You can create customised picking list templates to display grouped picking summary information with orders and their associated line items. This guide shows you how to build your template in Microsoft Word and upload it to Mintsoft.
Important: This feature requires the Custom Documents module. If you don't have access to this module, contact your Account Manager.
Create your custom picking list template
You can create your picking list template using Microsoft Word. The GroupedPickingSummary template uses a nested structure that displays orders with their associated line items.
Open Microsoft Word.
Create a table with two default rows and a few columns (you can add as many columns as you can be based on the data you want to show in each column).
In the first row add the title of each field.
In the first field of the second row, you can start by adding merged picking tags.
The GroupedPickingSummary uses a different structure than the standard PickingSummary. Your template should use:
For the order section: Start with BeginGroup:Orders and end with EndGroup:Orders to wrap each order's details.
For the line items within each order: Start with TableStart:DespatchNoteItems and end with TableEnd:DespatchNoteItems to create a table of products for each order.
You can add the tags via Insert, Explore Quick Parts, and then Fields.
From the list of fields names select MergeField.
In the Field Name, you can enter a value from the Merge Pick Table list.
The field name needs to match exactly as shown in this article.
You would need to repeat the same step for each field you want to add in the Picking Table.
Order-level fields
You can use these fields within BeginGroup:Orders to display information about each order:
OrderNumber
FirstName
LastName
CompanyName
Address1
Address2
Address3
Town
County
PostCode
Email
Phone
Mobile
COURIER_SERVICE
PACKING_NOTES
CLIENT_CODE
WAREHOUSE_CODE
Line item fields
You can use these fields within TableStart:DespatchNoteItems.
Standard fields from the default template:
SKU
ProductName
Location
Quantity
UNIT_PRICE
Additional available fields:
ProductUPC
ProductEAN
ProductDescription
SSCCNumber
Zone
PickSequence
OrderTotalWeight
ProductWeight
VAT
TOTAL_PRICE
PriceExVat
Vat
CartonPalletCode
BatchNo
SerialNo
BeforeBestDate
Image fields:
Image:Product_Image_XS
Image:Product_Image_S
Image:Product_Image_M
Image:Product_Image_L
Field usage guidance
Note:
For pricing, use the wrapper fields UNIT_PRICE, VAT, and TOTAL_PRICE rather than PriceExVat and Vat directly. These wrapper fields were specifically created for the GroupedPickingSummary template.
The Options field exists in the code but is a list type and may not render cleanly as a single text value.
The Product field is a complex object and shouldn't be used directly. Use ProductName or ProductDescription instead.
Upload your template to Mintsoft
Once your Word document template is complete, upload it to Mintsoft.
From within Mintsoft click Settings (The cog icon in the top right).
Scroll down to the bottom and click Label / Document Templates.
Click Add New Label Template.
Select the Client as either ALL to apply to all clients or choose a specific client.
Select GroupedPickingSummary for the Type field.
Choose your preferred PaperSize.
Upload your Word document template file.
Enter a Name for the template.
Add any Details if needed.
Click Add to save the template.
Important: Only Word document templates are supported by Mintsoft. Field names in your template must match exactly as specified in this guide for the merge to work correctly. The header tags used in standard PickingSummary templates (such as #CLIENTSHORTNAME#, #TOTALORDERS#, #BATCHID#, etc.) are not supported in GroupedPickingSummary templates.