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Process a Parcel Shipment

Click the Rate/Ship button on the toolbar to get to the Shipment Editor. You can select a source document to ship against and click Create Shipment. If you’re not shipping an order or other source document, just click the Create Shipment button to start a shipment.

Video Tutorial

Rather watch a quick video? Click here.

Select the Source Document

The documents grid on the Documents page allows you to select from a list of source documents, based on filters and search results.

Note

Browsing or searching for source documents may be disabled if the “Disable Search of Source Documents” setting is checked under your Source Interface options. A message will appear telling you that search is disabled for documents if this is the case. See Search for more information.

Select the document from the grid:

 

Create the Shipment

Click the Create Shipment button to launch the new shipment.

On the new shipment page, any areas of the shipment that have incomplete information or an issue will be highlighted in red.

 

You can hover over the section’s icon to view a more detailed message about what’s missing or what needs to be corrected. Then, click on the pencil icon to expand the area.

 

Different sections of the Ship screen may have more specific information about the error when expanded. Here’s another example using Line Items:

Tip

For Line Items, Packages, Pallets, and Orders, you will see a red indicator on any specific items that have issues.

When you are done with a section, click the check mark to accept the changes.

Select the Shipping Method

If the Carrier and Service are not populated, select the shipping method – Carrier and Service – in the Transportation section. You can also Rate Shop to select a carrier and service based on the best rate.

Select or confirm the Transportation information

Line Items

If applicable, expand the Line Items section to add line items from the StarShip Inventory Items database. For information about creating or adding to the Inventory Items database, see Maintain > Inventory Items.

Add line items

Once you’ve added an item, you can edit item details by clicking the Open button in the item row.

Open to edit details

More Information

When you open the item, you get all of the item details, including packaging information.

Line Item details

Packaging

By default, in the Packaging section, StarShip will pack loose items into one default package. You can also pack line items (if not packed) by dragging loose items into packaging.

The setting “When importing orders, pack all loose items into default package(s)” controls the automatic packing of loose items into your default packaging. For Parcel, see the setting here. For Freight, see the setting here.

Packaging

Then, enter the weight of the first box or use an electronic scale to read the weight in the Packaging section. Repeat the weighing process for each package.

Weigh the packages

Repeat Packages

To duplicate a package, in the Packaging section, click the “Repeat Package” button on the line of the package you want to copy. You can repeat packaging for both Parcel and Freight shipments.

In the Repeat Package window, specify the number of times to repeat the package. You can also copy the weight of the original package.

Ship/Process

When you’re ready to process the shipment, click the Ship/Process button. This will tender the shipment to the carrier. If you have write-back enabled for a source interface, the shipment information will be written back to the source.

 

Video: How to Process a Parcel Shipment