Getting Started: Ensure Your Instance is Set Up Correctly

  1. Go to the Wines tab
  2. On the left hand side under Suppliers click the red Manage Suppliers link
  3. Click the red link for the supplier you want to generate BOL/Packing slips
  4. On the left hand side under Suppliers click the red *Edit link
  5. Scroll down to the bottom to the section title Packing Slips/Bill of Lading
  6. Select the check box next to Generate
  7. Click the blue Update button at the bottom of the page

Once selected, if you go into any order, you will have the option to generate a packing slip. The first pages are one page for each case, the last pages are a BOL for the entire order.

 

How to generate a single BOL/Packing Slip

  1. From an individual order, click the Pack Slip button and select the documents to download to your computer.
 
 

To generate a Pick List from an individual order

  1. From an individual order, click the More Actions button and select the documents to download to your computer.
 

To generate BOL, Pick Lists and Driver Manifests in a single file for multiple orders

  • From the Orders page, click on Pending Deliveries
  • Select the orders that you'd like to generate documents for
  • Click on the "With Selected.." button to select the documents to download to your computer.

 

To Create a Report

From the Reports page under Extras, you can also generate a pick list and driver manifest if you are not using the Pending Deliveries option or have already cleared the orders from that page: