Packing Slips
June 26, 2026
Summary
How to generate, configure, and send packing slips with fulfillment requests - covering manual attachment, automation, format options, and delivery destinations.
What this covers
Generating packing slips
Manually attach to a single FR or automate generation at the source level.
Basic vs Detailed format
Basic covers standard item list; Detailed adds custom fields, FR notes, and special handling instructions.
Where slips are sent
Automatically passed to the vendor portal and sent via outbound email integrations that support attachments.
Prerequisites - required before generating
| Requirement | Required / Optional | Where to configure |
|---|---|---|
| Company information (name, address) | Required | Settings → General → Company Info |
| FR status must be Unprocessed | Required | Packing slips can only be attached before the FR is processed |
| Packing slip note (optional footer message) | Optional | Settings → General → Packing Slip Note (bottom of General tab) |
| Preferred packing slip format (Basic or Detailed) | Optional | Settings → General → Packing Slip Format (can be overridden per source) |
Basic vs Detailed format
| Format | What's included | Use when |
|---|---|---|
| Basic | Standard item list, quantities, shipping address, order number, company info | Standard shipments with no custom fields, gift messages, or special handling requirements. Simpler and faster to generate. |
| Detailed | Everything in Basic plus custom fields, FR notes, gift messages, and special handling or packing instructions | Orders with custom per-item instructions, gift packaging, internal notes, or any data that needs to accompany the shipment to reduce errors. |
The global format setting is the default for all sources. Individual sources can override it - useful if most shipments are standard but one source handles complex orders.
Two ways to generate a packing slip
| Method | When to use | How it works |
|---|---|---|
| Manual - Attach Packing Slip | One-off or per-FR control; testing packing slip output before enabling automation | Open the order → locate the FR (must be Unprocessed) → Actions → Attach Packing Slip. The slip is attached immediately. |
| Automated - Source-level setting | High-volume sources where every FR should have a packing slip | Enable at Sources → Workflows → Fulfillment Request Strategy → Generate Packing Slip. Flxpoint auto-attaches a slip when each FR is generated for that source. |
Where packing slips are delivered
| Destination | Condition |
|---|---|
| Vendor Portal | Always - both manual and automated slips appear in the vendor portal after the FR is processed. Vendors see the packing slip alongside the FR details. |
| Outbound email (Send FR integration) | Only for Send FR integrations that support attachments (e.g. email-based Send FRs). The packing slip is attached to the email sent to the source when the FR is processed. |
Non-obvious failures
Packing slip cannot be attached after processing
The Attach Packing Slip action is only available when the FR is in Unprocessed status. Once the FR moves to Processing or beyond, the option disappears. If you forgot to attach a slip, you'll need to notify the source separately or regenerate the FR (only if Unprocessed).
Company info must be filled out or slip generation fails
Packing slips require company information to render. If
Settings → General company name and address are blank, the slip will either generate empty or not at all. Fill in company info before testing packing slip output.FAQs
Can I use a different packing slip format for one specific source?
Yes. The global format (Basic or Detailed) applies to all sources by default, but it can be overridden per source at
Sources → ⚙ → Fulfillment Requests → Packing Slip. This lets you use Detailed for complex sources and Basic for standard ones.Does my source receive the packing slip automatically?
It depends on your Send FR integration. Sources connected via outbound email integrations that support attachments will receive the packing slip as an email attachment when the FR is processed. Sources connected via the Vendor Portal can always access the slip there once the FR is processed. API-connected sources do not receive packing slips via the API - use the vendor portal for those.
Where do I add a custom note that appears on all packing slips?
Go to
Settings → General and scroll to the bottom of the page - there's an optional Packing Slip Note field. Whatever you enter here appears on every packing slip as a footer note. Use it for return instructions, handling notes, or brand messaging.