Introduction

The SureShip QuickShip utility can be used to quickly generate shipping labels and documentation for various shipment types processed with both API-enabled and non-API carriers. This form condenses the standard packing and shipping procedure into a relatively small number of steps.

It is intended to be used for non-transaction-producing shipments processed outside of a standard CloudSuite™ Industrial order type. You may reference line items from a specific order if desired, but note that QuickShip shipments do not produce BOL numbers, Pick Lists, transactional activity, stock movement, or invoices. Any necessary adjustments to inventory or Accounts Receivable must be processed separately.

This article describes how to process a shipment in On Premise SureShip™ QuickShip.

Creating a new shipment

1. Click Create a new object in the current collection . The next available Sequence (shipment) number will be automatically assigned.
2. Verify that the correct shipping Whse (warehouse) is set and update as needed.




3. Select the appropriate shipment Type .
• Customer Order: Select this option to process shipments using information (Ship Via, Shipping Account, Line Items) from an existing Customer Order. The ship-to information on the  To Address tab will be set to the customer's ship-to address on a selected Customer Order.
• Transfer Order: Select this option to process shipments using information (Ship Via, Shipping Account, Line Items) from an existing Transfer Order. The ship-to information on the  To Address tab  will be set to the ship-to warehouse address on a selected Transfer Order.
• Service Order: Select this option to process shipments using information (Customer, Ship-To, Ship Via, Shipping Account, Line Items) from an existing Service Order. The ship-to information on the  To Address tab  will be set to the customer's ship-to address on a selected Service Order.
• Purchase Order: Select this option to process shipments using information (Vendor, Line Items) from an existing Purchase Order. The ship-to information on the  To Address tab  will be set to the vendor address on a selected Purchase Order.
• Leave this field blank to process a shipment that is not related to any existing order. Set the ship-to address using the Customer or Vendor fields, or by manually entering an address in the To Address tab.




4. Verify that the correct Ship Via is set and update as needed.




5. Verify that the correct transportation billing information is set and update as needed.
• Shipping Account / Bill Transportation To: Use these fields to bill transportation to carrier account belonging to the receiver or a third party. This option is only available for shipments associated with a particular customer record for which SureShip Customer Shipping Accounts have been set up. Leave these fields blank if transportation will be billed to the shipper.




6. Click Save .

Adding packages and contents

Adding packages to a shipment

1. From the Bulk Package Operations section, select a Package Type and Qty (quantity) of that package type to be added to the shipment. Click Add Pkg(s) .




2. Each package will be added as a separate row on the Package grid.

Note that some shipping service levels do not require specific package contents to be defined in order to process API calls. Package contents are never required for non-API shipments, but may be helpful if they will be printed on labels, documentation, etc.

Adding units to a package from order lines

This method of adding units to packages is only possible for shipments with a selected Type of Customer Order, Transfer Order, Service Order, or Purchase Order.

1. From the Packages grid, click the package where units will be added. Select the order's Starting Line and Ending Line . Click Add Lines to Pkg .




2. The line item will be added as a row on the Item grid. By default, line items are added in their full ordered Qty with Unit Value reflecting the line price. Other information is automatically populated from appropriate fields on the Items master. Data may be updated as needed.

Adding units to a package the from Items master

1. From the Packages grid, click the package where units will be added. Select the appropriate Item .




2. The item will be added as a row on the Item grid. Some information is automatically populated from appropriate fields on the Items master. Data may be updated as needed.

Adding units to a package manually

1. From the Packages grid, click the package where units will be added. Create a new row in the Item grid and manually enter information as appropriate.




2. At a minimum, values are required for Item , Description , Qty , Unit Weight (even if 0), and Unit Value (even if 0). Other data may be required depending on the shipping service level to be used.

Cloning packages and contents

1. From the Bulk Package Operations section, select the Package ID to be cloned and Qty (quantity) of clones to be added to the shipment. Click Clone Pkg .

Removing packages from a shipment

1. From the Packages grid, click the package to be removed. Click Delete an object in the current collection , confirm, and save.

