Packing Slip - Item - Lists of fields that can be added to forms

Packing Slip - Item

Customize the data on Item Packing Slips:
Customize Packing Slips (Item) window > Add New Data Field/Column button > Select from List [multiple selection] window

The basic fields in the standard form layout provide all the data necessary to create a basic item packing slip. You can also use supplemental fields to supplement or replace the basic data on any item packing slip.

Data field name

Data that will print in this field

Basic/Supplemental
(Basic field title)

NOTE:  More data fields are available to customize this form:
· Supplemental fields from the Applied Payment Details window
· Supplemental fields from the Card Information window
· Supplemental fields from the Company Information window
· Supplemental fields from the Item Information window

[*Inv/PO#*]

The number of the transaction with an asterisk before and after it

Supplemental field

[# of Items]

The total number of items entered in the Shipped column of the sale

Basic field
(Total Items)

[Amount + tax]

The amount of the line item plus the amount of tax for the line item

Supplemental column

[Amount]

The amount of each line item entered on the transaction.
NOTE:  The basic form layout provides only a text title for this field

Supplemental field
Basic text title: Amount

[Applied]

The total of the payments that have been applied to the sale.
NOTE:  The basic form layout provides only a text title for this field

Supplemental field
Basic text title: PAID TODAY

[Authorization Code]

The authorization code entered on a credit card transaction using the Applied Payment Detail window

Supplemental field

[Balance]

Amount of the sale, including tax and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale.
NOTE:  The basic form layout provides only a text title for this field

Supplemental field
Basic text title: BALANCE DUE

[Category]

The financial tracking category assigned to this sale

Supplemental field

[Col]

An X is printed if the terms for the sale are COD

Basic field
(COL)

[Comment]

The comment entered on the transaction

Basic field
(COMMENT)

[Company Address]

The company address entered in the Company Information window

Basic field
(NO TITLE)

[Company Name]

The company name entered in the Company Information window

Basic field
(NO TITLE)

[Cust PO #]

The entry in the Customer PO # field on the transaction

Basic field
(YOUR NO.)

[Date]

The date entered on the transaction

Basic field
(DATE)

[Description/Backordered Label]

The description of each line item entered on the transaction. The text "Backordered" appears above the line items that are entered in the Backorder column.

Basic column
(DESCRIPTION)

[Disc %]

The discount entered in the Disc% column of the sale.
NOTE:  The basic form layout provides only a text title for this field

Supplemental field
Basic text title: DISC %

[Due Date]

The date the payment is due, based on the terms of the sale

Supplemental field

[Freight + tax]

Includes the freight amount plus the tax on the freight

Supplemental field

[Freight]

The freight amount entered on the sale.
NOTE:  The basic form layout provides only a text title for this field

Basic text title: Freight

[Invoice #]

The invoice number entered on the transaction

Basic field
(Invoice #)

[Item #]

The item number that is recorded in the Item Information window and entered when the item is sold

Basic field
(ITEM NO.)

[Job Description]

The description of the job whose job number is entered for a line item

Supplemental column

[Job Name]

The name of the job whose job number is entered for a line item

Supplemental column

[Job Number]

The job number entered for a line item

Supplemental column

[Location ID]

The ID of the location entered for a line item.

Supplemental column

[Location Name]

The name of the location whose ID is entered on a line item.

Supplemental column

[Mailing Address]

The address entered in the Address 1: Bill To selection of the Location field in the Card Information window -- Profile view

Basic field
(Bill To)

[Memo]

The memo entered in the Journal Memo field of the transaction

Supplemental field

[Original Amount in English]

The amount of the sale including tax and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.

Supplemental field

[Packing Item #]

The item number that is recorded in the Item Information window and entered when the item is sold

Basic field
(ITEM NO.)

[Page #]

The pages of the sale are counted; this field displays the number of the page.

Basic field
(PG.)

[Payment Method]

The payment method selected when entering a payment for the sale. This field won't print if more than one payment has been applied to the sale.

