Once you've created a customized packing slip, be sure to configure your account to use it where applicable. There are four ways to assign packing slips to orders:
- Apply the template to a specific selling channel
- Use an automation rule
- Assign to an individual order
- Apply to multiple orders using a bulk action
Apply the template to a selling channel
Head to your Account Settings (the gear icon in the upper right).
Next, select Selling Channels and then Store Setup from the sidebar on the left.
Click Edit for the store you'd like to assign this packing slip to and click on the Packing Slips sub-tab. Change the packing slip template and Save Changes at the bottom of the page.
Use an Automation Rule
Use a specific packing slip for orders that fit certain criteria by creating an automation rule by going to the Account Settings (gear in the top right).
Next, select Automation and then Automation Rules from the sidebar on the left.
For example, use a packing slip template without pricing for gift orders.
Assign to an individual order
Override the default packing slip for an order by navigating to the Orders tab, select an order to pull up the Order details, and find the "Order Templates" section.
Apply using a bulk action
Apply it to selected orders or all orders in a view using Bulk Actions, by going to Other Actions > Apply Bulk Action.
*Please note that any changes to the Store Settings or Automation Rules will only take effect for future orders.