Shipment Processing

Shipment processing manages the creation, fulfillment, and tracking of outbound and inbound shipments. This guide covers the complete shipment workflow.

Overview

Shipment processing enables you to:

• Create shipments from orders
• Process single and multi-package
• Manage ship-from locations
• Generate documentation
• Track fulfillment status
• Handle exceptions

Accessing Shipments

Navigate to Shipping → Shipments to manage shipments.

Understanding Shipments

Shipment Components

Component	Description
Origin	Ship-from address
Destination	Ship-to address
Packages	Items being shipped
Carrier	Shipping carrier
Service	Delivery method
Documents	Labels, customs

Shipment Status

Status	Description
Draft	Being created
Ready	Ready to ship
Shipped	In transit
Delivered	Completed
Exception	Issue occurred
Cancelled	Voided

Shipment Types

Type	Description
Outbound	Shipping to customer
Inbound	Return/vendor receipt
Transfer	Between locations
Drop Ship	Direct from vendor

How-To Guides

How to Create Shipments

From Sales Order

1. Open sales order
2. Click Create Shipment
3. System populates:
   • Ship-to address
   • Items to ship
   • Shipping method
4. Verify details
5. Add package info
6. Generate labels

Manual Creation

1. Go to Shipping → New Shipment
2. Enter details:

Field	Description
Ship From	Origin warehouse
Ship To	Destination address
Carrier	Select carrier
Service	Service level

3. Add packages
4. Verify and process

Shipment Example

Shipment: SHP-2026-0892
Source: Sales Order SO-2026-1234

Ship From:
Main Warehouse
123 Industrial Blvd
Los Angeles, CA 90001

Ship To:
John Smith
456 Oak Street
New York, NY 10001

Carrier: FedEx Ground
Service: Home Delivery

Packages:
├─ Package 1: 10 lbs, 12x10x8 in
└─ Package 2: 5 lbs, 8x6x4 in

Total Weight: 15 lbs
Est. Delivery: Jan 25, 2026

How to Process Multi-Package Shipments

Adding Packages

1. Create shipment
2. Click Add Package
3. For each package:
   • Weight
   • Dimensions
   • Contents
4. Repeat for all packages
5. Process shipment

Package Details

Field	Description
Weight	Package weight
Length	Longest side
Width	Second dimension
Height	Shortest dimension
Contents	Items included
Value	Declared value

Multi-Piece Shipment

Shipment: SHP-2026-0893

Package 1/3:
- Weight: 25 lbs
- Dims: 18x14x12 in
- Tracking: 794644790101

Package 2/3:
- Weight: 15 lbs
- Dims: 12x10x8 in
- Tracking: 794644790102

Package 3/3:
- Weight: 8 lbs
- Dims: 10x8x6 in
- Tracking: 794644790103

Master Tracking: 794644790100

How to Manage Ship-From Locations

Multiple Warehouses

Configure ship-from:

1. Go to Settings → Shipping → Locations
2. Add warehouse addresses
3. Set default location
4. Configure rules

Location Selection

Determine ship-from by:

• Inventory availability
• Proximity to destination
• Shipping zone
• Manual selection

Location Settings

Setting	Description
Address	Physical address
Contact	Warehouse contact
Hours	Operating hours
Carriers	Available carriers
Cutoff	Daily cutoff time

How to Handle Special Shipments

Hazardous Materials

For hazmat:

1. Flag items as hazmat
2. Select proper service
3. Generate required docs:
   • Shipper declaration
   • Labels/placards
   • Safety data sheets
4. Ensure compliance

Oversized Shipments

For large items:

1. Enter accurate dimensions
2. System identifies oversized
3. Select freight service
4. Generate BOL
5. Schedule pickup

International Shipments

For international:

1. Enter destination country
2. Complete customs info:
   • HS codes
   • Item descriptions
   • Values
   • Country of origin
3. Select duties payment
4. Generate customs docs
5. Process shipment

How to Process Batch Shipments

Bulk Processing

Process multiple:

1. Go to Shipping → Batch Processing
2. Select orders to ship
3. Verify carrier/service
4. Click Process All
5. Labels generated
6. Shipments created

Batch Workflow

Select Orders → Verify Details →
Rate Shop (optional) → Process Batch →
Generate Labels → Print All →
Mark Shipped

How to Handle Returns

Return Shipments (RMA)

1. Create return authorization
2. Generate return label
3. Send to customer
4. Track inbound shipment
5. Process received return

Return Label Options

Option	Description
Pre-Paid	Company pays
Collect	Customer pays
QR Code	Scannable code
Email	Digital label

How to Manage Shipment Exceptions

Exception Types

Exception	Description	Action
Address Issue	Invalid address	Correct and retry
Delivery Failed	Cannot deliver	Contact customer
Damaged	Package damaged	File claim
Lost	Package lost	File claim

Handling Exceptions

1. View exception alert
2. Review details
3. Take corrective action
4. Update shipment
5. Notify customer

How to Cancel/Void Shipments

Void Before Pickup

1. Open shipment
2. Click Void
3. Confirm cancellation
4. Label invalidated
5. Charges refunded

After Ship

After pickup:

1. Cannot void automatically
2. Contact carrier
3. Request intercept
4. Process manually

Advanced Features

Automated Shipping

Hands-off processing:

• Auto-select carrier
• Auto-generate labels
• Auto-send notifications
• End-of-day manifest

Shipping Rules

Configure automation:

• Weight-based carrier
• Destination-based service
• Value-based insurance
• Customer preferences

Split Shipments

Ship partial orders:

• Select items to ship
• Create partial shipment
• Track remaining
• Notify customer

Consolidated Shipments

Combine orders:

• Same destination
• Combine packages
• Reduce shipping costs
• Single tracking

Best Practices

📦 Processing

• Accurate weights
• Correct dimensions
• Proper packaging
• Same-day shipping

📋 Documentation

• Complete addresses
• Customs accuracy
• Required documents
• Proper labels

⚡ Efficiency

• Batch processing
• Automated rules
• Rate shopping
• Streamlined workflow

📊 Quality

• Address validation
• Package verification
• Carrier comparison
• Exception handling

Configuration

Shipment Settings

Navigate to Settings → Shipping → Shipments:

• Defaults - Default values
• Automation - Auto-processing
• Validation - Address checks
• Notifications - Alerts

Processing Settings

• Batch Size - Max per batch
• Cutoff Time - Daily deadline
• Auto-Ship - Enable automation
• Manifest - End-of-day

Document Settings

• Packing Slip - Include/format
• Customs - International docs
• Labels - Format/size
• BOL - Freight docs

Troubleshooting

Common Issues

Shipment not creating

• Verify all required fields
• Check address valid
• Review carrier available
• Check inventory

Cannot add package

• Verify weight entered
• Check dimensions valid
• Review service limits
• Check shipment status

Batch failing

• Review error details
• Check individual orders
• Verify carrier status
• Process manually

Cannot void shipment

• Check if already shipped
• Verify within timeframe
• Contact carrier if needed
• Check permissions

Next Steps

Learn about Shipment Tracking to monitor delivery status in real-time.