Creating a Shipment

Creating a shipment is the required step to close out or complete an order (unless the order has been canceled). By providing a carrier and tracking number, this information is transmitted to the retailer so the customer is notified that the order has shipped. Follow these steps to create a shipment in the Portal.

1.  There are two ways to find an order to Ship:

• Option 1: Use the Search bar at the top of any page in the Portal and enter the order number. This will pull up all related documents to the order (the order as well as any existing shipments, returns, and/or cancellations).
• Option 2: Click on Orders in the left-hand menu, and from the Order Management page, find the order. 

2.  On the Order Management page, click on Actions and select Ship.

3.  You will be taken to the Create Shipment page where the shipment can be created.

Tip:

The shipping method used should typically match up to the shipping method requested on the order. For example, if UPS Next Day service was requested on the order, the expectation is the order would ship with next day service.

1. From the Carrier drop-down menu, select the carrier used to ship the item(s).
   If the shipping method isn't visible in the drop-down, you can type any approved SCAC code.
   You can see the standard list for Logicbroker under Settings > Shipment Options.
   
   
   
   
2. Enter the tracking number in the Tracking Number field, 
3. For Shipment Items, make sure the items and quantity match what was in the box shipped.
4. All other information on the page is optional unless otherwise requested by the retailer.
5. When finished, click on Submit (top right corner of the page).
    

Shipping Multiple Boxes

There are times when you will need to split the items in the order into multiple boxes. 

1. From the Create Shipment page, you can click on Add Box.
2. Select the appropriate item(s) from the Add Item dropdown. Since the first box is auto-populated with all items from the order, you will need to click Remove next to the item(s) that will not be in the first box.
3. Please make sure all box items, quantities, and tracking data are correct before submitting.

Because shipment data is usually sent frequently to the retailer throughout the day, make sure your shipment data is 100% accurate before clicking on Submit. The ability to make changes is very limited and could have a negative impact on a customer.