Batch Create Shipments

This feature allows users to upload multiple orders by using the batch upload template.

 

Index:

• Import Methods
  
  • Template Import
    • Download Template
    • Fields
    • Retrieve Account Alias
      • My Contract
    • Retrieve Ship From Code
    • Service Code
    • Enter Package Type
    • Available Reference Fields
    • Example
    • Multi-Package Order
  • Online Edit  
• Import Template
• Rate Updates
  • Browse Rates
  • Rate Shopping

 

Import Methods

To batch create shipments, the system offers two methods:

• Template Import
• Online Edit

 

Template Import

Search Path: Shipments - Create Shipment - Import

Download Template

Click "Import"

 

Click "Download sample template for import" (Please see the below notes)

Notes:

The "Address Correction" is the system default field, the address will be auto-corrected if this option is selected

 

Click to open the template

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Fields

The template contains the below fields(* indicates mandatory fields):

• Customer Order#
  
  • User-defined field. Enter your order number
• *Account Alias
  • Please see "Retrieve Account Alias" Section
• *Ship From Code
  • Please see "Retrieve Ship From Code" Section
• *Recipient Company or Name
  • Receiver's company or name
• Attention
  • Receiver's attention/name
• *Recipient Address 1
  • Address line one
• Recipient Address 2
  • Address line two
• Recipient Address 3
  • Address line three
• *Recipient Country
  • Receiver's country code (i.e, United States of America = US)
• *Recipient Postal Code
  • Receiver's ZIP code
• *Telephone
  • Receiver's phone number
• *Service
  • Please see the "Service Code" section
• *Package Type
  • Please see "Enter Package Type"
• *Package Weight
• *Package Length
• *Package Width
• *Package Height
• *Unit
  • Unit of Measurement (i.e, kg/cm, lbs/in)
    • Use the dropdown menu to select
• Confirmation
  • Delivery confirmation service options
    • Use the dropdown menu to select
• Package Insurance Amount
  • If the shipment is required for additional insurance, enter the value of the shipment
• Package Reference No.1
  • Available with UPS (Exclude UPS-MI), FedEx, Stamps, and Pitney Bowes
• Package Reference No.2
  • Available with UPS (Exclude UPS-MI), FedEx, and Stamps
• Package Reference No.3
  • Available with UPS-MI, FedEx, and Stamps
• Package Reference No.4
  • Available with UPS-MI, FedEx, and Stamps

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Retrieve Account Alias

Currently, the account alias can be retrieved from the "My Contract" page

My Contract

Search Path: Settings - Account - My Contract

Click "Account" and then click "My Contract". Account no =  Account alias

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Retrieve Ship From Code

Search Path: Settings - Shipping - Warehouse Address

Click "Warehouse Address". The ship from code is the "Nick Name" shown below

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Service Code

Search Path: Batch Template - Service Code (Tab)

Open the downloaded template, and click the "Service Code" tab

 

The service codes are listed under column C: "Code" (Please see the below notes)

Notes:

Column C is referred to as Column B

• Example: Selected Services is UPS® Ground, the service code will be 1

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Enter Package Type

Search Path: Batch Template - Service Code (Tab)

Open the downloaded template, and click the "Service Code" tab

 

The package types are listed under column D: "Package Type"

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Available Reference Fields

Search Path: Batch Template - Service Code (Tab)

The supported reference fields are vary depending on the carriers. Please refer to the below instruction to view the available reference fields based on the carriers and services

 

Open the downloaded template, and click the "Service Code" tab

 

The available reference fields are listed under column G: "Reference"

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Example

Search Path: Batch Template - Example (Tab)

Open the downloaded template, and review the "Example" tab

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Multi-Package Order

Search Path: Batch Template - Orders (Tab)

Open the downloaded template, and then click the "Orders" tab

 

Scroll to the right and find the package information fields (Package Weight, Package Length, Package Width, and Package Height)

 

Packages can be created under one order by entering multiple "Package Weight", "Package Length", "Package Width", and "Package Height"

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Online Edit

The system also offers an "Online Edit" of the batch import operation. Users can directly use the sheet function from online edit to create shipment entries.

Search Path: Shipments  - Create Shipment - Import

Click "Import"

 

Click "Edit Online"

 

Fill in the information or select from the drop-down menu and then click "Complete"

Notes:

• Please refer to "Fields" and the above sections when filling out the information
• Double click to select from the drop-down menu
  

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Import Template

Search Path: Shipments  - Create Shipment - Import

Click "Import"

 

Drag the template into the dragging area or click "Upload File" to upload the template

 

Once the template is uploaded, the system will show a preview and edit page. This is the in-system sheet function where users can edit their template entries

 

Once reviewed, click "Complete"

 

Choose the action

Notes:

Depending on the volume of the shipment entries, it might take up to a minute for the rates to generate. If it takes longer than a minute, please refresh the current page

 

Click "Create Label" or "Create + Print Label" to create the shipments (Please see the below notes)

Notes:

• "Create Label" 
  • The shipment that selected the above button will move to the "Ready to Print" tab 
• "Create + Print Label" 
  • The shipment that selected the above button will move to the "Printed" tab 

*For the shipment operation, please review the article "Shipment Function Description"

 

Click "Complete" to create a label later (Please see the below notes)

Notes:

If selected "Complete", the shipments will move to the "Ready to Create" tab. 

*For the shipment operation, please review the article "Shipment Function Description"

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Rate Updates

Users can use the rate updates function in the below scenario 

Scenario 1: The rates are not showing up after the shipment is created   Scenario 2: The rates are expired, need to browse new rates or update the rates

Search Path: Shipment - Create Shipment - Ready to Create - Show Sidebar

*One shipment per operation, available only in the shipment in Ready to Create

Browse Rates

This allows users to browse new rates for the shipment

 

Rate Shopping

This allows users to update the rates 

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