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How to Export Royal Mail Click & Drop Orders to PDF

04 Aug 20268 min readBy ShipKnot Team
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How to Export Royal Mail Click & Drop Orders to PDF

When processing daily dispatches through Royal Mail Click & Drop, having clean, printable documentation is essential for warehouse organisation. Whether you need a daily order summary for record-keeping or a physical picking list for your packing bench, converting your order queue into a structured PDF is a common requirement.

However, sellers transitioning from a handful of daily orders to volume fulfillment quickly encounter a structural limitation: Royal Mail Click & Drop does not feature a native "Export Order List to PDF" button.

This guide explains why Click & Drop handles exports this way, details three practical methods to turn your order data into PDF documents, and explains how to streamline your packing workflow.


Does Royal Mail Click & Drop Support Native PDF Order Exports?

To understand why exporting an order list to PDF requires a workaround, it helps to distinguish between how Click & Drop handles shipping labels versus order data.

  • Shipping Labels & Delivery Notes: These are generated natively as PDF files. When you select a batch of orders and generate labels, Click & Drop compiles them into a single PDF document designed for standard label sheets or thermal printers (such as 4" x 6" formats).
  • Order Data & Reports: Order reports—such as the Despatched Orders Report or Manifested Orders Report (available to Online Business Account customers)—are exported strictly as spreadsheet files (.csv or Excel format).

According to official Royal Mail Click & Drop documentation, order data exports are designed primarily for accounting, inventory updates, and tracking analysis. Because spreadsheets are unformatted raw data, opening a CSV to use as a physical picking sheet is cumbersome on the warehouse floor.


Method 1: Converting Native CSV Reports to PDF

If you require a complete historical snapshot of your dispatched orders for accounting or auditing purposes, using Click & Drop's native CSV export and converting it manually is the standard approach.

Step 1: Export the Order Data from Click & Drop

  1. Log into your Royal Mail Click & Drop account.
  2. Go to the Reports menu in the top navigation.
  3. Choose either Despatched Orders or Manifested Orders depending on the date range you require.
  4. Set your start and end dates, then click Export to download the CSV file to your computer.

Step 2: Format and Save as PDF

  1. Open the downloaded .csv file in Microsoft Excel, Google Sheets, or Apple Numbers.
  2. Delete or hide unnecessary columns (such as internal tracking IDs, recipient email addresses, or tax references) to ensure the table fits on a single page width.
  3. Adjust column widths and change the page layout orientation to Landscape.
  4. Go to File > Export (or Save As) and select PDF as the file format.

Pros:

  • Uses official Royal Mail reporting data.
  • Includes full historical detail, including exact postage prices and tracking references.

Cons:

  • Time-consuming to reformat manually every day.
  • Unsuitable for fast morning order picking, as CSV exports are only available after orders have been processed and dispatched.

Method 2: The Browser "Print to PDF" Shortcut

For sellers who need a quick PDF snapshot of their active order queue before generating shipping labels, you can use your web browser's built-in print command.

How to execute the browser print shortcut:

  1. Navigate to your active Orders dashboard in Royal Mail Click & Drop (https://business.parcel.royalmail.com/orders/).
  2. Filter or select the batch of orders you want to record.
  3. Press Ctrl + P (Windows) or Cmd + P (Mac) to open the browser print dialog.
  4. Change the print destination to Save as PDF.
  5. Adjust layout settings to disable headers and footers, then click Save.

Pros:

  • Instant snapshot without downloading external files.
  • Requires no additional software.

Cons:

  • Messy Formatting: The output includes web navigation menus, sidebars, and UI buttons.
  • Page Breaks: Orders are frequently split awkwardly across page breaks, making items hard to read.
  • No Line Item Aggregation: Identical items across multiple orders are listed separately, forcing pickers to walk back and forth across the warehouse for the same item.

Method 3: Generating A4 PDF Pick Lists via ShipKnot

When managing 20 to 500 orders a day, neither raw CSV spreadsheets nor messy browser prints provide an efficient picking workflow. The goal is to extract order items instantly into an aggregated, print-ready PDF pick list before printing shipping labels.

This is where specialized tools bridge the gap. The ShipKnot Chrome Extension integrates directly into the Royal Mail Click & Drop interface via Chrome's SidePanel.

