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Packing Slip Setup

Last update: 3/9/2018

Customized packing slips are available at no charge and can include your logo, a gift message and a marketing message.  Packing Slips may be configured by clients via the WineDirect Portal.

If you would like to have a customized packing slip, please provide:

  • A high resolution copy of your logo (format: .jpg). The Packing Slip program will resize the image to fit within a 3 inch radius on the packing slip.

  • A marketing message. There is a character limits of 700 including spaces and will be printed on each Packing Slips.

  • A gift message. The gift message cannot exceed 240 characters including spaces and must be submitted on an order to print on the Packing Slip.

Creating a packing slip

  • Choose Administration, Packing Slip Templates.
  • Choose the account you wish to update from the drop down menu and select Go.
  • Choose Create New Packing Slip Template and name your template.
  • Select Yes if you would like to add a .JPG logo and click on “Select” to browse for your logo.
  • Select No if you would like to opt-out of adding a logo to your Packing Slip.
  • Copy and paste your marketing message into the Marketing Message field.
  • Leave the Marketing Message blank if you wish to not add anything.
  • Choose Save.
  • Click on the magnifying glass icon for a preview of the Packing Slip.
  • If you wish to make any edits, click on the note and pencil icon.

Assigning a Packing Slip

  • In the same Packing Slip page, scroll to the bottom to Assign Packing Slip Templates.
  • Choose the order type to associate with the Packing slip. 
  • Choose the template you recently created and save. 

All packing slips print in black and white and are included in Daily orders.