Creating a Shipment
To create a new shipment, navigate to the order details page and find the shipments section, then select new shipment.
The shipping section is not available for orders that only contain digital items.
On this screen, you can select the ship-from address from your company's configured shipping origins. If your company only has one shipping origin, this screen is skipped.
To add or change shipping origins, contact MedShift support.
Select add items to continue to the next screen.
On this screen, you can select the items that you want to include in the shipment. Velocity keeps track of how many of each item have been shipped, and automatically updates the order's status to "shipped" or "partially shipped" accordingly.
For each item included in the shipment, you can also specify additional notes and lot/serial numbers.
You can require lot/serial numbers to ship a line item on the products page.
Select shipping options to continue to the next screen.
On this screen, you can select the shipping carrier for this shipment:
- Using a supported carrier: When you submit the shipment, Velocity will create a label with the selected carrier and automatically attach the tracking number to the order. Your carrier account will be charged any associated fees for making the label.
- Manually enter tracking numbers: This option allows you to create a shipment with any carrier by manually entering the tracking number. You will need to manually create the label through the carrier's website.
Next, you can configure the packages to include in the shipment. All shipments must contain at least one package, and additional packages can be added by selecting add package (note that some shipping carriers only support one package per shipment.)
You can save frequently-used package sizes as convenient presets when using the Your packaging package type. To access the list of presets, select the … button next to the dimensions fields. Select a preset size to apply it.
To add or remove package size presets, select manage presets.
If you're using a supported carrier, you need to select a shipping rate. This is the amount your company will be charged by the shipping carrier. After selecting a carrier and configuring packages, select calculate rates. The shipping rate selected by the customer during checkout will also be displayed in this section.
Select review to continue to the next screen.
On this screen, you can review the details of the shipment before submitting it. After you've confirmed that everything is correct, select create shipment to finalize the shipment. You'll be redirected back to the order details page.
When you create a shipment through Velocity, the customer is automatically notified of the quantity shipped and tracking information.
For more information, see Labels and Tracking.