to E-shop Settings.

Now it’s the time to add this packing list to your e-shop settings. We assume that you already have created your E-shop Settings and you are only missing a packing list.

  1. Run the Administration module.

  2. Run the E-shop Settings application by simply clicking on its name (left menu).

  3. Double-click the particular E-shop Settings you are using on your online store.

  4. Navigate to the Documents tab and click the Add button.

    • In the Type field select Packing List, because you want to add a packing list to this E-shop Settings.

    • In the Template field select the Name of the template you have created in the first part of this tutorial.

    • The Generate Automatically setting is set to YES as default. If you want to generate all packing lists manually in the detail of a particular order, set it to NO. Otherwise the packing will be generated for every order switched to the Paid state or paid with methods cash on delivery or invoice. Packing lists (and its generating) are available in an order detail in the Documents tab.

    • Click the Add button and also the Save button located in the tool bar.

  5. Now is your packing list ready! Don’t forget to approve the project.