Step-by-Step Guide

To begin, navigate to the Shipment Order page.

To create a single shipment order, click Create Shipment Order in upper righthand corner.

You will now proceed through 6 steps, beginning with Step 1. The fields for Step 1, Order Details are below.

Once you've filled in the necessary fields, click Next Step to continue to Step 2.

You can now search for existing customers using the Customer box or fill in the customer's information and address details. Explanations for the fields are below.

After filling in the shipment information, click on Next Step to proceed to Products.

In this section, you'll enter the products in the shipment.

You can search for existing products, search the SKUs you've added already, or create a new product without leaving this screen.

To create a new product, click the Create New Product button.

To search and add a product by SKU, type at least 3 characters from the SKU into the Enter SKU and Add Product search box.

Once you find the SKU you wish to add, add 1 by pressing the [+] button. If you need to add more than 1, increase the value by typing the desired amount or using the arrows, then click the [+] button. The Edit Product sidebar will open.

If the product requires editing, use the Edit Product sidebar to adjust the product's details. Whether you make changes or not, click Apply to exit this sidebar and add the product.

You will receive a confirmation message after successfully adding product.

To search through the products you've added to this shipment order, use the Find SO Detail by SKU field. This will narrow your view to only the SKU you've searched by.

A detailed table with a summary of what you've added at the top will update as you add SKUs. You can quickly see the number of SKU, number of kits, and the total quantity, as well as further details for each product. Scroll to the right to see all the details for your product(s).

If you need to make changes to an individual line, you can easily click on the 3 Dots menu to access the Edit or Delete buttons.

You can make changes to the UOM Pack Type, Quantity, and Price Per Item after adding a product.

When you're done adding products, click on Next Step to continue.

On this screen, you'll enter the carrier and shipment service (if applicable) for this order. You'll need to have your carriers, shipping services, and shipment packages set up ahead of time to continue.

Explanations for the fields are below.

After adding the shipment information, click Next Step to continue.

In this section, you can add any necessary additional information. This screen is flexible and includes fields for adding extra notes, a field to note fraud risk, and a Gift toggle to enable if a Gift Note is needed.

If additional fields are needed, custom fields can be added to this screen with the Add/Edit Custom Field button.

Once you've added the other info needed, click Next Step to reach the final screen.

Review your shipment order. Check to assure that all details are correct and that all the information you need has been added.

If you need to make changes, you can use the Back button to return to previous steps.

You can also use the Cancel Order button in the righthand corner of the screen to delete all work on this order so far.

When you're ready to finalize, select Save Order to generate the shipment order.

A confirmation screen will load with suggestions for what to to do next.