Kit Packing/Pick List PDF

Use ION's prebuilt marketplace automation to generate a packing or pick list pdf for your kits.

Every time the status of a kit is moved to "IN PROGRESS" this automation will generate a pick list and the generated pdf file will be attached to a kit custom attribute that you can specify. When you move the kit to the "REQUESTED", "DELIVERED", or "COMPLETED" (configurable) status this automation will generate a packing list and the generated pdf file will be attached to a kit custom attribute that you specify. This automation will allow you to enable/disable both the kit packing and pick list pdf generation.

Setup:

1. Navigate to the integrations page via the arrows on the left-hand side

2. Search for and locate the integration called "Kit Packing/Pick List PDF"

3. Select the integration and press configure

4. Configure the integration with your ion-api credentials. See API Keys for more information on how to get your credentials.

5. Select your environment.

   
6. If you are using your own Carbone account enter in your Carbone API key. The default api key will use FIrst Resonance's Carbone account.

7. Enter in your Organization Name. This value is used in the naming of the generated PDF files.

   
8. Click Next.

9. If you want the automation to generate a packing list make sure Packing List Enabled is on

10. Enter the Carbone template id into Packing List Template ID that should be used to generate the packing list. The default value will use the out-of-the-box template.

11. In the Packing List Trigger select the kit status that you want to trigger the generation of the packing list pdf. It can either be "REQUESTED", "DELIVERED", or "COMPLETED"

12. Enter the name of the custom attribute that will be used to store the generated pdf. This custom attribute must be a kit attribute of the type FILE_ATTACHMENT

    
13. Scroll down. If you would like to send a notification when a packing list is generated make sure Packing List Send Notification is on.

    
14. Click Next.

15. If you want the automation to generate a pick list make sure Pick List Enabled is on

16. Enter the Carbone template id into Pick List Template ID that should be used to generate the pick list. The default value will use the out-of-the-box template.

17. In the Pick List Trigger you can only select "IN_PROGRESS".

18. Enter the name of the custom attribute that will be used to store the generated pdf. This custom attribute must be a kit attribute of the type FILE_ATTACHMENT

    
19. Scroll down. If you would like to send a notification when a pick list is generated make sure Pick List Send Notification is on.

    
20. Click Finish.