Ship an Order with Scan-to-Ship

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.

Use the From panel to:

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

Use the To panel to:

The 'To' 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.

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:

The Order Items panel

The Shipment Details, LabelOptions 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 Scan-to-Ship view, not all providers support modifying shipment details when working in Scan-to-Ship view. 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 Scan-to-Ship view.

The 'Shipment Details', 'Label Options', and 'Reference' panels (USPS)

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 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 bottom-left 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.

With UPS selected as the shipping provider, the Quantum View Notify panel will also be displayed. This panel allows you to configure emails being sent to your customer directly from UPS when an order is processed.

The UPS Quantum View Notify panel

It is possible to customize which panels are visible on the Ship tab of Scan-to-Ship view.

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 Scan-to-Ship view, 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 Scan-to-Ship view.

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 Scan-to-Ship view.

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

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.

Once the shipping label has been successfully created, a notification will be displayed letting you know that This order’s shipment has been processed. You will also see a visual indicator that the order is processed in the Ship tab at the top of the window.