Supplemental field

[Ppd]

An X is printed if the terms for the sale are Prepaid.

Basic field
(PPD)

[Price + tax]

The price plus the tax on the price

Supplemental field

[Price]

The amount entered in the Price column of the sale.
NOTE:  The basic form layout provides only a text title for this field

Basic text title: PRICE

[Qty/Units]

The amount entered in the Ship or Backordered field on the sale

Basic column

[Referral Source]

The referral source entered on the transaction

Supplemental field

[Sale Status]

The status of the sale at the time it is printed -- Invoice, Order or Quote

Supplemental field

[Salesperson]

The name of the salesperson entered in the Salesperson field of the sale

Basic field
(SALESPERSON)

[Ship Date]

The date entered in the Promised Date field on the transaction

Basic field
(SHIP DATE)

[Ship Via]

The ship method entered on the transaction

Basic field
SHIP VIA

[Shipping Address]

The shipping address entered on the transaction

Basic field
Ship To

[Subtotal + tax]

Includes the subtotal amount plus the tax on the subtotal

Supplemental field

[Subtotal]

The total of the line item amounts on the sale (no tax included).
NOTE:  The basic form layout provides only a text title for this field

Basic text title:
SALE

[Tax]

The amount of tax charged for line items and freight on the sale

Supplemental field

[Taxed]

An X is printed if the Tx column was marked for a line item on the transaction.
NOTE:  The basic form layout provides only a text title for this field

Supplemental column
Basic text title: Tx

[Terms]

The terms that appear on the top of the transaction (next to the Terms zoom arrow)

Basic field
(TERMS)

[Total]

The total of the line items plus tax and freight charges. (Doesn't reflect any payments that may have been applied.)
NOTE:  The basic form layout provides only a text title for this field

Supplemental column
Basic text title: TOTAL

[Total Qty/Units]

The total number of items entered in the Shipped column of the sale

Basic field
(Total items)

[Transaction ID]

The Transaction ID entered on the transaction using the Applied Payment Detail window

Supplemental field

[Unit]

The entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item

Basic field
(UNIT)

None

The title of the form appears in this text field. You may edit this title like any other form text field.

Form Text Title: Packing Slip (no related data field)

