Available in Sage Simply Accounting Premium and higher.

Set Up Form Options for Packing Slips

Before you can perform this task

Turn on the packing slips feature.

You can choose a Custom Simply Form or a pre-printed form to be your default template when you print a packing slip.

To select:

A standard Custom Simply Form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Packing Slips.
  3. Under the Printer Form Settings section, click Custom Forms.
  4. In the Form Type box, select Custom Simply Form.
  5. In the Description box, select a template.
  6. Click OK.

A Custom Simply Form you've created or modified

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Packing Slips.
  3. Under the Printer Form Settings section, click Custom Forms.
  4. In the Form Type box, select Custom Simply Form.
  5. In the Description box, select User-defined Packing Slip.
  6. Click Browse.
  7. In the Select Simply Form window, select the file you have saved, and click Open.
  8. Click OK.

A pre-printed form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Packing Slips.
  3. Under the Printer Form Settings section, click Pre-printed.
  4. From the list In the Form Type box, select a pre-printed form template.
  5. Click OK.

What do you want to do?

Change the default settings used to print packing slips

Create a custom packing slip based on a Simply Form

Find the keyboard shortcut to open the form options for packing slips