+-----------------------------------------------------------------------+
|                   ROYAL MAIL CLICK & DROP DASHBOARD                   |
|                                                                       |
|  [ ] Order #1001 - 1x Blue Widget                                     |
|  [ ] Order #1002 - 2x Blue Widget, 1x Red Gadget                      |
|  [ ] Order #1003 - 1x Red Gadget                                      |
+-----------------------------------------------------------------------+
                                   | 
                                   v [ShipKnot Local Sync]
+-----------------------------------------------------------------------+
|                       A4 PDF PICK LIST OUTPUT                         |
|                                                                       |
|  [ ] Blue Widget (SKU-BW-01) ............................ QTY: 3     |
|  [ ] Red Gadget  (SKU-RG-02) ............................ QTY: 2     |
+-----------------------------------------------------------------------+

How it works:

  1. Local Order Extraction: ShipKnot reads your active Click & Drop order queue locally in the browser without sending any customer personally identifiable information (PII) to third-party servers.
  2. Smart Item Consolidation: It merges identical products across all pending orders, summing up total quantities and grouping SKUs.
  3. One-Click A4 PDF Generation: Generates a formatted A4 PDF containing bold quantity markers, clear item titles, SKUs, and picking checkboxes designed specifically for physical warehouse clipboards.

By converting raw order queues into consolidated PDF pick lists, sellers eliminate picking errors and significantly cut down fulfillment time. You can explore ShipKnot features and options to see how local browser processing fits into your dispatch setup.


Re-Sorting Click & Drop Order PDFs for Faster Packing

Exporting order summaries is only half the fulfillment puzzle. Once you pay for and generate shipping labels in Royal Mail Click & Drop, the platform downloads a multi-page PDF document.

By default, Royal Mail outputs these PDFs as 2-page order pairs:

  1. Page 1: Delivery Note / Packing Slip
  2. Page 2: Shipping Label

When printing hundreds of pages at once, processing orders in random channel sequence creates bottlenecks at the packing station. To streamline physical packing:

  • Sort by Item Quantity: Group single-item orders together first. Single-item orders can be picked and packed in bulk at high speed.
  • Sort by SKU: Grouping identical items allows you to pack all orders containing the same product in a continuous run.
  • Pre-Validate PDF Structure: Ensure your label PDF maintains strict alternating pair sequence (Delivery Note -> Label) so that packing slips never get matched with the wrong customer shipping label.

Using a dedicated sorter like ShipKnot enables you to re-order native Click & Drop PDF label packs by SKU, item quantity, or customer name before printing.


Summary Comparison of PDF Export Methods

Export Method Best Used For Setup Effort Output Quality
Native CSV to PDF Monthly accounting & auditing reports High (Requires manual formatting) Clean, spreadsheet grid
Browser Print (Ctrl+P) Quick digital reference of web screen Very Low (1 click) Poor (Includes UI clutter & broken margins)
ShipKnot PDF Generator Warehouse picking & fast fulfillment Low (Automated Chrome Extension) Professional A4 Pick Sheet with aggregated quantities

Selecting the right method depends on your operational focus. For financial archives, native CSV reporting remains the standard. For daily warehouse picking and rapid dispatch, automated A4 pick list generation provides the cleanest and most accurate workflow.

Frequently Asked Questions

Can I export my Royal Mail Click & Drop order history directly to PDF? No. Royal Mail Click & Drop only exports order history data (such as Despatched and Manifested Order reports) as CSV files. To get a PDF, you must open the CSV file in a spreadsheet program like Excel and save or export it as a PDF.

Why does Click & Drop generate labels in PDF but order lists in CSV? Shipping labels and packing slips are designed for fixed-size printing on physical paper or thermal labels, making PDF the standard format. Order lists are designed for data analysis, filtering, and stock updates, which require structured spreadsheet formats like CSV.

How do I create a pick list PDF from Click & Drop before printing labels? You can either use your browser's print shortcut (Ctrl+P) to save the screen as a PDF, or use a dedicated browser utility like the ShipKnot Chrome extension to automatically extract orders and generate an aggregated A4 PDF pick list.

Is customer data safe when using browser extensions to generate order PDFs? It depends on the extension architecture. ShipKnot operates 100% client-side within your local browser memory, meaning customer PII and order data are never uploaded to external servers.

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