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Printing options for Sales Orders
Printing options for Sales Orders

Learn what documents you can print from Sales Orders

Vânia Lourenço avatar
Written by Vânia Lourenço
Updated yesterday

There are four types of documents you can print from your Sales Orders list in Autodesk Prodsmart. This article will explain what they are, how to print them, and what information they can contain.

To print documents from a ‘Sales Order’ you can go to ‘Sales Order’ -> Select one or multiple Sales Orders (via bulk action) -> Press “Print Documents” at the top.

The 4 types of documents you can print are presented in the pop-up image below:


What can you find in each document?

1. Shipping Labels/Bill of Lading:

When integrated with a service like ‘Shopify’ or ‘Wayfair,’ you can print Shipping Labels; they are an identification label that helps describe and specify what’s inside the delivery package. You can select your carrier (like FedEx or UPS), and the shipping label will be printed for that carrier.

In case you're not integrated with any service, you can also print the Bill of Lading where you will find Bill of Lading and Sales Order number, current date, shipment details (product code, quantity and weight) and signatures table. Note that this will only include items that have already been shipped in the Sales Order.

Below follows a list of possible customizations for this document:

On the top:

  • Company Logo: can be added on Settings > General > Logo

On the Header:

  • Ship from: is the Company Address, to add this information reach out to us

  • Ship to: is the Shipping Delivery Address, that can be defined on the sales order shipping

  • Pallets: when doing the shipping process, you can define a pallet for the products. If you don't have any, create it here. Beware that the Shipping Package Type must have the setting "Usable on shipping movements" enabled.

Shipment details:

  • Weight and its UoM: it's a product field, go to Products > Unit of Measurement and define both.

  • Variable parameters: If the product being shipped has parameters defined in the sales order they will appear after the product code.

2. Packing Slip:

A packing slip is a document that includes the complete list of items (code and name) included in a package/sales order, the shipping date and the quantity shipped. This will only include items that have already been shipped in this Sales Order.

Besides the information mentioned above in the packing slips you can also have:

On the top:

  • Company Logo: can be added on Settings > General > Logo

On the Header:

  • Phone Number: add it to the client information

  • Shipping Delivery Address: add it to the client and after select it in the sales order shipping

  • Custom Fields: reach out to us to configure them

Columns:

  • Revisions: you need to activate the setting and have products with revisions

  • Lots: you need have the setting "Enable to register lots / serial numbers" enabled, produce with lots and select the lot in the shipping page

  • Observations: these are added on shipping page

  • Pallets: define them here and choose them in shipping page

3. Header Sheets:

If you have created Production Orders to fulfill your Sales Order’ you can print the Header Sheets for those Production Orders. These will include all information below about the production order, product, and operations to fulfil it as well as barcodes for those entities.

It's also possible to:

  • add pictures: please check this article to know how (under product spec sheet).

  • add color: if you add a color to the product, it will be displayed on this document.

  • add box quantity: when you add box quantity the header sheet can be printed by box or individually, check this article to know more.

  • show notes: these can be added on the Production order and on operations. To do this activate the setting "Show production order and operation notes on header sheets".

  • show expected consumptions: at a Production order level and at an operation level. To do this activate the setting "Show expected consumptions on header sheets".

  • show operation section: You can also show operations' section that will appear in the operation table. To activate this, activate the setting "Show operations' section header sheets".

All these settings can be found on Settings > Production > Header sheets.

The header sheet will be similar to the image below:

4. Picking List:

Picking list is a document that contains the list of picking items compiled to fulfil a ‘Sales Order’. It will include the ‘Sales order Code’, the due date, the client and the product code and quantity needed. You can also add client details such as Vat number, name and delivery address, all you need to do is to add it to the client information here.

How to reprint Packing slips and Bills of Lading?

Alternatively you can edit a Sales Order and print a Packing Slip or Bill of Lading from a specific shipping by pressing the 3 dots on it and "Stock movements sheet".

A new window will open detailing all stock movements made for that shipping and allowing you to export them to excel or print documents.


Sales Orders Print Sheet

Upon creation of a sales order a new print button becomes available on the bottom of the page. This print will give you a resume of your sales order before shipping it.

In this Print sheet you will find company name, sales order code, sales order creation date (on the top), followed by the shipping code, requested and due date date, product code, observations, quantity ordered and price. The print sheet also has, as footer, the printed date and page numbers, check image below:

Besides the information mentioned above in the sales order print sheet you can also add:

On the top:

  • Company Logo: can be added on Settings > General > Logo, it will replace the company name previously mentioned.

On the Header:

  • Client information: Vat number, name, billing address, phone number and email. You can add it to the client page.

  • Custom Fields: reach out to us to configure them.

Columns:

  • Revisions: you need to activate the setting and have products with revisions, can be added on Settings > Catalog, Processes and Quality > Product.

  • Unit price: can be added on Settings > Sales and Purchases > Printing, enable 'Show Unit Price On Sales Order Print Sheet'.

  • Total price: if the products have the price defines will be shown.

Bottom:

  • Notes: you can add external notes to the bottom of you print sheet, it can be either written directly on the sales order > advanced fields or you can create one under Quality > Saved notes and select it upon creation of the sales order.

The print sheet will be similar to the image below:

If you have any doubt about these or related features, feel free to reach out to us through our Live-Chat feature or directly with your Account Manager!

Need help? Request a Prodsmart expert to contact you here.

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