Set Up Preferred Packing Slip for Specific Role.

Some users may want to assign different Packing Slip Templates for specific roles, but do not want that template to be defaulted for all users. To be able to assign a Packing Slip Template to a role, follow the below steps.

1. Navigate toCustomization>Forms>Transaction Forms

2. ClickEditlinkon the Preferred Sales Order

3. Rename the Sales Order Form

4. OnLinked FormsTab >Packing Slipdropdown box > Select the Packing Slip Template you want to assign

5. UnmarkForm is Preferredcheckbox

6. ClickSave As

7. Navigate toSetup>Users/Roles>Manage Roles

8. ClickEditlinkon the Role you want to assign the Packing Slip Template to

9. OnFormstab > Check thePreferredcheckbox on the Sales Order Form previously created

10. ClickSave

11. Users that log-in using that role should now have the Packing Slip Template assigned to them