Shipping
Manage the Shipping process in the Warehouse Management System
Use Ctrl-F and the field name to quickly locate and review the description
Shipping - need to know
The Shipping tab displays a list of all Shipments with a minimum status of Ready to Pack.
The Shipping Tab enables a user to:
Track and Find Shipments
Filter and sort Shipments
Merge Shipments with the same shipping address
Confirm (change status) Shipments are ready to Ship or Shipped
Print Picking and Packing documents
Pack and unpack Line Items by Shipment
Organize packing configuration
Edit Shipment parameters, i.e. Vendor/Method, Weights, Cost, Pallets.
Get and compare rates from small parcel vendors i.e. UPS (requires shipping vendor intergration solution i.e. EasyPost*)
Select and buy Shipping vendor products (requires shipping vendor intergration solution i.e. EasyPost*)
Print Shipping Vendor Labels (requires shipping vendor intergration solution i.e. EasyPost*)
*EasyPost is integrated with the WMS via a Plugin. EasyPost provides a single transactional pathway between Salesorder and small parcel shipping vendors e.g. UPS etc. See EasyPost.
Shipments pane
Display a list of Shipments with a status of ready to pack or ready to ship.
| Action | Notes |
|---|---|
>List Shipments | In conjunction with the above Filter and Sort. |
>Merge | Merge selected (check box) Shipments with the same address. |
>Remove from Merge | Remove selected (highlighted) Shipment from the commensurate merge. |
>Confirm Ready to Ship | Set selected (check box) Shipment status to ‘Ready to Ship’. |
>Ship | Set selected (check box) Shipment status to ‘Shipped’. The corresponding Shipment will no longer appear. Go to Shipments in the main app to find and view. |
>Print Pick List | Print selected (check box) Shipment(s)’ Pick list(s). The Pick List can be configured: Setup>Configuration>Sales>Pick List |
>Print Packing Slips | Print selected (check box) Shipment(s)’ Packing list(s). The Packing List (Delivery Note) can be configured: Setup>Configuration>Sales>Customer Delivery Note. |
>Print Ship Labels | Print selected (check box) Shipment(s)’ Shipping Labels(s). Shipping Label details are generated by ‘Buy Shipment’ Action in the ‘Options’ pane’. |
>Find | Shipment by Ref#, Status, Customer, Shipping Address. |
>Edit (in row) | Displays Shipment modal (popup box). Change Shipping parameters, add/edit Shipping values e.g. weight. |
Filter and sort Shipments
Set column visibility and sort order of column values.
You can prioritize the order of results by column and alphabetical sequence. In the example above the sort order is shipping priority by earliest ship date.
A to Z = ascending, Z to A = Descending
Merge Shipments
Using the Merge action, you can merge selected shipments with the same shipping address on the Shipping tab. Click image to enlarge.
Highlight a merged shipment and click the 'Remove from merge' action to unmerge or remove a shipment from the merge.
Packing pane - Box View
When the user highlights a Shipment, the Box view displays a list of boxes and their respective packed Items. Any Items that are not packed are displayed in a list of unpacked items. Click image to enlarge.
Packing pane - Item view
When the user highlights a Shipment, the Item view displays a list of items and how they are packed in their respective boxes. Click image to enlarge.
>Add Box | Display Pack/Unpack Items modal (pop up window) (see below). |
>Edit Box | Display Pack/Unpack Items modal (pop up window) (see below). |
>Delete Box | Deletes and unpacks the corresponding Box and returns the Shipment to the Picked status. |
Pack/Unpack workflows
To view the workflow, click on the three vertical dots to enlarge.
Shipping Options pane
Manages the dialogue between shipping integration e.g.
WMS <-> EasyPost <-> Shipping Vendors.
Options pane | Gets Ship Via (Courier), and |
Rate Details | Reaches out to all Couriers configured in Easypost (See EasyPost) |
Get Rates | Reaches out to all Couriers configured in Easypost (See EasyPost) and returns costs per courier, per shipping method. |
Buy Shipment | Reaches out to selected (displayed Courier), Purchases specified Shipment, and returns tracking label for >Print Shipping Label Action. |
Ship via | Manually select from available Shipping Carriers: Setup>Configuration>General>Shipping Carriers OR Passed from Shipment |
Shipping method | Manually select from available Shipping Carriers: Setup>Configuration>General>Shipping Carriers OR Passed from Shipment. |
Delivery Date | Estimated from method selection. |
Ship date | Date status set to ‘Shipped’. |
Add Insurance | Value entered passed to Courier. |
Declared value per box | Value entered passed to Courier. |
Declared value total | Derived from Shipment value not including Taxes. |
Additional Options | Values entered passed to Courier. |
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