Despite customizing an Advanced PDF/HTML Template for your Packing Slip, you find that the printout continues to utilize the Basic PDF Template. Let's explore how to resolve this problem easily.
1. First, we navigated to Customization > Forms > Transaction Forms
2. Select the Packing Slip Form you are currently using and click on Edit
3. Select Printing Type = Advanced
4. On the Print Template, select the Advance PDF form you created.
5. Click on Save.
Now we will link the Packing Slip form to the Sales Order form.
1. Navigate to Customization > Forms > Transaction Forms
2. Select the Sales Order Form you are currently using and click on Edit
3. On your Sales order Form, select Linked Forms.
Here, you'll choose the associated forms that the Sales Order will use with this custom form.
4. Select the Packing Slip Form you customized earlier.
5. Click on Save.
We have now successfully assigned the Advanced PDF/HTML Template to the custom Packing Slip Form and set it under the Linked Forms for the Sales Order, ensuring your printouts will use the desired template.