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Shipping Header

Reference Number - The reference number of this ship record.

Status - Status of the ship record.  See the Ship Status article for a description of the various statuses.

Order - The reference number of the originating order.  This can be a Sales Order or a Transfer Order.

Pick - The reference number of the pick record.

Invoice - The reference number of the invoice.  Note that the invoice is created after the shipment has been released.


NOTE:

The left caret icon is a button and will navigate from the shipping record to the Order, Pick, or Invoice record.


Service Provider - The commercial carrier for this product.

Service Method - The method of shipment from that provider.  Methods are dependent upon the provider.

Tracking Number - The tracking number of the shipment.  Provided by the carrier.


Note:

Integration with a commercial shipping provider requires a third party.  See the support article on Shipping Providers.


 

Declared Value - The financial value of the contents of this shipment.

Insurance - The amount of insurance for this shipment.

Handling Unit - Any type of container or support for the shipment.  Examples of handling units include:

  • Envelopes
  • Boxes
  • Pallets
  • Box cars
  • Shipping container

Handling unit data can be stored in the item layout.  This makes it easier to track and order.  Dimension information is then pulled from the data on the item layout.  Note that changing the data on the item layout for a particular handling unit does not change the data in the Ship record.

Dimensions: L, W, H - The length, width, and height of a handling unit.  Data is auto-populated based on the handling unit selected above.

Dimension Unit of Meas - The unit of measure for the dimensions entered above.  Data is auto-populated based on the handling unit selected above.

Weight - The weight of package.

Unit of Measure - The unit of measure for the weight value. 

Preparer - The person who packaged the shipment and released it.

Ship Date - The date the shipment was released.  This can be manually entered.  If it is empty at the time of release, the current date will be entered.

Created - A Timestamp when the ship record was created.


Shipping Addresses

Two addresses are included in the ship record: Ship To and Ship From.

Ship To tab

Receiver - Name of the company receiving this shipment.  If the shipment originated from a Sales Order, then this will be the customer name.  If the shipment originated from a Transfer Order, then this will be the warehouse name.

Address 1, Address, 2, City, State, Zip - Address of the recipient.

Ship From tab

Sender - Name of your company.

Address 1, Address, 2, City, State, Zip - Address of the sender.  If the shipment originated from a Sales Order, then this will be your main company address.  If the shipment originated from a Transfer Order, then this will be the warehouse address from which the shipment is sent.