Creating a Shipment
The following instructions walk you through the process of completing a shipment with Magento Shipping.
To create a shipment:
|1.||On the Admin sidebar, choose Sales. Then, choose Orders.|
|2.||Find the order in the grid, and open in edit mode.|
|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:|
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, Height, and Dim. Units.
|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, to the following:|
|a.||Click Add Another Package.|
|b.||Complete the description of the package dimensions and weight.|
|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.||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.|
The shipment now appears in the Shipments grid, and the Send Tracking Information button appears at the top of the page.
|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.|
|a.||In the Action column, click the link to Download the PDF of the package label for the shipment.|
|b.||Print the label.|
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.
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 theshipment.
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:
The reason for the export of the shipment.
Indicates if the shipment is subject to duy. 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 confimrs that the EEI was accepted and is on file in the Automated Export System (AES).
A checkbox that indicates if the carrier can leave the package unattended at the destination address.
A checkbox that indicates if a signature is required.
Destination Address Type
Indicates the type of street address. Options:
Post Office Box
Quote from Shipping Experience
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.
A quick rating takes only 3 clicks. Add a comment to help us improve Magento even more.