Note: Certain fields may not be available on some versions of the form layout

Data field name	Data that will print in this field	Basic/Supplemental (Basic field title)
NOTE: More data fields are available to customize this form: · Supplemental fields from the Applied Payment Details window · Supplemental fields from the Card Information window · Supplemental fields from the Company Information window · Supplemental fields from the Item Information window
[Inv/PO#]	The number of the transaction with an asterisk before and after it	Supplemental field
[# of Items]	The total number of items entered in the Shipped column of the sale	Basic field (Total Items)
[Amount + tax]	The amount of the line item plus the amount of tax for the line item	Supplemental column
[Amount]	The amount of each line item entered on the transaction. NOTE: The basic form layout provides only a text title for this field	Supplemental field Basic text title: Amount
[Applied]	The total of the payments that have been applied to the sale. NOTE: The basic form layout provides only a text title for this field	Supplemental field Basic text title: PAID TODAY
[Authorization Code]	The authorization code entered on a credit card transaction using the Applied Payment Detail window	Supplemental field
[Balance]	Amount of the sale, including tax and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale. NOTE: The basic form layout provides only a text title for this field	Supplemental field Basic text title: BALANCE DUE
[Category]	The financial tracking category assigned to this sale	Supplemental field
[Col]	An X is printed if the terms for the sale are COD	Basic field (COL)
[Comment]	The comment entered on the transaction	Basic field (COMMENT)
[Company Address]	The company address entered in the Company Information window	Basic field (NO TITLE)
[Company Name]	The company name entered in the Company Information window	Basic field (NO TITLE)
[Cust PO #]	The entry in the Customer PO # field on the transaction	Basic field (YOUR NO.)
[Date]	The date entered on the transaction	Basic field (DATE)
[Description/Backordered Label]	The description of each line item entered on the transaction. The text "Backordered" appears above the line items that are entered in the Backorder column.	Basic column (DESCRIPTION)
[Disc %]	The discount entered in the Disc% column of the sale. NOTE: The basic form layout provides only a text title for this field	Supplemental field Basic text title: DISC %
[Due Date]	The date the payment is due, based on the terms of the sale	Supplemental field
[Freight + tax]	Includes the freight amount plus the tax on the freight	Supplemental field
[Freight]	The freight amount entered on the sale. NOTE: The basic form layout provides only a text title for this field	Basic text title: Freight
[Invoice #]	The invoice number entered on the transaction	Basic field (Invoice #)
[Item #]	The item number that is recorded in the Item Information window and entered when the item is sold	Basic field (ITEM NO.)
[Job Description]	The description of the job whose job number is entered for a line item	Supplemental column
[Job Name]	The name of the job whose job number is entered for a line item	Supplemental column
[Job Number]	The job number entered for a line item	Supplemental column
[Location ID]	The ID of the location entered for a line item.	Supplemental column
[Location Name]	The name of the location whose ID is entered on a line item.	Supplemental column
[Mailing Address]	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window -- Profile view	Basic field (Bill To)
[Memo]	The memo entered in the Journal Memo field of the transaction	Supplemental field
[Original Amount in English]	The amount of the sale including tax and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.	Supplemental field
[Packing Item #]	The item number that is recorded in the Item Information window and entered when the item is sold	Basic field (ITEM NO.)
[Page #]	The pages of the sale are counted; this field displays the number of the page.	Basic field (PG.)
[Payment Method]	The payment method selected when entering a payment for the sale. This field won't print if more than one payment has been applied to the sale.	Supplemental field
[Ppd]	An X is printed if the terms for the sale are Prepaid.	Basic field (PPD)
[Price + tax]	The price plus the tax on the price	Supplemental field
[Price]	The amount entered in the Price column of the sale. NOTE: The basic form layout provides only a text title for this field	Basic text title: PRICE

[Qty/Units]	The amount entered in the Ship or Backordered field on the sale	Basic column
[Referral Source]	The referral source entered on the transaction	Supplemental field
[Sale Status]	The status of the sale at the time it is printed -- Invoice, Order or Quote	Supplemental field
[Salesperson]	The name of the salesperson entered in the Salesperson field of the sale	Basic field (SALESPERSON)
[Ship Date]	The date entered in the Promised Date field on the transaction	Basic field (SHIP DATE)
[Ship Via]	The ship method entered on the transaction	Basic field SHIP VIA
[Shipping Address]	The shipping address entered on the transaction	Basic field Ship To
[Subtotal + tax]	Includes the subtotal amount plus the tax on the subtotal	Supplemental field
[Subtotal]	The total of the line item amounts on the sale (no tax included). NOTE: The basic form layout provides only a text title for this field	Basic text title: SALE
[Tax]	The amount of tax charged for line items and freight on the sale	Supplemental field
[Taxed]	An X is printed if the Tx column was marked for a line item on the transaction. NOTE: The basic form layout provides only a text title for this field	Supplemental column Basic text title: Tx
[Terms]	The terms that appear on the top of the transaction (next to the Terms zoom arrow)	Basic field (TERMS)
[Total]	The total of the line items plus tax and freight charges. (Doesn't reflect any payments that may have been applied.) NOTE: The basic form layout provides only a text title for this field	Supplemental column Basic text title: TOTAL
[Total Qty/Units]	The total number of items entered in the Shipped column of the sale	Basic field (Total items)
[Transaction ID]	The Transaction ID entered on the transaction using the Applied Payment Detail window	Supplemental field
[Unit]	The entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item	Basic field (UNIT)
None	The title of the form appears in this text field. You may edit this title like any other form text field.	Form Text Title: Packing Slip (no related data field)