How to Customize Packing Slips in Luminous

Packing slips in Luminous help streamline the order fulfillment process. With various customization options, you can tailor them to your operational needs, such as adding product photos, warehouse locations, or custom barcodes. Follow these steps to create and modify packing slips effectively.

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Step 1. Navigate to Packing Slip Templates

1. Go to the Manage section in Luminous.
2. Scroll down and click on the Templates button.
3. Locate the Default Packing Slip template (or any existing template).
4. Click the three dots next to the template and select Edit.

Step 2. Customize Basic Settings

1. Rename the Template:
   • Update the name to differentiate it from others (e.g., “Standard Packing Slip” or “Custom Packing Slip”).
2. Adjust Page Size and Orientation:
   • Choose between standard sizes (e.g., A4, Letter).
   • Select Portrait or Landscape orientation, depending on your printing needs.

Step 3. Customize Columns

1. Add or remove columns based on your requirements:
   • Include Product Photos: Add visual references for easier identification.
   • Add Warehouse and Location Details: Specify storage locations to assist with picking.
2. Enable Customer Notes:
   • Export customer-specific notes onto the packing slip for additional order details.

Step 4. Customize Kits Display

1. Choose how kits appear on the packing slip:
   • Show Kit Components Only: Lists individual items in the kit.
   • Show Kit Product Only: Displays the kit as a single unit.
   • Show Kit and Components: Displays both the kit SKU and its components (most popular option).

Step 5. Customize the Footer

1. Use HTML to modify the footer:
   • Include additional fields, such as order-specific details or company branding.
2. Add Barcodes:
   • Customize the barcode format to integrate with your scanning systems.
   • Ensure it matches your operational or inventory tracking requirements.

Step 6. Save and Apply Changes

1. Review your customizations.
2. Click Save to update the template.

Tips for Optimizing Packing Slips

• Test the template with a sample order before applying it system-wide.
• Use barcodes to speed up scanning during fulfillment.
• Ensure all relevant details are visible, especially for large or complex orders.

Key Takeaways

• Packing slip templates live under Manage > Templates. Edit the default template from its three-dot menu.
• You can change the template name, page size and orientation (portrait or landscape).
• The most popular column additions are product photos and the warehouse and storage location, which lets your team pick straight from the packing slip.
• Kits can show the kit only, the components only, or the kit and its components. Kit and components is the most common choice.
• The footer supports HTML and custom order fields, and the barcode can be customized to work with your scanning workflow.

Popular Packing Slip Setups

• Pick-ready slip: add the warehouse and location columns so pickers can walk the aisles straight from the packing slip, without a separate pick list.
• Visual slip: add product photos so packers can confirm the right item at a glance, which helps with similar-looking products or new staff.
• Customer-friendly slip: turn on customer notes so gift messages or special instructions print with the order.
• Kit-heavy slip: show the kit and its components so packers know exactly what goes in each bundle.
• Scan-friendly slip: customize the barcode so scanning it pulls up the order in your shipping or packing station software.

Common Questions

Can I pick orders from the packing slip? Yes. Adding the warehouse and location columns shows where each item is stored. For a full pick list workflow, see How to Use Pick and Pack in Luminous.

How do kits show on a packing slip? That depends on the kit setting in the template: kit product only, kit components only, or both. To set up kits, see How to Set Up and Manage Kits in Luminous.

Can I add my own fields to the packing slip? Yes. The footer can be customized with HTML, including custom fields from the order.

By customizing packing slips in Luminous, you can create a more efficient and accurate fulfillment process tailored to your team’s needs.