Table of Contents

Version 2025.1

Colin Updated by Colin

April 7, 2025

Receiving Services

You can now track and manage value-added services performed during the receiving process with our flexible and intuitive Receiving Services system. This functionality allows warehouse staff to quickly quantify the additional services they provided while processing an ASN or RMA for the purposes of billing, enhanced reporting, and providing transparency to your customers.

The new Receiving Services feature provides:

  • A dedicated product type for defining receiving services that can be applied at either the delivery or container level
  • Flexible configuration options to control which services apply to specific delivery types, shipment types, and merchants
  • Intuitive UI for warehouse staff to record any services applied during processing
  • Auto-prompt feature to request user input when starting processing
  • Make user input either required or optional for each service
  • Comprehensive tracking of service history with a full audit trail
  • Ability to add services after delivery processing is complete

Example interface to record services performed:

Example of an auto-prompt:

Operational Benefits

  • Better documentation of value-added work performed during receiving
  • Improved visibility into service frequency and volume across deliveries
  • Enhanced ability to analyze service patterns by merchant, delivery type, or container type
  • Streamlined process for recording services during your normal workflow
  • Consistent tracking of services that previously may have been noted inconsistently or not at all

What's Changed

The system now provides:

  • Ability to add or modify services directly from the Receiving > Services menu (Admin users only)
  • A Services tab on the delivery page showing all applied services
  • Export capabilities for captured data in CSV and Excel formats
  • Integration of the service history into the existing delivery History tab
The old "Share Packaging Features" configuration option was relocated to Warehouse -> Operations -> General -> Shared Merchant as it now applies to both Packaging Features and Receiving Services.
Potential Workflow Impacts
  • Processing staff may be prompted to record services at the start of processing or when finishing containers
  • Required services must be resolved before completing processing
Update Impact: Since no Receiving Services are defined out of the box, these workflow impacts will not exist unless and until you define one or more services and depending on their parameters.

Applicable Quantity

ShipStream's Packaging Features system has received a significant update which provides more sophisticated control over the way Packaging Features are applied during packing while also being more intuitive to configure than the previous version. This update allows you to control the way a user interacts with the Packaging Features independently from the quantity that is recorded in the shipment data for each feature. Notably, you can now require that the "Applicable Quantity" is either calculated automatically (as before) or user-specified and whether it can be overridden by a user.

Examples:

  • Record how many feet of packaging material was used or other variables that are impossible to predict accurately
  • Note special materials consumed while constructing pallets such as reinforced corners, banding, slip sheets, etc.
  • Track man-hours of labor spent on assembly without leaving ShipStream

Example of a prompt with Applicable Quantity Override: Yes:

Example of a prompt with Applicable Quantity: User-Specified:

Example of the new Edit Package page:

Operational Benefits

  • Improved setup and management of Packaging Features, conflicting combinations of attributes are no longer displayed or allowed
  • Capture value-added work with greater flexibility
  • Streamlined process for recording value-added services during your normal workflow with the ability to ensure they cannot be accidentally skipped
  • Consistent tracking of services that previously may have been noted inconsistently or not at all

What's Changed

  • Two new Packaging Feature attributes for Supplies and Instructions: Applicable Quantity and Applicable Quantity Override
  • The Require Confirmation Per Item product attribute was removed
  • The BFO pick sheet and Scanner UI start page now show Applicable Quantity instead of One Scan Per
Potential Workflow Impacts
  • As the meaning of some options was changed to improve the consistency of the user experience, there may be some differences in how your Supplies and Instructions behave.
Update Impact: For more details on how this impacts existing users, please see the Applicable Quantity Migration Guide.

Auto-Prompt Timing and Frequency

Related to the new Applicable Quantity feature described below, we've done some major house-keeping with the Packaging Features. The attributes for Supplies and Instructions are now much more intuitive, and we've disabled any combinations of options that don't make sense.

An "Auto-Prompt" is the popup that appears during the packing process which gets the user's attention and asks to confirm a specific Packaging Feature. This itself is not a new feature, but quite a few changes were made to improve the existing feature, and the attribute names were updated.

Example of a basic auto prompt:

What's Changed

  • Renamed "Require Scan Timing" to "Auto-Prompt Timing" because it determines when an auto prompt will occur (also, prompts do not always require a barcode scan to confirm).
  • Renamed "One Scan Per" to "Auto-Prompt Frequency" because it determines how often an auto prompt will occur.
  • Added two new options for Auto-Prompt Timing (previously Require Scan Timing):
    • On Finished (after all packages have been marked full, and the user taps "Finished Packing"
    • None (no prompts will appear)
  • Added two new options for Auto-Prompt Frequency (previously One Scan Per):
    • One Per Shipment (just once for every shipment regardless of the number of packages/items)
    • One Per Each (the number of prompts will be the same as the number of product barcode scans)

Auto-Prompt Timing: On Finished

If you need to wait until the last package of a multi-package (or multi-pallet) shipment is completely ready to go before applying a Packaging Feature, then this option will allow you to do just that.

