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Basic management of waybills
Basic management of waybills

Send, download, edit, duplicate or delete your waybills

Héctor Emperador avatar
Written by Héctor Emperador
Updated over a week ago

Send a waybill by email

A. Send a waybill (email) from the list of delivery notes

To send a packing slip, follow these steps:

  1. On the packing slip line, click the three dots button ( ⋮ )

  2. From the available options, choose "Submit"

  3. In the pop-up window, enter the details for the email submission:

    • To: is automatically filled in with the customer's email and contact persons

    • Show CC/BCC: add emails in public copy or blind copy

    • Subject and Text: will be filled with the default text that also contains dynamic words . You can modify them to suit your needs

    • Files on the portal: the PDF of the waybill will be attached. If you have the "Include attachments" box enabled in Email Templates (Settings > Account > Email Settings ), those files will be added as well

    • Template: select one of the templates of text that you want to use for the email

  4. Hit the "Submit" button

After shipment, an icon will appear to the right of the corresponding line on the packing slip:

  • closed gray envelope: informs that the email has been sent

  • open blue envelope: it means that it has been sent and read by your client

B. Send a waybill (email) from the delivery note chart

  1. Go to Inventory > Waybills, and click on a delivery note of your choice

  2. Press the Send button, top right:

    or, go to the Emails area on the right and click Send Email:

  3. Fill in the fields, as shown in the previous section, and press the Send button.


Download a waybill

A. Download a waybill from the waybill list

  1. On the order line, click the three dots button ( ⋮ )

  2. From the available options, choose Download

By choosing Download, the waybill will be saved to your computer in PDF format; but you can also select the box to the left of the waybill line, and click the download icon to choose whether to export the waybills in Excel, PDF or by Items:

💡 Export Items allows you to export waybills broken down by product

Remember that the filters and dates applied in the waybill list will also be saved in the download file.

B. Download a waybill from the waybill chart

  1. Click on the desired waybill to access the file

  2. Go to the Inventory View at the down left corner:

  3. In Item List, click the download button, and choose between Excel or PDF:


Also, from Inventory > Waybills, you can click on a waybill to access its file and, using the three dots button ( ⋮ ), select Download so that the order is saved to your device in PDF format.


Edit a waybill

The Edit option will take you to the delivery note creation panel:

  1. On the packing slip line, click the three dots button ( ⋮ )

  2. From the available options, choose Edit

  3. Apply the necessary changes

  4. Click Save


Duplicate a waybill

The Duplicate option will take you to the delivery note creation panel that will include all the information contained in the original document but with a new waybill number:

  1. On the packing slip line, click the three dots button ( ⋮ )

  2. From the available options, choose Duplicate

  3. Apply the necessary changes

  4. Click Save


Delete a waybill

To delete a delivery note, follow these steps:

  1. On the packing slip line, click the three dots button ( ⋮ )

  2. From the available options, choose Remove:

  3. Press Confirm:

☝🏼 You can recover deleted packing slips from the trash , but only for a period of time determined by your plan (between 10 and 120 days). See details here

💎 Activate the Inventory gem to use waybills


📖 Keep reading

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