Shipments can be used to create partial shipments or distributions. For each shipment, some or all of an item's quantity can be allocated to it. Shipping labels, invoices and packing slips can be printed for each shipment and will calculate quantities and prices appropriately.
Shipments can be used to create actual shipments and retrieve rates with live carriers via the Shippo integration. (See Integrations-Shippo)
Note: Shipments can only be entered for orders. If you are working on a quote, the quote will have to be converted to an order before proceeding.
Creating a Shipment
Step Action
1. From the Order view page, select + icon from Shipments section. A New
Shipment modal will open.
2. Complete the fields.
Note: Any changes to locations using the New Shipment modal will be
applied to this shipment only. Edited location information will not be applied to
location information on the Customer profile.
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.
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Billing Location | The Billing Location will be the default billing location for the contact. If the contact does not have a default billing address, it will use the customer's default billing address. It can be edited by hovering the mouse over the Billing Location field and selecting the pencil icon.
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Destination Location | The Destination Location default 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.
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Shipment Notes | Enter any relevant Shipment Notes in this field. | ||||||||||||
Parcels | This field opens the New Parcels modal so parcels can be added to the shipment. (See Shipments-Parcels) | ||||||||||||
Shipping is Taxable | Toggle switch to Yes or No depending on if Shipping is Taxable. | ||||||||||||
Tax Rate | Select all applicable Tax Rates. Note: If applying Tax rate, make sure Shipping is Taxable toggle set to Yes. For information on creating multiple shipments with different tax types, see Shipments - Applying Different Tax Types to Multiple Shipments | ||||||||||||
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.