How to Configure Packing Slips
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Written by Webgility Help Center
Updated over a week ago

Packaging slips list all of the products included in a singular shipment. Webgility Desktop offers the option to print a packing slip for each online order. Below is how you can configure the settings for packing slips.

1. To configure packing slip settings, go to Shipping > Packing Slip.

2. Go through the available options and include the information that you want in the packing slip and click Save & Close.

3. Once you have selected the details to include on the Settings page, go to the next tab to set up the Printer Settings. The options within these settings include:

  • Printing packing slips on a thermal printer that you generally use for the shipping labels.

  • Printing only one packing slip for all orders that are shipped using multiple packages.

  • Enabling a print preview.

  • Printing packing slips without the preview pop up.

4. In order to print the packing slip manually, go to the New Orders tab and select each order that you want to print the packing slip for - this can be one individual order, or multiple orders. Then click Print Packing Slip. If this option is selected you will then be shown a preview in the packing slip settings.

Setup a Different Printer on a Webgility Add-On Computer

You can configure a different printer on the add-on user machine for printing packing slips. To do this, you must have a printer connected to the computer from where you want to print the packing slip.

Log-in to the Webgility add-on computer as the add-on user, and go to Shipping, and click on Packing Slip from the dropdown menu. In this section you will then define the Printer Settings for Packing Slip.

Automating the Printing of Packing Slips

You can configure Webgility Desktop to automatically print packing slips:

  • After posting an order to QuickBooks

  • After generating a shipping label through the Webgility app

Either of these two actions can trigger the printing of packing slips.

To automate printing the packing slip after an order is posted to QuickBooks you need to go to Integrations > Accounting > Posting Settings.

In Optional Settings you will need to navigate to Customize post options and select the checkbox to enable Print Packing slip after post to Quickbooks.

To automate printing the packing slip after generating a shipment you will need to go to Integrations > Others > Shipping Settings. Under Options you will need to select the checkbox to enable Print Packing slip after generate shipment.

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