Paper Saving with Packing List/Invoice

[party_pete]

Currently out procedure is;

Print Packing List
Pick & Pack Order
Print Invoice (inc Integrated Address Label) & Include in Parcel
File Packing List

This is probably something basic that i'm missing but what we'd like to do is;

Print Packing List (inc Integrated Address Label)
Pick & Pack Order
Include Packing List in Parcel
Email invoice to customer when requested.

But, without printing the Invoice, the order does not complete.........now what am I missing or what should I be doing?

[Darren B]

pete go to business settings and tick the box mark invoice as printed for the one click completion.

I dont print any invoices now, just email a pdf when asked.

[Jan]

Another way to do this might be to swap over the invoice and packing list report files, so that if you print an invoice you get a packing list and vica versa, that way the invoice status is printed and so the order will complete once you have printed the packing list (packing list is orders.rpt, invoice is invoice.rpt)

Regards,

[party_pete]

Thanks Darren and apologies for being a thicko but,

I've ticked Enable One Click Order Completion
and also ticked; Print Packing List & Mark Invoice as Printed

Have tried to process an order but it still sticks in pending - what else would you suggest ticking?

I've ticked/unticked all sorts of combinations but no joy

[Neilo]

Pete,

Here's what we do:

Download a pdf writer if you do not have one, we use Cutepdf, set it as the default printer for invoices under printer settings. Then when you print the invoice it will give you the option of save or cancel. Save if you want to email it to the customer or cancel if not, either will move the order into completed.

Neil.

[OriginalTouch]

We have not got One Click Order Completion enabled but we do export our orders. Exporting the order does complete the order at the same time whatever has been printed. If you then reprint the packing list once completed, the order moves into the pending tab. We play with this to get the order in the right place!!

[pinbrook]

is there a reason why you want to send the packing list to the customer rather than the invoice?

can you pick using the invoice? hence print invoice on int label, pick and pack.

For years we didnt send invoices or packinglists with orders, i think we got asked for an invoice once. However now we use jan's paper we do send invoice (and dont print packing list)

[OriginalTouch]

I agree.

We print via CutePDF so email invoices to customers and packing lists to the warehouse - no paper and keeps a PC trail of packing lists rather than a file of paper that can get lost!

[Neilo]

The only reason we include a packing slip instead of invoice is quite often our products are sent as a gift to a different address. Maybe different for Pete though.

Neil.

[OriginalTouch]

If it gets over the problem, you can change the invoice template using Crystal Reports to show the delivery address you need on the left and invoice address on the right?

[Neilo]

Sorry Sam, what I meant was we do it this way so that the person receiving the item as a gift doesn't see how much was (or wasn't) spent.

Neil.

[Darren B]

Thanks Darren and apologies for being a thicko but,

I've ticked Enable One Click Order Completion
and also ticked; Print Packing List & Mark Invoice as Printed

Have tried to process an order but it still sticks in pending - what else would you suggest ticking?

I've ticked/unticked all sorts of combinations but no joy

Pete it sounds to me as though something is either wrong with actinic or something missed.

i have the following ticked

ship all lines
mark picking list printed
send email
mark invoice printed.

I dont send invoices as alot of my order tend to be presents or shipped to another address. if we do send an invoice it would go to the invoice address not the delivery address, and as i use jans labels paper it would not be wise to print invoices as these could end up being sent to the person who the present is for.

Having done MOTO for 10 years you learn what way to do things for a quiet life. I much prefer emailing an invoice when asked

[NicolaUK]

is there a reason why you want to send the packing list to the customer rather than the invoice?

can you pick using the invoice? hence print invoice on int label, pick and pack.

For years we didnt send invoices or packinglists with orders, i think we got asked for an invoice once. However now we use jan's paper we do send invoice (and dont print packing list)

That's exactly what we do.

[Jan]

We print both, but I've modified the packing list to highlight things like non-uk addresses and have colour coded my products to make it easier to pack them, so my packing list isn't suitable for sending out. It's proved to be very useful though.

Regards,