You can send an email confirming the order has been shipped at the order level, but you need to create a shipment first.
Step Action
1. Select {Orders} in the navigation menu on the left-hand side.
2. Search for the order you want to print a packing slip for using the search filters and table.
3. Select the order you want by clicking on the order number to go to the Order view.
4. Scroll down to the bottom and click on the {+} button for New Shipment.
5. Complete the fields. When you are complete, select {Save}.
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. |
6. Go to the triple ellipses button on the shipment and select {Send Ship Email}. An email
modal window will open.
7. After reviewing the email, select {Send} to send the ship email.