View source for Shipping

{{Module Introduction|Shipping|Sales}} facilitates the process of packing and shipping items that have already been [[Picking|picked]]. Typically, orders are packed before they are shipped, but these steps can be performed simultaneously in Fishbowl if necessary. The '''Shipping''' module is also where carton information and carton tracking numbers can be added and modified.

==Module buttons==

{{Module Button|Save}} saves any changes made to the shipment.

{{Module Button|Pack}} [[#Pack an order|packs the order that is currently opened]].

{{Module Button|Ship}} [[#Ship an order|ships the order that is currently opened]].

{{Module Button|Void}} will only be visible once an order has been packed or shipped. Void will undo a packed order or a shipped sales order if it has not been exported to the accounting system. Transfer orders and Purchase orders cannot be voided once they have been shipped.

{{Module Button|Batch Shipment}} [[#Pack and ship multiple orders simultaneously|allows multiple orders to be packed and shipped at the same time]]. 

{{Module Button|UPS|Get Quote}} [[#Get and accept quote|gets a quote from UPS]].

{{Module Button|UPS|Accept Quote}} [[#Get and accept quote|accepts the quote from UPS]].

{{Module Button|UPS|Void Shipment}} is used to [[#Void shipment|void a UPS shipment]] and only appears after a quote has been accepted.

{{Module Button|UPS|Return Shipment}} is used to create a [[#Return shipment|return shipment]] and only appears if a UPS Account Number has been entered and the shipment has been shipped.

{{Default Buttons}}

==Add or modify cartons==

After items have been picked, they will appear in the {{Module|Shipping}}. Items can then be placed into cartons/boxes. To change the default container name from '''Carton''' to any other value, use the {{ModuleOptionsTab|Shipping|Ship Items}}. Follow the instructions below to add cartons to a shipment.

# Open the order in the {{Module|Shipping}}.
# Click the {{Button|Add}} located on the component toolbar to the right.<br>[[File:Carton information.png]]
# Enter the number of new cartons that should be added to the shipment.
# Select a saved carton size, or manually enter the dimensions. Common carton sizes can be saved on the {{ModuleOptionsTab|Shipping|Carton Types}}.
# Click '''OK''' to add the cartons. 
# Items can be moved between cartons by using the {{Icon Button|Up}} and {{Icon Button|Down}}, or by clicking and dragging the items between cartons. Right-clicking an item and selecting '''Add Carton''' will automatically add that item to the new carton.<br>[[File:Carton.ship items.png]]
# To split an item, click the item quantity and type a new quantity. The remaining quantity will be split out into a new line.
# After highlighting a carton, the details will be displayed in the '''Carton Details''' section below.<br>[[File:Carton Details.png]]
# Click the '''Save''' button to save all changes.

==Pack an order==

Once items have been placed into the appropriate cartons, the order can be marked as '''Packed'''. An order can be packed by opening the order and clicking the {{Button|Pack}} located on the module toolbar or by [[#Pack and ship multiple orders simultaneously|right-clicking orders in the search pane]] and selecting '''Pack'''.

[[File:Right Click Pack.png]]

An order can also be packed using the [[CSV|import]]. Once an order has been packed it is ready to '''Ship'''.

==Ship an order==

An order can be shipped by opening the order and then clicking the {{Button|Ship}} located on the module toolbar or by [[#Pack and ship multiple orders simultaneously|right-clicking orders in the search pane]] and selecting '''Ship'''. This will also pack the order if it has not yet been packed.

Multiple orders can also be shipped at the same time, by clicking the {{Button|Batch Shipment}}.

# Click the {{Button|Batch Shipment}} located in the module toolbar.
# The orders can be filtered by selecting only the carriers that are currently being shipped. New carriers can be added in the {{Module|Carrier|Add a new carrier}}.<br>[[File:Shipping select carriers.png]]
# Click '''Next''' and select the orders that should be shipped.<br>[[File:Ship items.png]]
# Click '''Finish''' to complete the selected shipments.

Shipping data can also be imported using the [[CSV|import]].

==Change shipping costs==

The carton shipping cost can be modified in the '''Carton Details''' pane at the bottom of the module. Highlight a carton and then enter the shipping cost in the lower pane. Click the {{Button|Save}} in the module toolbar to save the changes.

[[File:Carton Details.png]]

To choose between standard shipping and carton based shipping, open the {{ModuleOptionsTab|Sales Order|Shipping}}.

==Pack and ship multiple orders simultaneously==

Multiple orders can be packed and/or shipped simultaneously by right-click the orders in the search pane.

[[File:Ship multiple orders.png]]

To select multiple orders in the search pane, hold down the '''Ctrl''' key on the keyboard and click each order. Once all of the desired orders are highlighted, right-click on any one of the highlighted orders and select '''Pack''' or '''Ship'''. Clicking '''Ship''' will also pack any of the selected orders that have not yet been packed.

The {{Button|Batch Shipment}} can also be used to [[#Ship an order|ship several orders simultaneously]].

==Search==

In the search pane on the left of the module, shipments can be filtered by '''Ship Number''', '''Order Number''', '''Order Type''', and '''Status'''. Additional columns can be displayed in the search results, by right-clicking any column header.

[[File:Shipping Search Columns.png]]

Click the '''Advanced Search''' button to search the '''Custom Fields''' and the following search options.

