Product: Pack & Ship
No matter how you got to this screen, once you start your shipment, it takes you to the package screen if it has enough information (ship to address, shipping options).
If the system didn’t have the full ship to address, it would start you at the Ship To screen.
If there was something amiss in the shipping options, it would start you on the Shipping Options screen.
In our case, we’re starting on step 3 of the journey.
The package screen is where you will put the items in a box. The packing process involves the transfer of items from the order side (Remaining Items) over to the package side (Packed Items).
The left side shows you all items that are on the order.
(Tip: At this point you could click the flyout and the system will filter to show you all orders that could be consolidated on this shipment if you choose.)
To add items to a package, you have a few options:
- Pack All
- Single chevron to pack one item at a time
- Double chevron to pack all items
Once you add that item to a package, the right side shows you that all items have been packed.
The next step is to choose carriers. You can advance to the next step 3 ways. It’s your choice:
- Click the Go to Carriers button
- Click the Next button
- Click Carriers in the journey bar
Some values may be defaulted but you can change the options if you wish. First choose an option on the left side of the screen then click the Get Rates button.
Depending on your configuration, it could display the least expensive rate, the fastest delivery or the least expensive option within a delivery window.
Make your selection and click the Ship It button.
The system then takes you to the Shipping Summary screen and your label prints automatically. A packing list will also print if you have that set up. Depending on your configuration, the system may take you back to the Shipping screen where you can start working on a new order.
Upon successful completion, various details of the shipment will be greyed out and no longer editable.
Tracking number(s) are returned for the shipment; at which point, the shipment has been added to the carrier’s manifest, final freight costs are returned, and no further changes can be made.
The status can be verified in the Shipment History screen.