Creating a Shipment

The following instructions walk you through the process of creating a basic shipment. If you have Inventory Management enabled, you should review Creating Shipments with Inventory Management. If you are using a shipping extension, you should review the vendor documentation.

  1. On the Admin sidebar, go to Sales > Orders.

  2. Find the order in the grid and open it.

  3. If the order is paid, invoiced, and ready to ship, click Ship.

    The sections at the top of the shipment contain name, address, and payment information from the sales order.

  4. Complete each section of the shipment form using the instructions in the following sections.

Source Selection (Inventory Management)

If you have Inventory Management enabled, select a source (or location) and an amount of quantity to send per line item.

For complete details, see Creating Shipments with Inventory Management.

Items to Ship

For each line item in the order, modify the Qty to Ship as needed.

Shipping Information

  1. Click Add Tracking Number.

  2. Select the Carrier.

  3. Enter a Title for the package.

  4. Enter the tracking Number.

Shipping Comments

  1. Enter Comments for the shipment, if needed.

  2. When the shipment is ready, click Submit Shipment.

Buttons

Button Description
Back Closes the New Shipment form, and returns to the order
Submit Shipment Adds he shipment for the order.
Reset Restores all fields to original values.

Field Descriptions

Shipping Information

Carrier The name of the selected carrier
Title A descriptive name assigned to the package by the carrier.
Number The linked tracking number that is assigned to the package.
Action - Deletes the package information from the shipment record.
Add Add another package to the shipment.

Route Information

Origin Location Displays a list of available locations.
International If checked, identifies the shipment as an international shipment.

Items ordered

Description The description of the item.
SKU The Stock Keeping Unit of the item.
Weight The weight of the item.
Qty Ordered The quantity of the item that was ordered.
Qty Shipped The quantity of items that have been shipped.
Qty Packed The number of items included in this package.

Shipment Comments

Comments Comments about the shipment are for internal use.

Documentation

Package Label PNG - Download the shipment package label. Size: A6 (105 x 148 mm; 4.1 x 5.6 in.)
High Value Report Text/HTML - (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)