[[File:Shipping Advanced Search.png]]

==UPS==

{{UPS Intro}}

===Get and accept quote===

The {{Button|UPS|Get Quote}} and {{Button|UPS|Accept Quote}} are used to get UPS quotes and create UPS shipments.

# Open the shipment in the '''Shipping''' module.
# Select '''UPS''' as the carrier and select the desired '''UPS Service'''.
# Click the '''Get Quote''' button in the module toolbar. If the UPS license agreement is displayed, complete the [[#UPS Ready|UPS setup]].
# If a UPS Account Number was not entered during the [[#UPS Ready|UPS setup]], the shipment can be paid for with a credit card by changing the '''Payment Type''' on the '''UPS''' tab.
# The quote amount will be displayed in a dialog. The quote can be accepted by clicking '''Yes''' now, or by clicking the '''Accept Quote''' button later.
# When a quote is accepted, the '''Print UPS Label''' dialog will be displayed. Click '''Print''' to print a shipping label now, or select the '''UPS Label''' from the '''Reports''' menu to print a label later.
# When a quote is accepted, a UPS shipment is created and a tracking number is assigned.

===Void shipment===

The {{Button|UPS|Void Shipment}} is used to void a UPS shipment and only appears after a quote has been accepted.

# Click the '''Void Shipment''' button which appears after a quote has been accepted.
# If desired, make any changes and then request a new quote by clicking the '''Get Quote''' button again.

===Return shipment===

The {{Button|UPS|Return Shipment}} is used to create a return shipment and only appears if a UPS Account Number has been entered and the shipment has been shipped.

# Open a shipment that has already been shipped and click the '''Return''' button in the module toolbar.
# Select the '''Ship Service''', the '''Service Type''', enter any other necessary information, and then click '''OK'''.
# If necessary, click the '''Reports''' menu and then select '''UPS Return Label''' to view the return shipping label.

{{anchor|ODBC setup}}{{anchor|ODBC Setup}}{{anchor|FedEx integration}}{{anchor|UPS integration}}{{anchor|Troubleshooting tips}}{{anchor|Endicia integration}}

==Shipping integration==

The {{Module|Advanced ShipStation}} integrates with nearly all carriers and Fishbowl has a built-in {{Module|UPS Ready}}. Fishbowl can also integrate with [[Shipping Integration#FedEx integration|FedEx]], [[Shipping Integration#UPS integration|UPS WorldShip]], and [[Shipping Integration#Endicia integration|Endicia]] by utilizing a technology called '''Open Database Connectivity''' or '''ODBC'''. See [[Shipping Integration]] for more information.

=TABS=

{{HideH2|General tab}} [[File:Shipping General Tab.png|400px|right]]

The '''General''' tab displays the items and the cartons of the shipment as well as other important shipment information.

* To [[#Add or modify cartons|add a new carton]], click the {{Button|Add}} located on the component toolbar to the right.
* The '''Carton Details''' and '''UPS''' tabs at the bottom of the '''General''' tab display information for the selected carton.
* Users with the [[Access_Rights#Shipping|'''Shipping-Always Edit Address''' access right]] can modify the shipment address by clicking the {{Icon Button|Edit}}. The original '''Ship To''' address will remain on the order.

{{HideH2|Details tab}} [[File:Shipping Details Tab.png|400px|right]]

The '''Details''' tab displays '''Shipped By''', '''Date Created''', '''Total Number of Cartons''', '''Total Weight''', '''Total Cubic Size''', '''Dimensional Weight''', '''Location Group''', and '''Location'''.

* '''Total cubic size''' is the total volume of all cartons, based on the carton dimensions.
* '''Dimensional Weight''' does not correspond to the actual weight of the package. It is an estimated weight based only on the size of the cartons. It is used by many carriers to determine if shipping rates should be based on weight or size. Dimensional weight is calculated by dividing total cubic inches by the [[#Module_Options_Ship_Items_tab|customizable weight factor]]. Many carriers will charge for whichever weight is larger, the actual weight, or the dimensional weight. In other words, if a package is below the recommended density, the billed amount would be based on the size of the box, instead of the actual weight.
* The '''Signature''' panel can be used to associate an image with the shipment. This is typically used to capture a signature, when the carrier is '''Delivery'''. Fishbowl GO has a [[Fishbowl_GO#Delivery|'''Delivery''' module]] that allows the signature to be easily saved from a mobile device. The dimensions of the saved image can be customized by clicking the {{Button|Change image options}}.
* Notes can be added to the shipment at the bottom of the '''Details''' tab.

{{HideH2|UPS tab}} [[File:Shipping Module UPS Tab.png|400px|right]]

The '''UPS''' tab will be displayed after completing the [[#Setup|UPS Setup]].

* Notification information can be entered on the '''UPS''' tab.
* If a UPS Account Number was not entered during the [[#Setup|UPS setup]], the shipment can be paid for with a credit card by changing the '''Payment Type''' on the '''UPS''' tab.
{{HideH2|Custom tab}} [[File:Shipping Custom Tab.png|400px|right]]

The '''Custom''' tab stores additional fields for the shipment that can be customized to fit the needs of each company.

* Custom fields can be created and modified by opening the {{Module|Custom Field}} and selecting '''Ship''' from the drop-down at the top of the module.
* To search for shipments using the custom fields, click the '''Advanced Search''' button in the search pane to the left and then click the '''Custom''' tab.

{{:Module Options:Shipping}}