Explains how to create custom templates for packing slips and how to apply custom templates to your orders.
Customized packing slips are a great way to extend your brand beyond your customer's buying experience. You can also using custom packing slips to help organize your pick and pack process.
ShipStation allows you to create as many custom packing slips as you need and apply them either at the store or order level. You can even use automation rules to apply packing slips to orders that meet special criteria.
ShipStation allows you to customize your packing slips in two ways:
Document Options allow you to choose your packing slip format, the sequence items appear on packing slips, and whether your store logo, item prices, item SKUs, and the Scan to View barcode appear on your packing slips.
Document Options for packing slips allow you to customize parts of your packing slip regardless of your subscription plan.
Packing slip Document Options are account-wide settings.
Packing Slip Format
The printer you use determines the packing slip format.
If you set the Label Layout to include packing slips, you cannot change the packing slip format here.
Order Items By
Determines the sequence an order's items are listed on the packing slips.
Order Items By:
Will add the store logo uploaded in your Store Settings to the packing slip.
On the default packing slip, ShipStation adds the logo to the top right corner of the packing slip.
For customized packing slips, the logo will appear where you have designated the [Store Logo] field replacement to appear in the packing slip HTML editor.
Allows you to show or hide item prices on the packing slip.
For customized packing slips, disabling this option hides any HTML element using the "price" class.
Allows you to show or hide item SKUs on the packing slip.
For customized packing slips, disabling this option hides any HTML element using the "sku" class.
"Scan to View" Barcode
Allows you to show or hide ShipStation's Scan to View barcode on your packing slips.
The Scan to View barcode is a special barcode you scan with a barcode scanner to open the Order Details of that order while in any part of the ShipStation interface.
If you plan to use ShipStation's Scan to Print feature, your packing slip must include the Scan to View Barcode.
Item Locations (Not available in ShipStation Legacy.)
This option only selectable if Inventory Tracking is enabled.
Allows you to include the product's Inventory Warehouse Location (set in the Inventory tab of the Product Details) on the default packing slip.
There are two fields displayed as Warehouse Location in ShipStation:
This setting will only display the Inventory Warehouse Location. To display the Product Default Warehouse Location instead, you must customize a packing slip and include the [Warehouse Location] field replacement.
For customizing packing slips beyond the basics available with Document Options, ShipStation provides a packing slip template and HTML editor so you can design your packing slips exactly as you like.
You must be on a Silver plan or higher to create and edit packing slip templates.
You can create as many packing slip templates as you need. For example, create a custom template for each selling channel or templates that include discount codes for customers who spend more than a set amount on a single order.
Once you create custom packing slip templates, you must to assign them to your orders. You can do this at the store level or at the individual order level.
Packing slip templates require some basic HTML knowledge.
ShipStation does not provide custom HTML assistance. Our support team is available to troubleshoot, but they do not provide design or consultation services. Visit our user forum for custom template help from other ShipStation users.
Next, you can choose to do one of three options:
Click the +New Packing Slip Template button to create a packing slip from scratch.
Click Copy to make a copy of an existing template and edit the copy.
Click Edit to edit an existing packing slip.
No matter which option you choose, a window will then display an editor where you can customize your packing slip HTML.
If the Packing Slips option is not visible in your Template Settings, you may be on a Bronze or lower subscription plan. You must be on a Silver plan or higher to access packing slip templates.
The packing slip editor is divided into four sections. Click a section header to access and edit the HTML for each section of the packing slip.
In the default template, each section contains specific order information:
Order Header: Store logo, Ship From and Ship To address, Order #, Order Date, customer Username, Ship Date
Order Items Header: Item (Sku), Description, Price, Qty, Ext. Price labels for the Order Items list.
Order Items: A list of the items contained in the order with item SKU, description, item price, quantity, and total price.
Order Footer: Order Notes, Sub Total, Tax, Shipping, Total, Packing Slip Message, Scan to View Barcode.
