Forum Discussion

Geoff7's avatar
4 years ago

Emailing Picking Slips

Hi 

 

Is there a way to email picking slips through MYOB. We are currently printing the picking slip scanning it to a PDF than emailing to our warehouse and customers. 

 

I have tried  to go to print / email invoices and changing the sales type but i cant finf this option.

 

We are trying to go paperless and this would be a great time saving option to have.  

 

Thanks 

Geoff

  • Hi Geoff7 

     

    AccountRight currently only allows for invoices, quotes and orders to be emailed. Packing slips are designed to be printed from within the software. Within the Print/Email Invoices>>To be Emailed tab>>Advanced Filters>>Sale Type will only show sale layouts (not packing slips or labels).


    Some users have gotten around this by one of the following actions:

    • Print that packing slip to PDF and then manually attaching to an email.

    • Customise an invoice style form (removing the price...) and using that form as a pseudo packing slip. If you using this option you would need to ensure that the Selected form for sale prior to emailing that "packing slip" would be the required form.
  • Hi Geoff7 

     

    AccountRight currently only allows for invoices, quotes and orders to be emailed. Packing slips are designed to be printed from within the software. Within the Print/Email Invoices>>To be Emailed tab>>Advanced Filters>>Sale Type will only show sale layouts (not packing slips or labels).


    Some users have gotten around this by one of the following actions:

    • Print that packing slip to PDF and then manually attaching to an email.

    • Customise an invoice style form (removing the price...) and using that form as a pseudo packing slip. If you using this option you would need to ensure that the Selected form for sale prior to emailing that "packing slip" would be the required form.
    • Geoff7's avatar
      Geoff7

      Thank you. I will save them as a PDF than attache them to a email.