Add Tracking Numbers from Scanner
When packing a shipment offline, users may add Tracking Numbers and Alternate Tracking Numbers to any number of individual packages in the shipment. The "Complete Shipment" interface guides users through the process, ensuring each package receives tracking information. This system is ideal for large quantities of packages as the tracking numbers can be added by scanning a barcode as well. In this article, you will learn how to:
- Access the Complete Shipment interface
- Utilize the auto-fill actions for multi-package shipments
- Review the shipment Tracking Numbers
- Complete a packing a shipment with only one package
Access the Complete Shipment interface
To access the interface, the order being packed must use an External Shipping Method. Additionally these settings for the shipping method should be configured in System > External Shipping Methods before proceeding:
- "Require Tracking Number" must be set to Yes within the External Shipping Method.
- (Recommended) A Primary and Alternate Tracking Description should be set for the External Shipping Method.
This will ensure that the shipment remains in "Packing" status until all Tracking Numbers are added.
With the correct configuration, enter the scanner Packing interface and scan the shipment to be packed. This will direct the user to an overview of the shipment and you will notice that each package in the shipment includes a "Tracking Required" status in the list of packages. Click Complete Shipment to begin adding Tracking Numbers to finish the packing process.
The next screen will show the first package of the shipment and will have two fields with the chosen Primary and Alternate Tracking Description, configured with the External Shipping Method. Input the Tracking Numbers by typing or scanning a barcode with the field highlighted.
With the numbers added, users may click Use For Remaining which will duplicate the chosen Tracking Numbers across all remaining packages in the shipment. This action will immediately redirect users to the Confirmation page after applying the numbers.
Additionally, users may wish to simply fill in the current page with the last-used tracking info from the previous page. If the user is looking at any package other than the first, the option to Use Previous will be available in Blue.
Review the Shipment Tracking Numbers
All package items may be re-modified and to do so easily, select a package from the Shipment Summary on the Confirmation Page.
The Total Shipping Cost is optional and will be reflected on the Shipment View screen. Admin Users may also make modifications to these values from the Admin UI after selecting the appropriate shipment. If everything looks correct, click Finish to complete the shipment.
If the shipment includes only one package, then the process is much faster as users do not need to navigate to the next and previous pages. Instead the two Tracking Numbers and the Total Shipping Cost may be entered here and submitted when the user selects Complete Shipping.