The latest feature powered by Connect AI introduces customizable packing slips, designed to streamline order packaging and personalize customer deliveries. This article walks you through how to use the new AI-driven Packing Slips feature, create templates using natural language prompts or HTML, and configure dynamic fields that update in real time at the packaging station.
With the new Packing Slips tab now available in your Connect dashboard, you can generate fully customized packing slips for each customer you ship on behalf of. These slips are included with every package and can be tailored through Connect AI using simple prompts or HTML templates.
Key Capabilities
Generate templates using natural language prompts.
Upload or enter your own HTML template.
Choose international or inch-based paper sizes (A4, A6, etc.).
Upload and embed logos directly in the packing slip.
Include product images pulled from the Manage Orders page.
Add attachments to provide design inspiration or replicate previous packing slips.
Use placeholders that dynamically populate during label generation.
Creating a Packing Slip Template
To get started, go to the Packing Slips tab under your customer section. You can generate a slip in two primary ways:
Option 1: Use AI Prompt
Click on "Enable" to activate Connect AI.
Enter a prompt like “Create a basic packing slip.”
Connect AI calls various agents to produce a slip preview.
Select your preferred paper size (A4, A6, etc.).
Optionally attach a logo or previous packing slip as reference.
View a real-time preview with order details, recipient info, and product table.
Option 2: Use HTML
Paste your own HTML directly.
The preview will reflect your template.
You can include custom messages (e.g., “Thank you for your business, please come again.”).
Both methods support:
Custom fields and tags
Placeholder variables (e.g., order number, product name)
Company logos embedded via file or URL
Adding Dynamic and Custom Content
At the packaging station, placeholder fields are automatically populated with live data from your order system. This ensures your slips are:
Always up to date
Reflective of any package splitting
Aligned with order item metadata
Using Custom Tags
You can leverage metadata from your order intake by passing values through the request structure. Here's how:
In your request, use
order.details.metadata.tenant.Define any key, such as
tenant.product.Example: If the value is
"car", the packing slip will populate with"car"at the appropriate product level.
This enables full flexibility for customers who need unique product descriptions or identifiers per order.
Embedding Media and Finishing Touches
You can add logos either:
As a file upload directly in the prompt
Through HTML by referencing a hosted image URL (e.g., saved to S3)
Product images are pulled from the Manage Orders page and will automatically appear in the final slip layout if applicable.
Once your packing slip is complete, save the template. It will be available for future use and will load with all custom configurations pre-applied.
Frequently Asked Questions
Can I use multiple templates for different customers?
Yes, templates can be created and saved per customer profile.
Is the packing slip generated with real order data?
No, previews are generated using dummy data. Real data is applied at the packaging station.
What if I want to edit the slip after it’s generated?
You can return to the HTML view and edit it directly, or modify the AI prompt.
How do I include a specific tag in the packing slip?
Ensure your order intake API call includes the metadata under order.details.metadata.tenant, using the desired key-value pairs.
Do I need to regenerate a slip if a package is split?
No, Connect AI automatically updates the packing slip if packages are split downstream.