## Documentation Index

Fetch the complete documentation index at: [/llms.txt](https://docs.firstresonance.io/llms.txt)

Use this file to discover all available pages before exploring further.

This page was auto-migrated from the legacy ION manual. Some images and cross-links may need follow-up cleanup. Original: `_legacy-export/automations/kit-packing-pick-list-pdf.md`.

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.

DISCLAIMER: This automation utilizes Carbone for PDF generation. Please see the [Carbone disclaimer](https://docs.firstresonance.io/automate-with-ion/integrations/export-data-as-pdf#carbone-disclaimer) for more information.

#### Setup:

01. Navigate to the integrations page via the arrows on the left-hand side  
02. Search for and locate the integration called “Kit Packing/Pick List PDF”  
03. Select the integration and press configure  
04. Configure the integration with your ion-api credentials. See [API keys](https://docs.firstresonance.io/api-reference/authentication/api-keys) for more information on how to get your credentials.  
05. Select your environment.  
06. 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.  
07. Enter in your `Organization Name`. This value is used in the naming of the generated PDF files.  
08. Click Next.  
09. 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.