How to Create and Customize Shopify Packing Slip

Packing slips provide essential information about shipped orders. Understanding and using Shopify packing slips effectively can streamline your fulfillment process, enhance customer experience, and ensure accurate order handling.

In this blog, we’ll explore what a Shopify packing slip is, its benefits, and provide a step-by-step guide on creating and customizing packing slips in Shopify. Additionally, we’ll share tips to upgrade your packing slips, making them more informative and professional.

Whether you’re new to Shopify or looking to optimize your current processes, this guide will help you make the most out of your packing slips.

What is a Shopify Packing Slip?

A packing slip is a document detailing the contents of a package. It includes details like shipping and billing addresses, along with product details like SKU numbers, weight, quantity, and other relevant details.

Unlike an invoice, which focuses on the financial aspects of the purchase, a packing slip is used to ensure the accuracy of the items being shipped and to assist in the inventory management process.

Key Elements of a Shopify Packing Slip:

1. Order Information: Include the order number, order and shipping date.

2. Customer Details: List the recipient’s name, address, and contact information.

3. Product Details: Offer a detailed list of the products included in the shipment, names, SKUs, quantities, and descriptions.

4. Shipping Method: Specify the shipping method used and any tracking numbers associated with the shipment.

5. Special Instructions: Note any special handling or packaging instructions requested by the customer.

Why Use Shopify Packing Slip?

A packing slip is an essential document that offers significant benefits to both sellers and buyers:

Benefits for Sellers:

• Checklist for Accuracy: A packing slip acts as a checklist, helping sellers confirm that all items are included in the shipment before it is sent out. This helps prevent errors and guarantees that the correct products reach the customer.

• Streamlined Operations: It aids in organizing and managing inventory by providing a clear record of what was shipped. This can help sellers track orders more efficiently and handle returns or exchanges more smoothly.

• Professionalism: Including a packing slip in each shipment adds a professional touch to the seller’s operations, improving the customer experience and building trust.

Benefits for Buyers:

• Verification of Order: The packing slip allows buyers to check that all items they ordered are included in their package. This helps them quickly identify any missing products or discrepancies.

• Easy Returns and Exchanges: If there are issues with the order, the packing slip provides detailed information that can simplify easier and faster returns or exchanges, as it clearly lists the contents of the shipment.

Benefits of Shopify Packing Slips

1. Order Accuracy

Shopify packing slips ensure order accuracy by providing a detailed list of items in a shipment, reducing errors and complaints.

2. Enhanced Inventory Management

Packing slips help manage inventory by recording shipped items, aiding in accurate stock level maintenance, especially for high order volumes.

3. Professionalism and Branding

Including packing slips adds professionalism and allows for customization with branding elements, enhancing brand identity and customer experience.

4. Simplified Returns and Exchanges

Packing slips facilitate returns and exchanges by listing shipped items clearly, aiding customers in identifying discrepancies and speeding up issue resolution.

5. Customer Transparency and Trust

Providing packing slips increases transparency and trust by summarizing purchases, allowing customers to easily cross-check with their receipt.

6. Efficient Internal Processes

Packing slips standardize order fulfillment documents, streamlining internal processes and improving team efficiency in picking, packing, and verifying orders.

By leveraging the benefits of Shopify packing slips, you can enhance operational efficiency and maintain better control over your inventory and order management processes.

2 Steps to Create a Packing Slip in Shopify

Creating a packing slip in Shopify is a straightforward process. Follow these steps below to generate a Shopify packing slip:

Step 1: Go to Shopify Admin > Select Orders > Click the box next to the order you want to print the packing slip for.

Step 2: Choose Print > Click Print packing slips

After selecting the Print Packing Slip, you will receive a PDF file of the packing slip corresponding to the selected order. You can save or print it.

If you want to create packing slips for multiple orders, you can check the boxes next to the orders you wish to include and print them as usual.

How to Customize Packing Slips in Shopify?

In the default template, you can add or remove elements in the packing slip. To do this, you need to be skilled in CSS, HTML, and Liquid.

Note: CSS and HTML are coding languages used for designing and structuring web pages, and Liquid is a template language used specifically for creating dynamic content in Shopify.

Use the following steps to personalize your Shopify packing slip:

Step 1: At Shopify Admin > Select Settings > Click Shipping and delivery.

Step 2: Scroll down to the Packing slips section and click on Packing slip template.

Step 3: Here, you can edit the code to customize the packing slip. AI tools such as Gemini, ChatGPT, and BingAI can assist in generating code, their free versions allow you to accomplish this task easily. However, you should check the result to make sure the code works properly.

After that, click on the Preview template to see how your packing slip will look. Then, click Save.

Tips to Upgrade Packing Slip in Shopify

Enhancing your Shopify packing slips can significantly enhance your order fulfillment process and customer experience. Here are some actionable tips to help you elevate your packing slips:

1. Customize Branding Elements

• Add Your Logo: Incorporate your store’s logo to enhance your brand’s identity. This creates a professional appearance and a consistent brand experience.

• Include Brand Colors: Use your brand’s color scheme for headings, borders, and other design elements to align the packing slip with your overall brand aesthetics.

2. Enhance Layout and Design

• Use Readable Fonts: Select fonts that are simple, easy to read and professional-looking to ensure that all details are clear.

• Optimize Spacing and Alignment: Make sure that the text and fields are properly aligned and spaced to avoid confusion and ensure readability.

3. Add Personalized Messages

• Thank You Notes: Include a personalized thank-you message to show appreciation for the customer’s purchase. This can enhance customer satisfaction and loyalty.

• Special Instructions: Add a section for special instructions or messages, such as information about upcoming sales or promotions.

4. Include Essential Order Details

• Order Summary: Ensure that the packing slip includes a detailed summary of the items in the order, including product names, quantities, and prices.

• Shipping Information: Clearly display shipping details, including the shipping method and tracking number, if applicable.

5. Integrate Promotional Elements

• Discount Codes: Add a section for discount codes or promotional offers to encourage repeat purchases.

• Upcoming Sales: Highlight upcoming sales or special events to keep customers engaged and informed.

6. Test and Preview

• Preview Templates: Regularly preview your packing slip templates to ensure that all elements are correctly displayed and functional.

• Test with Sample Orders: Conduct tests with sample orders to verify that the packing slip looks as expected when printed or sent digitally.

By implementing these tips, you can create packing slips that not only look professional but also elevate the entire shopping experience. Upgraded packing slips reflect your attention to detail and commitment to providing high-quality service.

Conclusion

Upgrading your Shopify packing slips can greatly enhance both your order fulfillment process and customer experience. By customizing design elements, adding personalized messages, and including essential details, you can create a more professional and engaging touchpoint. These improvements not only reflect your brand’s attention to detail but also contribute to higher customer satisfaction and repeat business.

For assistance with customizing and optimizing your packing slips, don’t hesitate to contact our experts. We’re here to help you make the most of your Shopify setup and ensure your packing slips truly represent your brand.