You can edit each section using HTML and CSS (both inline and using <style> tags).
ShipStation's packing slips rely heavily on HTML tables for formatting. Some of the table elements are hidden and cannot be edited. If you are experienced with HTML and CSS, download the sample template file at the bottom of this article, open in a browser, and view the source code to understand all elements, style attributes and classes, and the overall structure of the packing slip.
If you are not experienced with HTML and CSS, don't worry! We have several sample HTML articles with commonly requested customizations and step-by-step instructions on how to implement them.
Field Replacements will pull store specific, order specific, shipment specific, and recipient specific information into the packing slip ShipStation creates.
Field Replacements are indicated by the square brackets [ ] surrounding the text in your packing slip editor. You can add field replacements to your template by selecting the desired Field Replacement from the Field Replacements drop-down or by manually typing in the field replacement into the HTML editor.
If typing the replacement, it must be typed exactly as you see it in the list (including spaces and capitals) and enclosed in square brackets.
For details on each available field replacement and a description of what information each field replacement adds to your template, review our Field Replacements in Custom Templates help article.
ShipStation does not currently have a visual editor for packing slips.
ShipStation uses a specific toolkit library to convert the HTML into a PDF for printing. The toolkit does not support all HTML tags and also relies on quirk mode. However, the editor will validate your code when you save it.
You can also create some conditional styling using CSS pseudo-selectors.
Use the Download Sample button in the editor to view your packing slip as you work. Your browser will download a PDF of your packing slip with ShipStation's sample packing slip details.
After you have created custom packing slip templates, you can apply them to orders in a few ways.
Apply the template at the store level. This method will apply the same template to all orders importing from that selling channel.
Apply the template at the order level. This method allows you to change the template used on individual orders while leaving the store's default template in place.
Apply the template using Automation Rules. Use Automation Rules to apply a template to an order when it imports if the order meets certain criteria. For example, apply a template that includes a coupon code if the order exceeds a monetary threshold.
To ensure all orders that import from a specific store use the same packing slip template, assign the template in the store's Packing Slips setting.
Repeat the above steps for each connected store. The selected template will then apply to all new orders when they import from the store.
Previously Imported Orders Will Not Be Affected
Orders that have already imported will not be affected by this change. To change the template used on orders that have already imported, Apply the template to Individual Orders instead.
You can change the packing slip template used for each shipment on an order either in the Order Details screen (for a single order) or using a bulk action (for multiple orders).
ShipStation will now use the selected template for the shipment when you print the packing slip.
ShipStation will update the templates for the selected shipments and use those templates when you print the packing slips.
If you need to apply a specific template to an order but did not update in the Order Details prior to selecting Print, the ShipStation Print pop-up allows you to change the packing slip template directly in the print screen.
Just select the new template from the Template drop-down menu before you print or download the packing slip.
Resize Store Logos: By default, the 8.5" x 11" packing slip templates set a max-width of 300 and a max-height of 80 pixels, and the 4" x 6" packing slip templates set a max-width of 150 and a max height of 60 pixels to your store logo image.
For methods on how to resize your store logo image, review the How do I adjust the size of my logo? article.
The [Store Logo] field replacement only uses the image uploaded to your Store's Branding tab in ShipStation. However, you can use externally hosted image URLs in your <img> tags if you choose. Please note that ShipStation may be limited by the image host's response time.
Large logo files: ShipStation must query our databases for all the data to include on each packing slip. If image files are too large (whether hosted in ShipStation or externally), this can cause ShipStation to generate the packing slip before the full image has loaded.
ShipStation does not cache packing slip PDFs. This means ShipStation generates a new packing slip PDF every time you select the option to print a packing slip. This allows ShipStation to always print the most up-to-date information on the packing slips.
To troubleshoot common issues with ShipStation's packing slips, please review our Packing Slip Troubleshooting Guide.