Overview
Upright Lister's Shipments Manager allows you to create, track and manage shipments.
The Shipments Manager shows a complete history of shipping label costs, tracking numbers, and details on which users packed and created the shipment. If an order is associated with a shipment, there’ll be a link to view that order.
You can also file Shipsurance claims from the shipments page.
Table of Contents
How to Find the Shipments Manager
The Shipments page is accessed by clicking the shipping box icon in Lister's top-right navigation menu.
Note that depending on your user role within Lister, you may not have access to the Shipments page.
Overview of the Shipments Manager
The Shipments page has seven tools to manage your shipments. This section briefly outlines each tool, followed by an explanation of each one.
Search - Scan or type an Order ID, tracking number, or EasyPost ID number to pull up a list of shipments.
More Filters Tool - Additional tools to narrow search results
Sort Tool - Various options such as date and label cost for displaying search result order
Actions Menu - Common workflow single or bulk actions
Export - Download shipments in .csv format for a given date range
More Actions - Additional actions to create USPS Scan Forms or Canada Post Scan Forms, open Easypost’s website or file a claim with Shipsurance
New Shipment - Create a new shipping label for an order or create a shipping label without an order
Search Results - Shows all shipments with links to view labels, orders, and file Shipsurance claims
How to Search for a Shipment
Use the search bar to enter an Order ID, tracking number, or EasyPost ID to pull up matching results.
Search Field - Enter an Order ID, tracking number, or EasyPost ID into the search box and hit enter on your keyboard or the search button
Results - The total matching results will display in the right column
How to Use the More Filters Tool
Clicking the “More Filters” button opens a side menu tool with additional filters for shipments. These filters are convenient for reviewing specific shipments, such as reviewing a user's shipments they have packed or created or via a specific date range.
Channel - Filter your results to display shipments from a specific marketplace
Created between - Displays shipments created between two dates
Created by - Shows shipments created by a certain user
Packed by - Shows shipments packed by a certain user
Carrier - Filter your results to a specific carrier used for delivery
How to Sort Shipments
Clicking the Sort menu allows you to organize your search results in ascending or descending order based on selected criteria.
Date - Organize the shipments list from oldest to newest or vice versa
Label Cost - Sort results based on label cost by highest to lowest or vice versa
How to Use the Actions Menu
To open the actions menu, click on any of the checkboxes on the left side of the shipment entries. This will reveal the action menu above the search results:
Request Refunds - Refunds the selected shipping labels if they have not been scanned by the carrier
How to Use the Export Tool
Clicking the “Export” button at the top of the Shipments page will open a pop-up box to download a .csv file of all shipments created within a given date range.
How to Use the More Actions Menu
Clicking the More Actions menu at the top of the Shipments page reveals a dropdown menu for additional actions:
Create a USPS Scan Form - Allows you to print a shipment confirmation acceptance notice for USPS. Click here to learn more about USPS Scan Forms
Create Canada Post Scan Form - Allows you to print Canada Post Manifests. Click here to learn more about Canada Post Scan Forms
Open EasyPost - A direct link to EasyPost’s login page
File a Claim - Navigates you to Upright’s Shipping Insurance Claim form
How to Use the New Shipment Tool
The New shipment button redirects you to the new shipment page, where you initiate the packing or shipping process by scanning or entering the Channel Order ID or the SKU of a product within the order. A shipment can also be created that is not attached to an order.
Clicking the New shipment button begins the process of creating a shipping label for an order. Click here to learn how to ship orders in Lister
Overview of Search Results
The Shipments page search results display every shipment sent from Lister. Each row details information about the shipment, including the shipment’s carrier and date created.
Shipment - Contains the carrier logo, the tracking number, shipment ID, and link to view the label
User - Displays the usernames of the users who created and packed the shipment
Date - Displays the date when the label was created
Order - Contains the order number associated with the shipment, including a link to view the order
Insurance - Displays any Shipsurance insurance coverage associated with the order, including a link to file an insurance claim
Fee - Displays the total of any insurance costs associated with the shipment
Label Cost - Contains the label cost associated with the shipment
Related Guides
Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6 pm ET, Monday to Friday