Removing units from a package

1. From the Packages grid, click the package where units will be removed.
2. From the Item grid, click the unit be removed. Click Delete an object in the current collection , confirm, and save.

Adding weights to packages

Automatic package weight calculation

This method of adding weights to packages can be toggled on/off in AIT Custom Parameters . Refer to this article for additional information.

1. Each item added to a package will automatically be added to the appropriate package's total Weight . No additional action is required.

Read package weight from a connected scale

1. Place a package on the scale attached to the currently selected Kiosk .
2. From the Packages grid, click the package to be weighed. Click Get Weight .

Adding package weights manually

1. Manually update each Weight field in the Packages grid. Click Save .

Adding freight forwarders, brokers, and third parties to be printed on shipping documentation

The Freight Forwarder tab is used to set INCO Delivery Terms (Incoterms) for a shipment.

1. Navigate to the Freight Forwarder , Broker , or Third Party tab as needed. Choose the appropriate party using one of the following methods
• Select a Freight Forwarder , Broker , or Third Party number to automatically populate fields with the party's information.
• Select a Customer , and Ship To to automatically populate fields with the ship-to address's information.
• Manually enter information into each relevant data field.

Rate shopping

This step may be required for certain carriers and/or services.

Verify that all packages (including desired contents, weights, and values) have been added to the shipment before performing this step.

1. Select the appropriate Kiosk .




2. Enter a freight Pickup Date , if appropriate.






3. Navigate to the SureShip Shipping Options tab. Verify that features and add-on's are correctly set, or update and save as needed.




4. Navigate to the Rates tab and select the appropriate Carrier value. Click Get Rates .




5. Select the appropriate carrier and service level.
• If the selection corresponds with a mapped ship via, this information will be automatically copied to the shipment's Ship Via field.
• If a selection with an associated quote number is selected, this information will be automatically copied to the shipment's Quote field.

Tracking numbers, freight costs, and shipping labels

Verify that all packages (including desired contents, weights, and values) have been added to the shipment before performing this step.

API-enabled carriers

1. If rate shopping was not previously performed, perform the following steps. Otherwise, skip this step.
• Enter a freight Pickup Date , if appropriate.




• Navigate to the SureShip Shipping Options tab. Verify that features and add-on's are correctly set, or update and save as needed.




• Verify that Ship Via is correctly set, or update and save as needed.




2. If processing an international shipment that requires EEI filing, perform the following steps. Otherwise, skip this step.
• Enter the appropriate International Transaction Number or EEI exception code into the ITN field.




• Enter the appropriate Mode of Transport and Export Date if required by the carrier.




3. If shipping labels other than the carrier's standard shipping label(s) will be printed, perform the following steps. Otherwise skip this step.
• Navigate to the Labels to Print tab and Select the desired label types.




4. Navigate to the Package tab and select the appropriate Kiosk . Click Print Shipping Labels

Non-API carriers

1. Enable the Manual checkbox on each row of the Package grid. Enter the Tracking Number and Manual Freight Cost (if known/desired). Click Save .




2. If shipping labels other than the carrier's standard shipping label(s) will be printed, perform the following steps. Otherwise skip this step.
• Navigate to the Labels to Print tab and Select the desired label types.




• Navigate to the Package tab and select the appropriate Kiosk . Click Print Shipping Labels

Generating/reprinting shipping documentation

Verify that all packages (including desired contents, weights, values, and tracking numbers) have been added to the shipment before performing this step.

1. Navigate to the Documents to Print tab and Select the desired document types, as well as appropriate print options.




2. Navigate to the Package tab and click Print Documents .

Reprinting shipping labels

1. Select the Kiosk that shipping labels were originally printed from. Click Reprint Shipping Label .

Voiding tracking numbers

1. Select the Kiosk that shipping labels were originally printed from   and click Void Shipping Label . The shipment status is automatically updated to 'Active'.

References and Related Articles

Packing, Shipping, and Post-Shipment Overview (On Prem)

Setting up customer-specified carrier accounts for transportation billing

Setting up high-level parameters for SureShip™ (On Premise)