Creating a Shipment


Step     Action

  1.      Select {New}. An Add Shipments modal window will open.


  2.     Complete the fields.


Field

Description

Name

Enter a Name for the shipment.

Ship Date

The default Ship Date will be the current date. The ship date can also be selected manually by clicking the Ship Date field and then selecting a date from the pop-up calendar.

Tracking Number

Enter a Tracking Number for the shipment.

Origin Location

The Origin Location will be the default location for the company. It can be edited by hovering the mouse over the Origin Location field and selecting the pencil icon.

Billling Location

The Billing Location will be the default billing location for the company. It can be edited by hovering the mouse over the BIlling Location field and selecting the pencil icon.


Destination Location

The Destination Location will be the ordering customer's shipping address. It can be edited by hovering the mouse over the Destination Location field and selecting the pencil icon.


Shipment Notes

Enter any relevant Shipment Notes in this field.

Parcels

This field allows the Parcels being shipped to be added. (See Shipments-Parcels)

Shipping is Taxable

Select Yes or No if Shipping is Taxable.

Tax Rate

Select all applicable Tax Rates.

Cost

Enter shipping Cost.

Default Handling Fee

The Default Handling Fee will appear here. It can also be manually entered.

Price

The Price will systemically calculate based on the shipping cost and handling fee.



  3.     Select {Get Rates} to obtain Shipping Rates or select {Save}. A results window will 

           pop-up to confirm Shipment saved successfully.


  4.       Select to close pop-up results window.