After you've created customized e-mail or packing slip templates, it's easy to assign them to a specific individual order.
Please note that you must be on a Silver or above plan to customize your packing slip, though the instructions below will still work for your custom e-mail templates.
In the app, click on the Orders tab and then find the order that needs a specific packing slip or email template assigned.
Click the order number to open up the Order Details screen, and then look for the Order Templates section on the lower right side of that screen.
Choose a specific packing slip and/or e-mail template for the order by simply choosing it from the appropriate drop-down menu.
Once you've done that, close the Order Details screen, and you're all set!
Check out this article if you'd like to assign templates based on selling channel.
You can also use Automation Rules to assign specific templates based on certain order criteria!
A few things to note
- You can't use ShipStation to send confirmation emails to customers purchasing from your Amazon, Rakuten/Buy.com stores. These companies don't allow us to send confirmation emails for their orders, so you will have to edit those e-mail confirmation settings in your respective marketplace accounts.
- Assigning a template on the order level will override a general assignment made at the store level.
- To change multiple orders at once without changing the store settings, go to Other Actions > Apply Bulk Action and choose Use a specific packing slip.
Note: In ShipStation, dispatch sheets are referred to as "packing slips". When you see ShipStation make reference to "Packing Slips" remember that this term is interchangeable with Dispatch sheet.