Auto-Prompt Timing: None

This feature allows you to tack on packaging features without requiring any action from the packer. Alternatively, by choosing the combination of Auto-Prompt Timing: None and Applicable Quantity: User-Specified, the packer can scan the packaging feature barcode zero or more times to add it to the package data without touching the screen.

Update Impact: For more details on how this impacts existing users, please see the Applicable Quantity Migration Guide.

Location Default Priorities

To give you more control over your location priorities and simplify managing them, we've added a Default Priority field to Locations. This value, if not empty, is used to set the Priority any time a location is unassigned or assigned to a new product, or when you trigger an update with the new Apply Default Priorities mass action.

By setting a Default Priority for your Locations, you can still make overrides when necessary but then easily revert to the default priority when your override is no longer needed.

Additionally, we've changed how Priority values are numbered relative to other locations for the same product and warehouse so that you can more easily organize your warehouse layout by setting priority values anywhere from 1 to 65,536.

What's Changed

  • Added Priority and Default Priority columns to the Locations grid.
  • Added support for setting Priority and Default Priority with the Location Import tool.
  • Added an Edit Location link to the locations list on the Product Inventory tab - saving the location navigates back to the Product Inventory tab.
  • Added "Apply Default Priority" mass action to the Locations grid.
  • Added "Apply Location Default Priority" mass action to the Racks grid (this is suitable for updating thousands of racks/locations all at once).
  • Locations are no longer implicitly sorted by pickable first, then non-pickable, so you can now place non-pickable locations before pickable locations.
  • The "Pick Source: Strict By Location Priorities" option now ignores pickable status, which previously didn't matter due to the forced sorting between pickable and non-pickable locations.
Update Impact: None. All existing and new locations have an empty Default Priority value.

Automatically Mark Shipped

We've added an option called Automatically Mark Shipped to the External Shipping Methods which helps you mark your offline shipments as Shipped when you add a primary tracking number.

Update Impact: The merchant integrations push tracking information when a package is packed with a tracking number (whether online or offline), or in the case of offline shipping without tracking, it waits until it is marked Shipped to push the tracking information. It is strongly recommended to enable Automatically Mark Shipped if you do not use the Loading feature or manually marking Shipped is not part of your SOP.

Other Improvements

  • Various UX improvements were made to the delivery processing workflows and Put-Aways feature from the 2025.0 release.
  • Re-opening a delivery no longer changes Auto-Close to No; the delivery can now be auto-closed multiple times.
  • Fixed syncing tracking numbers to integrations when the shipment is shipped offline and tracking numbers are added after packing.
  • Fixed a bug where it was possible to submit a non-numeric value from the Counter, corrupting the Packing UI.
  • Fixed a bug where reverting packing on a shipment with confirmed Packing Instructions caused errors in the Scanner UI.
  • Fixed a bug causing errors when finishing packing after reloading the page and resuming from saved data in the Packing UI.
  • Fixed put-away when a lot was recorded, but the product's Lot Type has been unset.
  • Improve an error message when trying to reduce count more than the sum of unapproved overages.
  • Fixed "The count could not be applied." when putting away under some circumstances.
  • Fixed an error when approving exceptions related to BOMs.
  • Updated an error message when processing a shipment, and a stocked item is not linked to any other SKUs via a Kit on Demand BOM, so a fractional pick can't be resolved into pickable units.
  • Avoided race condition for the order.create Merchant API method with the unique_ref flag.
  • Fixed an unexpected error thrown after reducing an overage in some cases.
  • Auto-resubmit create scan form requests for Easypost manifests when some shipments have already been manifested.
  • Added "Unknown" option to Country of Manufacture attribute. This is intended for temporary use only until you are able to track down the correct value.
  • Fixed an issue where the Qty Processed was double-subtracted when canceling a delivery that was already processed.

Grid Changes

  • Added columns to the Delivery Container Items export
    • RMAs
      • Order #
      • Order Ref #
      • Merchant RMA #
      • Merchant Order #
    • ASNs
      • Merchant Ref
      • Supplier Order Ref
  • When sorting the Shipments grid by Brand Name, the sort order will be the Merchant Name first, followed by the Brand Name.
  • Fixed Container Index on Delivery Containers export to match the index numbers in the UI.

API Changes

  • Added qty_on_hand to inventory.list and inventory.detailed response formats

How did we do?

ShipStream Releases

Applicable Quantity Migration Guide

Contact