Creating a Shipment
The following instructions walk you through the process of creating a shipment for Magento Shipping. If you have Inventory Management enabled, you may want to review Creating Shipments with Inventory Management.
To create a shipment:
|1.||On the Admin sidebar, choose Sales. Then, choose Orders.|
|2.||Find the order in the grid, and open it.|
|3.||If the order has been paid and invoiced, and is ready to ship, tap Ship.|
The sections at the top of the shipment contain name and address and payment information from the sales order.
|4.||Complete each section of the shipment form as follows:|
Enter a Shipment Reference number to identify the shipment on the customer manifest and shipping labels. The default value is the Magento Customer ID, but can be any other value up to 15 characters.
Under Route Information do the following:
|1.||Choose the Origin Location.|
For Magento Shipping, the default location is entered automatically, but can be overridden as necessary.
|2.||If applicable, mark the International checkbox.|
For international shipments, the International Item Details and International Shipment Details sections appear in the form.
In the catalog database, make sure that the weight is entered correctly for all products to be shipped. If using Magento Shipping, also complete the packaging seup, as needed.
Magento Shipping presents a list of predefined carrier packaging after the carrier connects. The list includes all package types offered by the carrier, and the pricing and associated services are updated automatically from the carrier.
The package configuration grid lists only merchant-defined packaging. Carrier-specific packaging does not appear in the grid.
After you choose a package type, the length, width, height, and dimension unit are automatically entered, or “pre-filled.” The following determinations are made to calculate the package weight:
- The weight of the package, as specified in the catalog for each shippable product.
- The tare weight of the selected package type
- The sum of all product weights in the package, as well as the tare weight of the package.
An error occurs if the weight of all items in the package exceeds the maximum weight allowed for the package. The total weight is recalculated whenever the package type or quantity ordered changes. A warning appears below the Total Weight field, as a reminder to verify the values and make any changes necessary.
To enter merchant-defined packaging:
Under Packages do the following:
|1.||Choose the Package Type.|
- If you choose a prepared package type profile, the measurements are entered automatically.
- If you choose a Custom package, you must enter the Length, Width, and Height of the package. Then in the Dim. Units field, enter the number of dimensional units used by the package in the delivery vehicle or container.
|2.||Enter the Weight of the package. If necessary, set the Weight Units field to a different unit of measurement that is used for weight.|
|3.||The Contents field displays the value of the Quantity Packed field under Items Ordered. To change the number of ordered items that are packed in the shipment, enter the updated value in the Contents field. The Quantity Packed value reflects the change.|
|4.||To add another package to the shipment, do the following:|
|a.||Click Add Another Package.|
|b.||Complete the description of the package dimensions and weight.|
The selection of value-added delivery options is determined by shipping method and carrier. Some orders shipped with Magento Shipping might have additional options.
|1.||To give the carrier permission to leave the delivery unattended, mark the Unattended Delivery checkbox.|
|2.||To require the carrier to obtain a signature for the delivery, mark the Signature Required checkbox.|
|3.||(Magento Shipping UPS - US only) If available and applicable, mark the Adult Signature Required checkbox.|
|4.||(Magento Shipping UPS - US only) If you want to prevent the delivery from being redirected or rerouted by the recipient or driver, choose Direct Delivery Only.|
|5.||(Magento Shipping UPS - US only) If needed for a time-critical delivery, mark the Saturday Delivery checkbox.|
|6.||To identify the type of address, set Destination Address Type to one of the following:|
- Post Office Box
|1.||Do one of the following:|
- To use the customer’s preferred method of shipping, mark the Customer Preference checkbox.
- To override the customer’s preferred method, clear the Customer Preference checkbox. Then, choose another method.
|2.||Tap Get Quotes.|
|3.||In the list of quotes, select the quote you want to use.|
The Book Shipment button in the header is now active. and the Shipping and Tracking Information is completed for the carrier.
|5.||When the shipment is ready, tap Book Shipment. Then, do the following:|
|a.||To view the tracking information, click the Tracking Number.|
|b.||To send the package tracking information to the customer, tap Send Tracking Information.|
|c.||When prompted, tap OK to confirm.|
|6.||A message appears at the top of the page that the shipment has been sent, and the Documentation section appears in the shipment form, with a list of available printouts. The following example includes the High Value Report, which is available for Magento Shipping orders over $999.00 (UPS - US only).|
|a.||In the Action column, click the link to Download the package label for the shipment. Then, Print the label.|
|b.||(Magento Shipping only) To print the High Value Report, click the Download link. Then, look for the text/html file in your browser’s download list.|
|7.||To print a packing slip for this shipment, click Print in the page header. Look for the PDF file in your browser’s download list.|
Closes the New Shipment form, and returns to the order
Adds the shipment to the Dispatch grid.
