Managing Order Shipment Documents

Shipment documents accompany order shipments. This guide explains how to design, print, and download the documents you need for order fulfillment. The available shipment documents include:

• Shipping Label - Required for small parcel shipments; one per box.
• Carton Label - Required by some channels; one per box.
• Pallet Label - Required by some channels; one per pallet.
• Packing Slip - Optional; one per shipment.
• Bill of Lading - Required for LTL shipments; one per shipment.
• Commercial Invoice - Required for international shipments; one per shipment.

Designing Shipment Documents

Your Goflow account comes preloaded with standard shipment document templates. Templates that are mandated by a channel or carrier are fixed and cannot be edited. However, you can customize any of the General Packing Slip templates to include your company logo or make other adjustments to suit your business needs. Follow these steps:

1. From the left sidebar, go to Settings › Documents.
2. Select and open a packing slip document. It will open in design mode.

Add Your Company Logo

1. Locate the image element in the upper-left corner of the template.
2. Double-click the element to open the image upload modal.
3. Drag and drop your logo image, or click the folder icon to browse and upload it.
4. Click OK to save the image.

For best fit, resize your logo before uploading. The recommended maximum dimensions are 300 pixels wide by 100 pixels high.

Save the Template

1. In the template editor, go to the File menu and select Save.
2. Click Save again when prompted in the file name modal.

To preserve formatting and structure, avoid modifying other elements of the packing slip layout.

Preview the Template

Use an existing order to preview your document design. Follow these steps:

1. From the left sidebar, go to Orders › Orders, and open any order.
2. Copy the Order ID from the top bar.
3. Return to the template editor. In the browser URL bar, append &orderId=1001 (replacing 1001 with your copied ID) to the end of the URL.
4. Press Enter to reload the editor with the selected order.
5. Go to the Preview tab to view your template with live order data.

Save your changes before reloading the page to avoid losing your work.

Applying Document Templates to Stores

Adjust the settings for each store and specify which shipment documents to generate, which templates to use, and how many copies to print. Follow these steps:

1. From the left sidebar, go to Directory › Stores, and open the store.
2. On the Documents card, click the pencil icon to edit.
3. For each document type, select the desired templates.
4. Specify the number of copies to print for small parcel and LTL shipments.
5. Click Save to apply your changes.

Some channels have mandated templates, and you cannot select a different design.

The number of copies determines how many documents are automatically printed when an order ships. Print jobs are sent to the default printer. To skip automatic printing, set the number of copies to 0. You can manually reprint or download the documents at any time.

Previewing and Printing Shipment Documents

Follow these steps to preview or print shipment documents for a single order:

1. From the left sidebar, go to Orders › Orders, and open the order.
2. In the upper-right corner, click the Document icon and select a document.
3. Click Print to send it to your printer, or
4. Click the arrow next to Print and select Preview.

Follow these steps to reprint documents for all orders in a pick list:

1. Open the pick list.
2. Click Reprint All, then Confirm you wish to proceed with reprinting all documents.

Downloading Shipment Documents

Instead of printing shipment documents, you can download PDF copies. This is useful when you need to send labels to your warehouse for printing. To download documents for a single order, follow these steps:

1. From the left sidebar, go to Orders › Orders, and open the order.
2. In the upper-right corner, click the Document icon, then click Download All.

Downloading Shipment Documents in Bulk

To download documents for multiple orders, follow these steps:

1. From the left sidebar, go to Orders › Orders.
2. Apply Filters to narrow down the orders you want to download.
3. Select specific orders, or click Select All to include all orders in the filtered view.
4. At the top of the page, click the Actions button.
5. Hover over Download Order Document, then click the three dots to select document types and format.
6. Select the document types to download.
7. Choose a download format:
   • PDF - Download a single PDF containing all selected shipment documents. Documents for each order are grouped together in sequence.
   • ZIP - Download a ZIP file with a folder for each order. Within each folder, shipment documents are saved as separate PDF files.
8. Click Download.

To save time in the future, click Save as Default. With default preferences, you can skip the selection steps. Simply click Download Order Document to start the download immediately.