Create a Shipment

To create a Shipment click on the + icon and then fill out the fields below.

Name

Enter a Name for the Shipment, this field does not display to your client.

Ship Date

Defaults to the date that the Shipment was created.

Tracking Number

Enter the Tracking Number of the Shipment if you would like to display it on documents or emails.

It is also helpful to get in the habit of entering Tracking Numbers so when you need it, you have the information readily available.

Origin Address

This information stems from Settings > Admin > Account and should be set as your business address.

Billing Location

This information is coming from the Order level and can be adjusted on the fly in the Shipment window or on the Order level screen by clicking Actions > Edit.

Destination Location

Same as Billing Location above.

Shipment Notes

An internal field to log notes specific to this Shipment.

Parcels

Parcels allow you to keep track of how many pieces were shipped to a specific location in a split ship scenario. Parcels are not required for manually entered Shipments but they are required for Shippo Integration Shipments.

Multi Parcel Toggle

The Multi Parcel Toggle allows you to ship multiple boxes in one Parcel line instead of creating lines for each box. The default setting for this toggle can be found in Settings >General > Order Defaults.

See Create a Multi Parcel Shipment instructions below.

Shipping is Taxable

Set the Toggle to Yes or No. The default for this toggle can be found in Settings > Accounting > Financial > Configuration

Tax Rate

Choose a Tax Rate for taxable Shipments

Cost

Enter the Cost of the Shipment

Default Handling Fee

Enter a markup percentage to upcharge the Cost of the Shipment. The system default setting for this field can be found in Settings > Dockets > General > Order Defaults

Price

The Price field will auto calculate based on the Cost + the Default Handling Fee

Create a Multi Parcel Shipment

Choose a Box from the dropdown or click on the + to add one on the fly.

• Enter a Name
• Enter an amount to Allocate to the Parcel
• Choose from the Dropdown for Dimension Units
• Enter a Qty Per Box
• The Dimensions will fill out based on the Box selected or they can be manually entered
• The Number of Boxes will calculate automatically
• Choose a Mass Unit from the Drop Down
• The Last Box Qty will auto calculate
• Enter a Weight Per Box

For more information, see Shipments - Creating a Shipment.