Shipping
Manage the Shipping process in the Warehouse Management System
Last updated
Manage the Shipping process in the Warehouse Management System
Last updated
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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.
Display a list of Shipments with a status of ready to pack or ready to ship.
>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.
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
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.
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.
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.
To view the workflow, click on the three vertical dots to enlarge.
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.
Click to configure columns.
