Purchase orders, packing slips and picking lists
The items and quantities you entered on a transaction can go straight onto a document. Nothing needs retyping into a spreadsheet.
| Transaction type | What you can create |
|---|---|
| Stock In | Purchase order |
| Stock Out | Packing slip / picking list / shipping label CSV |
| Transfer, Adjustment, Stock Count | Nothing |
The shipping label CSV isn’t a PDF — it’s a file you import into a carrier’s shipping-label system. See Shipping label CSV export.
Creating one
- Open the transaction on the “Transactions” tab.
- From the “☰” menu at the top right, choose Create Purchase Order (on a Stock Out, Create Packing Slip or Create Picking List).
- Check and complete the settings, then press “Create.”
- The PDF downloads.
The paper size follows your company’s country or region: Letter in the US, Canada and similar countries, A4 everywhere else.
A transaction with no items can’t produce a document (“There are no items to include in the document.”).
Purchase order and packing slip settings
Recipient and issuer
| Section | Default value |
|---|---|
| Recipient (partner name, postal code, address, building/room) | Taken from the partner on the transaction |
| Issuer (company name, postal code, address, phone) | Whatever you entered last time. The first time, your Company Information (address and phone from the current site if it has them) |
Register an address and phone number on Company Information or your site, and the issuer is filled in from the very first time. Whatever you change here is saved on the device and used from then on. Register addresses on your partners and the recipient fills itself too. Both can be edited here.
Formatting
| Setting | What it does |
|---|---|
| Issue Date | The date printed on the document. Defaults to the transaction date. |
| Tax Type | Tax incl. (adds consumption tax to the subtotal) / Tax excl. (doesn’t add it) / None (omits the amount columns entirely) |
| Tax Rate | Used when the tax type is “Tax incl.” The default depends on your company’s country or region: 10% for Japan, 0% elsewhere. |
| Honorific | Appended after the recipient’s name. |
| Header Fields | Which transaction fields to print. Only fields with a value are printed. |
| Item Columns | Which of location, lot and expiry to print on each line. |
| Remarks | A free-text area printed at the bottom. |
Tax Type, Tax Rate, Honorific, Header Fields and Item Columns are saved per transaction type and become the defaults next time. The issue date and remarks are entered each time.
Worth knowing
- Lines are combined automatically. Rows sharing the same item name, SKU, unit, unit price and selected Item Columns become one line, with quantities added together. To print each lot separately, include “Lot” in Item Columns.
- Consumption tax is rounded down.
- If the transaction has a number (No.), it’s printed alongside the issue date.
- When the costing method is “Quantity Only,” amount columns (unit price, amount, subtotal, tax, total) aren’t printed and the tax settings don’t appear.
Picking lists
A list for collecting items in the warehouse. Available on Stock Out.
You can set the Issue Date, Header Fields, Item Columns and Remarks. No amounts are included.
If you use locations, include “Location” in Item Columns — the list then tells the floor exactly which shelf to pick from.