The Ship page is where user will go to ship their orders. By default, the page displays a list of recent shipments.
Processing new shipments
To begin processing shipments, go to Shipping Functions -> Start Shipping. Once this process is started, the system will remain in Shipping mode until you exit the process.
The system will begin by prompting you for how you would like to process your transactions: Load Orders or Manual Entry
Load Orders
If processing from either the SS orders page or an outside integration, choose the Load Orders option. At the next window, you have the choice of processing a single order or consolidating multiple orders into a single shipment.
Ship single order
To ship a single order, you can either scan/enter the shipment number (the ID to use to pull the transaction from the system the record is staged in), or you can select the record via the View Open Orders window. If using the Open Orders window, make sure to check the Search Integration checkbox if the data is in an outside system.
Consolidating orders
If you want to ship multiple orders in a single transaction, click the Begin Consolidated Shipment button. If the data is in an outside system, make sure to check the Search Integration checkbox.
From here, enter your first/master shipment# at the top of the form. Next, enter/select the additional/child shipment #s using the form below the Master Shipment# field. If the source we are pulling from allows for searching, the system will display a search form for you to set your criteria. If not, the system will display a large textbox for you to enter all shipment #s on separate lines.
Manual Entry
If not loading from an order source, Shipstore comes with a Manual Entry mode that helps walk you through the required data for a given shipment. Just select your shipment type and follow the required prompts for the shipment.
The last prompt (Carrier Info) will allow you to set your shipping details then either rate/ship the transaction, or view the full entry screen so you can update any remaining info for the transaction before shipping it.
For more details on the entry screen, see the following link:
Searching for Shipments
You can view recent shipments via the main Ship page. To look up shipments, click Filter Results, then set your parameters for the search. Click search when your search parameters have been set.
Parameters
Ship Date Range
The date range at the top of this window corresponds to the Ship Date of the record (not when the record was processed). If you want an open search, clear both of these fields.Status flags
Above the criteria table are 4 flags you can enable to filter the results by:
- Pending - Shipment has been created, but was not completed
- Rated - Shipment has been quoted, but no label created
- Shipped - Shipment rated and label created
- Voided - Label was created, then later canceled
Criteria
For any other search filters, you can use the Criteria table. Click the "+" to add as many custom parameters as you need to the search.