Let’s take a look at how to configure a shipment and how to create a shipping label for a loaded order in Order Lookup Mode. We'll begin by taking a look at each of the panels on the Ship tab.
First Things First
Order Lookup Mode is available in ShipWorks version 6.0 or later. You can check your current version of ShipWorks by clicking on the Help tab and then the About ShipWorks button. For assistance with upgrading your version of ShipWorks, please see this article.
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Configuring the Shipment
All of the panels on the Ship tab can be expanded or collapsed to show or hide the contents of the panel. Click on:
to expand or on
to collapse a panel’s contents.
Expand or collapse a panel
The fields and contents within some panels will change based upon the shipping provider you have selected for the shipment. We will point out which panel contents change when we talk about each of the panels in the next section. For this article, we will be using USPS as the selected shipping provider and all screenshots will reflect this.
The 'From' Panel
Use the From panel to:
- Select the shipping provider account to use for this shipment. This can be useful when you have more than account with the selected shipping provider and you need to select between them.
- Switch between origin addresses. If you have more than one warehouse you could use the Origin drop-down menu to select between the warehouse addresses.
In addition, by selecting Other Address you can manually edit or enter an origin address into the available Name, Address, and Contact Information fields.
The USPS 'From' panel
The 'To' Panel
Use the To panel to:
- To Address: When you need to update or change the recipient’s address you can do so using the To panel. You can update any of the fields in the Name, Address, and Contact Information sections.
- Address Validation: Depending upon your ShipWorks address validation settings, you can perform address validation.
The 'From' panel
Performing address validation
In the above screenshot, address validation needs to be performed. Clicking on the Validate link will perform address validation and either automatically correct the address or offer suggestions if the address is invalid.
The Order Items Panel
Using the Order Items Panel, you can quickly review the items on the currently loaded order. Unlike when using ShipWorks in Batch Grid mode, the Order Items Panel cannot be modified by adding or removing columns to or from the panel. The panel is there for a quick reference of the items included on the currently loaded order and displays the following information:
- Item Name
The Order Items panel
The 'Shipment Details', 'Label options', and 'Reference' Panels
The Shipment Details, Label Options and Reference panels work in conjunction with one another to allow you to configure the shipment. When you select a shipping carrier in the Provider menu of the Shipment Details tab, the available options in all three panels will be updated to reflect the available options for the provider that you selected for the shipment.
For example, when you select USPS as the provider, the options available in all three panels will reflect options available to you when shipping with USPS. When you select UPS, the options available will reflect the available options when shipping with UPS and so on.
In the below screenshot, USPS has been selected as the Provider.The available fields and options in the Shipment Details, Label Options and Reference panels all reflect options available when shipping with USPS.
Note that while you are able to create a label for all shipping providers in Order Lookup mode, not all providers support modifying shipment details when working in Order Lookup mode. With any of these providers selected you can create the label with the currently selected shipment details, apply a shipping profile and then process the label, or switch to Batch Grid mode where you can modify all shipment details.
USPS w/o Postage, UPS Worldship, Express1, OnTrac, iParcel, DHL Express, Asendia and Other do not support updating shipment details in Order Lookup mode.
The 'Shipment Details', 'Label Options', and 'Reference' panels (USPS)
The 'Rates' Panel
As you configure a shipment (select a shipping provider, change the service, enter dimensions, select the packaging type, etc.) the Rates panel will automatically update to show:
- The estimated number of days in transit for the currently selected service.
- The total cost for the currently selected service.
- The estimated number of days in transit and total cost for any other available services. (Available services are displayed based upon your settings in the Shipment Details panel.)
The currently selected service will be highlighted in the Rates panel and the corresponding rate will be displayed in the Total Cost: heading located at the top center of the screen.
The 'Rates' panel with Priority Mail selected
You can select a service other than the service currently selected by clicking on the service in the Rates panel. Doing so updates the Service selected in the Shipment Details panel and updates the Total Cost: indicator.
Media Mail selected in the 'Rates' panel. The Total Cost and Service field are automatically updated.
Email Notifications and Quantum View Notify
With FedEx or UPS selected as the shipping provider, the Email Notifications (FedEx) or the Quantum View Notify (UPS) panels will also be displayed. These panels allow you to configure emails being sent to your customer directly from FedEx or from UPS when an order is processed.
The FedEx Email Notifications panel
The UPS Quantum View Notify panel
Adding and/or Removing Panels
It is possible to customize which panels are visible on the Ship tab of Order Lookup Mode.
1. Click on the Manage tab and then on the Fields button.
2. Check or uncheck the the box to the left of the fields you wish to add or remove. Then, click the Save button.
While you are able to create a label for all shipping providers in Order Lookup Mode, not all providers support modifying shipment detail. With any of these providers selected you can create the label with the currently selected shipment details, apply a shipping profile and then process the label, or switch to Batch Grid mode where you can modify all shipment details.
USPS w/o Postage, UPS Worldship, Express1, OnTrac, iParcel, DHL Express, Asendia and Other do not support updating shipment details in Order Lookup Mode.
Applying Shipping Profiles
Shipping profiles allow you to create and save sets of your most commonly used shipping defaults. These defaults, or profiles, can then be easily applied to a shipment. For example, you could have a profile that automatically applies an expedited shipping service, weight, insurance, dimensions, signature required, turn on email notifications and more, all with just a couple of mouse clicks.
Setting up your shipping profiles is outside of the scope of this user guide, but we do have a guide for that! If you’d like to learn more about creating and using shipping profiles, check out this link.
The great news is that you can quickly apply shipping profiles while in Order Lookup Mode.
Just click on the Apply button in the Profiles section of the Ship tab and select the profile you wish to apply.
Applying a Shipping Profile
Creating the Shipment
Once you have configured the shipment on the Ship tab you can create the shipping label easily. In fact, you have several ways to create the label.
- You can click the Create Label button located right above the Rates panel.
- You can click on the Create Label button located in the Ship section of the ribbon.
- You can press F10 on your keyboard.
- You can scan a barcode. (We discuss automating ShipWorks using Single Scan in the Single Scan user guide.)
Once the shipping label has been successfully created, a notification will be displayed letting you know that This order’s shipment has been processed.
Still Need Help?
Please feel free to reach out to one of our awesome Technical Support Representatives in St. Louis. We are happy to help.