Restores all fields to original values.
The name of the selected carrier
A descriptive name assigned to the package by the carrier.
The linked tracking number that is assigned to the package.
Deletes the carrier selection.
Add another carrier to the shipment.
(Magento Shipping only) Associates bookings between a carrier and a customer, and appears on shipping labels, manifest, and carrier Electronic Data Interchange (EDI) file, if applicable. The default value is the Magento Customer ID, and can be edited if required.
Maximum length: 15 (upper- and lowercase characters, numbers 0-9)
Displays a list of available locations.
If checked, identifies the shipment as an international shipment.
The description of the item.
The Stock Keeping Unit of the item.
The weight of the item.
The quantity of the item that was ordered.
The quantity of items that have been shipped.
The number of items included in this package.
An automatically generated code that identifies the package.
The type of package.
The length of the package.
The width of the package.
The height of the package.
The number of dimensional units used by the package in the delivery vehicle or container.
The package weight.
The unit of measurement used to describe the package weight.
A description of the package contents.
Add Another Package
Adds another package to the shipment.
International Item Details
Unit of Measure
The unit of measurement used to describe the shipment.
A description of the items in the shipment.
Harmonized System Code
A commodity classification developed by the World Customs Organization. Also known as the goods code, statistics code, statistics number, or tariff code. For example: 64-67 Footwear / Headgear
The weight of the shipment.
The unit of measurement used to describe the weight.
Country of Manufacture
The country where the items in the shipment were manufactured.
Country of Origin
The country where the shipment originated.
The declared value of the items in the shipment.
International Shipment Details
The prefix of the name of the person who is authorized to sign for receipt of delivery.
Signatory First Name
The First Name of the person who is authorized to sign for receipt of delivery.
Signatory Last Name
The Last Name of the person who is authorized to sign for receipt of delivery.
International Commerce Terms (Incoterms)
The code for the International Chamber of Commerce rule that applies to this shipment.
The export category that applies to the shipment. Options:
Return and repair
The reason for the export of the shipment.
Indicates if the shipment is subject to duty. Options: Yes / No
The number of the associated invoice.
The date of the associated invoice.
Export Declaration Number
A number issued by the Australian Custom Service when a shipment is accepted for export.
Exemption and Exclusion Legend
When shipping outside the U.S., you must provide either an EEL or a Proof of Filing Citation (PFC).
Electronic Export Information
An electronic declaration of international export information.
International Transaction Number
A number assigned to a shipment that confirms that the EEI was accepted and is on file in the Automated Export System (AES).
Indicates if the carrier can leave the package unattended at the destination address.
Indicates if a signature is required.
Adult Signature Required
(Magento Shipping UPS - US only) Indicates if an adult signature is required.
Direct Delivery Only
(Magento Shipping UPS - US only) Indicates if direct delivery is required. Direct Delivery ensures the package is delivered to the residential or business address. Direct delivery packages cannot be redirected by the recipient, or rerouted by the driver. Direct delivery packages do not require a signature, although you can choose to require one.
(Magento Shipping UPS - US only) Indicates that the package can be delivered Monday through Saturday. When this option is chosen, only services that support Saturday delivery are listed.
Destination Address Type
Indicates the type of street address. Options:
Post office box
Quote from Shipping Experience
Use customer’s choice
To override the default setting, clear the checkbox, and choose the type of quote.
Generates a list of quotes for available carriers. the shipping information and tracking number are completed automatically after the carrier is selected.
Comments about the shipment are for internal use.
Download the shipment package label. Size: A6 (105 x 148 mm; 4.1 x 5.6 in.)
(Magento Shipping only) Download the UPS Control Log for US shipments over $999.00. The report includes the tracking and reference numbers, declared value, and currency. The report includes a signature line to be completed by the delivery person, with pickup time and number of packages. Size: A4 (210 x 297 mm; 8.3 x 11.7 in)
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