How to Edit a Packing Slip on Shopify

Managing a successful online store requires attention to detail and effective organization, especially when it comes to handling orders and shipments. One essential document for online retailers is the packing slip.

In this guide, we will walk you through the process of editing a packing slip on Shopify, including the importance of packing slips, accessing your account, locating the relevant order, customizing the template, and generating a new slip. Let's get started!

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Proven Steps to Edit a Packing Slip on Shopify

Whether you're new to shopify or an experienced user, we understand that managing your store's logistics can be a challenge. That's why we've compiled a list of proven steps to help you efficiently edit packing slips on Shopify, ensuring a smooth and streamlined order fulfillment process. Let's dive in and simplify your shipping operations today!

Why Edit a Packing Slip?

Editing a packing slip might be necessary for several reasons, such as needing to:

Add or remove items from the order: If a customer decides to add or remove items from their order before it ships, the packing slip will need to be updated accordingly.
Update the recipient's address or contact information: If a customer has moved or needs to update their contact information, the packing slip will need to reflect these changes.
Include personalized messages or promotional material: Sellers can use packing slips to include personalized messages or promotional material, such as discount codes or product recommendations.
Modify the branding, layout, or design of the packing slip: Sellers can use packing slips to reinforce their brand identity by customizing the layout, design, or branding of the document.

Shopify makes it easy for store owners to edit and customize packing slips, ensuring a smooth and efficient shipping process. By taking advantage of this feature, sellers can improve their customer service, streamline their inventory management, and reinforce their brand identity.

Step01: Accessing Your Shopify Account

Shopify is a popular e-commerce platform that allows business owners to create an online store and sell their products to customers all over the world. If you're a Shopify store owner, you may need to edit packing slips from time to time. Also if you are interested how to print invoices, you must read this!

Before you can do that, though, you'll need to log into your Shopify account and navigate to the Orders section of your dashboard. Follow these simple steps:

Logging In to Your Shopify Dashboard

To access your Shopify account, you'll need to visit the Shopify login page at https://www.shopify.com/login. Once you're there, you'll need to enter your email address, password, and store URL. If you're having trouble remembering your login details, don't worry - you can easily reset your password or retrieve your store URL by following the links on the login page.

Once you've entered your login details, click on the "Log In" button to access your Shopify dashboard. This will take you to a page that provides an overview of your store's performance and various administrative options.

Navigating to the Orders Section

Now that you're logged in to your Shopify account, it's time to find the Orders section. This is where you can view and manage all of your store's past and current orders, including the packing slips for each order.

To find the Orders section, look for the "Orders" tab on the left-hand side of your dashboard. It should be located near the bottom of the menu, under the "SALES CHANNELS" heading.

Click on the Orders tab, and a new page will appear, displaying a list of all your store's past and current orders.

From here, you can easily locate the order you need to edit the packing slip for. Simply click on the order number to view the order details, and then click on the "Print packing slip" button to generate a printable packing slip for that order.

If you need to make any changes to the packing slip, you can do so using a PDF editor or other document editing software.

Overall, accessing and editing packing slips in Shopify is a straightforward process that can be easily accomplished by following these simple steps.

Whether you're a new Shopify store owner or a seasoned pro, you'll find that Shopify's user-friendly interface makes it easy to manage all aspects of your online store.

Step02: Locating the Order with the Packing Slip

Now that you're in the Orders section, it's time to locate the specific order with the packing slip you want to edit. Below, we've covered two techniques to find the order: searching for a specific order and filtering orders by date or status.

Searching for a Specific Order

At the top of the Orders page, you'll see a search bar. Enter the customer name, order number, SKU, or any relevant information to quickly locate the specific order you need. Once you've found the appropriate order, click on it to view its details.

For example, if you're searching for an order by customer name, you can enter the first few letters of their name to see a list of all orders with a matching name. This can save you time if you have multiple orders with similar names, and you want to quickly find the right one.

Similarly, if you're searching for an order by SKU, you can enter the SKU number to see a list of all orders that include that product. This can be helpful if you want to find all orders that include a specific item.

Filtering Orders by Date or Status

Alternatively, you can filter your orders by date or order status. Click on the "Filter" button at the top of the Orders page and choose your desired date range, order status, or other filter options. This method can be particularly useful if you're looking to edit packing slips for multiple orders within a specific range.

For example, if you want to edit packing slips for all orders that were shipped in the last week, you can select the date range filter and choose "Last 7 Days." This will show you all orders that were shipped in the last week, making it easy to edit their packing slips all at once.

Additionally, you can filter orders by order status, such as "Pending," "Processing," or "Completed." This can be helpful if you want to edit packing slips for all orders that are currently in a certain status.

Overall, using the search and filter functions can help you quickly locate the specific order you need to edit its packing slip. These tools can save you time and effort, allowing you to focus on other important tasks for your business.

Step03: Editing the Packing Slip Template

As an online retailer, packing slips are an essential part of your business. They provide important information to both you and your customers, including order details, shipping information, and return policies.

However, a standard packing slip can be a missed opportunity to showcase your brand and create a memorable unboxing experience for your customers.

That's why it's essential to customize your packing slip template to reflect your brand's unique personality and style. By doing so, you can create a cohesive and professional look that will leave a lasting impression on your customers.

Accessing the Packing Slip Template

Locating the order is the first step in editing the packing slip template. Once you've found the order, it's time to access the packing slip template. From the Order details page, click on the "More actions" tab located near the top right corner of the screen.

In the dropdown menu, select "Edit packing slip." This action will take you to the "Packing Slip Template" page, where you can make your desired changes.

Customizing the Packing Slip Design

Now that you've accessed the packing slip template, it's time to customize the design. On the "Packing Slip Template" page, you will see a text editor containing the HTML code for the packing slip design.

Don't be intimidated by the code! With a little bit of knowledge, you can customize the look and feel by editing the HTML, adding any specific styling or branding elements to create a unique and professional packing slip.

Consider using your brand's color scheme and font to create a cohesive look that aligns with your website and other marketing materials. You can also add your logo or other branding elements to make the packing slip feel more personalized and special.

Adding or Removing Information

Within the HTML code, you can add or remove any desired information, such as product SKUs, images, or personalized notes. Including product images or descriptions can help customers quickly identify their items, while personalized notes can add a thoughtful touch to the unboxing experience.

Be sure to carefully review your changes and ensure the packing slip still functions correctly. Double-check that all necessary information, such as order numbers and shipping addresses, is included and easy to read.

By taking the time to customize your packing slip template, you can create a memorable unboxing experience for your customers and showcase your brand's unique style and personality.

Step04: Generating a New Packing Slip

After you've made your desired changes to the packing slip, it's time to create a new packing slip based on the updated template. Follow these steps to preview and print the packing slip:

Previewing the Updated Packing Slip

Before printing, it's crucial to preview your edited packing slip to ensure it displays correctly. At the bottom of the "Packing Slip Template" page, click the "Preview" button. A new window will open, showing a preview of your new packing slip.

Check for any errors or formatting issues, and make any necessary adjustments within the HTML code.

Printing the Edited Packing Slip

If you're satisfied with your updated packing slip, click the "Print" button at the bottom of the "Packing Slip Template" page. This action will prompt the print options for your browser, allowing you to configure your printer settings and produce a physical copy of the edited packing slip for inclusion in the shipment.

In conclusion, editing a packing slip on Shopify is an essential and straightforward process that allows store owners to provide accurate information and maintain organization in their order management. By following the steps above, you can be confident in creating customized and professional packing slips for your online store's shipments.