From an order you can generate a packing slip PDF. It uses your organization's logo and configured templates, and can be printed, downloaded, or shared digitally.
Packing slip
A packing slip lists the items and quantities in the order. It is sent with a shipment or used as a pick list. Currently, packing slips are the only order document type available in Beam.
Generating a packing slip
To generate a packing slip from an order:
- Open the order.
- Press the three dots (⋯) to open the order menu and select Packing slip PDF.
- The PDF is generated and downloaded automatically.
- You can then open the file to print it, or share it via email or another app.
What is included in the packing slip
- Header: Title "Packing Slip", order number (e.g. ORD-829280), reference, date, and delivery date.
- Delivery address: Customer name and full shipping address.
- Product table: Columns Product, Art. no. (article number), and Qty (quantity). A summary shows total lines and total pieces (e.g. "1 line", "4 pieces").
- Remarks: Notes or special instructions from the order.
- Signature block: Lines for signature and date (if configured).
- Footer: Your organization name and page number (e.g. 1/1).
Customizing document templates
Document templates control the layout, logo, and content of the packing slip PDF. Templates are configured per organization in Settings.
- Upload your organization logo to have it appear on the packing slip.
- Set your organization address and contact details.
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Template configuration requires administrator permissions. Contact your Beam administrator if you need to update your document templates.