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    Shipping Manager Settings

    Shipping Manager

     

    About Shipping Settings

    ONTRAPORT can supply packing slips in PDF format and a fulfillment list in CSV format for all of your physical product shipments. Many fulfillment houses can use these files as is for physical product fulfillment. Three sections configure and provide reporting on packing slips, Packing Slip Settings, Shipping Package Manager and Shipping Fulfillment List. You can find them in Sales > Settings.

     

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    Index:

     

    Prerequisites

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    Adding a Product to a Packing Slip

    ONTRAPORT provides an option to add a product to a Packing Slip on Order Forms and during manual transactions. Select the product in the itemization section to edit the product options:

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    All of the other ONTRAPORT product options are available (trial periods, subscriptions, etc.) Shipping / packing slips are created when the transaction is processed and delivered to you via email on a schedule you configure.

    A shipping icon appears next to products with Packing Slips enabled.

     

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    Packing Slip Settings

    The Packing Slip Settings section allows you to specify whether packing slips are to be sent hourly, daily, weekly or monthly. You can send your packing slips to a fulfillment house, your assistant, or yourself depending on your needs. Access the settings by clicking the Sales collection, then Settings and Packing Slip Settings. The configuration screen appears:

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    Use the Add New Notification button to add an additional notification email address. This can help you keep track of your packing lists when the original is sent to a fulfillment house, or notify you when an assistant receives a new Packing Slip distribution.

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    Click Save in the upper right to save your settings.

    save-packing-slip.png

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    Shipping Package Manager

    The Shipping Package Manager provides a list of all customer orders and allows you to download a copy of the packing slips. Select the customer and choose Download PDF or Download CSV from the Actions menu.

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    Sample Packing Slip

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    Shipping Fulfillment List

    The Shipping Fulfillment List section displays a list of the Packing Slips sent and includes the date and time of the send. Select a Fulfillment Run to download the list again.

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