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: New 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 {New} under Shipments. An Add Shipments 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.


FieldDescription
Use as CustomerDefault set to Customer Name. This can also be set to Location Name using drop-down.
ContactDefault set to the Receiver on the order. This can also be set to any active available on the drop-down.

Note: If the Contact is left blank, an error will generate when attempting to Get Rates.
Saved LocationsUse this option to change the Origin Address to another saved location.
Address Name, Address, City, Region. Country, Zip/Postal CodeThese fields will pre-fill based on the default address
Address Type
Default set to Commercial. This can be set to Residential using the drop-down.

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.

FieldDescription
Use as CustomerDefault set to Customer Name. This can also be set to Location Name using drop-down.
ContactDefault set to the Contact on the order. This can also be set by manually entering a contact name or by selecting another company contact using the drop-down.

Note: If the Contact is left blank, an error will generate when attempting to Get Rates.
Saved LocationsUse this option to change the Billing Address to another saved location.
Address Name, Address, City, Region. Country, Zup/Postal CodeThese fields will pre-fill based on the default billing address for the contact/customer. If a different saved location is chosen, fields should automatically populate saved location details. Information can also be manually edited.
Address Type
Default set to Commercial. This can be set to Residential using the drop-down.

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.

FieldDescription
Use as CustomerDefault set to Customer Name. This can also be set to Location Name using drop-down.
ContactDefault set to the Contact on the order. This can also be set by manually entering a contact name or by selecting another company contact using the drop-down.

Note: If the Contact is left blank, an error will generate when attempting to Get Rates.
Saved LocationsUse this option to change the Destination Location to another saved location.
Address Name, Address, City, Region. Country, Zup/Postal CodeThese fields will pre-fill based on the default billing address for the contact/customer. If a different saved location is chosen, fields should automatically populate saved location details. Information can also be manually edited.
Address Type
Default set to Commercial. This can be set to Residential using the drop-down.

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
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.


 


Watch Split or Partial Shipments