Orders — Picking notes, delivery notes & invoices

From the Orders list, you can print customer-facing documents as PDFs.

These documents are generated from the order’s current data, and use the Client record for branding/company details.

Documents you can print

• Packing slip (often used as the “picking note”)
• Delivery note
• Invoice
• Packing + Delivery (combined bundle)

Print from a single order (row actions)

1. Go to Orders.
2. Find the order.
3. Use the row actions to print:
   • Invoice
   • Packing slip
   • Delivery note
   • Print both docs (packing + delivery)

Notes:

• Printing a packing slip (or packing + delivery) ensures the order has a picking token (used for QR-based picking) and will move the order from New → Picking.
• If a specific pick line needs an exception location, use Pick Location Override on the order. For serialised/on-pick items, only the affected split picking lines should show that override on the packing slip and mobile picking flow.
• If an order has an explicit stock allocation, the packing slip expands the affected ordinary tracked line into the selected reservation locations so the total quantity is unchanged but pickers can see the chosen split.

See also:

• Orders — Pick Location Override

Print in bulk (bulk actions)

1. In Orders, select multiple rows.
2. Open Bulk actions and choose one of:
   • Packing slips (PDF)
   • Delivery notes (PDF)
   • Packing + Delivery (PDF)
   • Invoices (PDF)

Notes:

• Bulk printing packing slips (or packing + delivery) also ensures each order has a picking token and will move New → Picking.
• Bulk invoices:
  • If you select one order, it downloads a single invoice PDF.
  • If you select multiple orders, it generates a combined PDF with page breaks.

Print packing + delivery together

Use:

• Row action Print both, or
• Bulk action Packing + Delivery (PDF)

This generates a single PDF bundle containing both documents for each selected order.

Branding & company details (where they come from)

Documents use the order’s Client settings, with tenant branding as the fallback when a client logo is not configured:

• Logo: Client → Branding → Logo
• Delivery note contact: Client → Contact → Delivery note contact
• Delivery note footer: Client → Delivery note footer (HTML)
• Company/VAT details on invoice: Client fields such as company name/address, VAT number, company number, and registered address

If the logo or company details look wrong on PDFs, update the Client record and reprint the document.

See also:

• Clients → Branding
• Clients → Delivery note footer