Ecomdash has introduced a new shipping workflow, designed to make shipping fast and more efficient. It was also designed to simplify the process for all users. Below is a break down of the steps needed to ship an order with the new workflow.
***Click here for a video that walks through this process as well
1. First you need to locate the orders you would like to ship. This can be done by navigating to Sales > Paid, to see all orders that have been paid for but have not yet been shipped out.
2. Select the orders you are ready to ship by clicking the box next to each order. Once selected, click Bulk Actions > Create Shipping Order to begin the shipping process.
3. You will then be automatically taken to your Shipping Queue to generate shipping labels. This can be accessed at anytime by navigating to Shipments > Generate Label Queue. Your shipping queue will have any orders in which you have begun the shipping process but have not yet completed it. To continue, select the shipping orders and click Generate Labels to generate labels in bulk or individually using an integrated carrier or click Shipments > Input Tracking Queue to manually enter in tracking information. This guide will focus on the Generate Label Queue option.
4. If you choose the Individual option, you will select the carrier, package type, and confirmation then click Get Rates. Now you can select the rate you want to apply this order then click Apply Rates. The next order in the queue will be automatically loaded up so that you can ship it. Once all orders are shipped, you will be automatically taken to Pick, Pack, Ship to print your labels. If you choose the Bulk option, select the orders you want to ship together then pick the Carrier you want to ship with and select the Package Type, Confirmation, and Shipping Service you want to use for the orders you selected. Scroll down and then click the Next > Print Labels button where you will be taken to a page to confirm before generating the labels.
5. From the Pick, Pack, Ship page you can print Pick Lists and Packing Slips using the Bulk Actions button before hitting the Purchase Label(s) button
6. You will then be automatically taken to the Shipping Label History page where you will be able to print the labels for these orders by clicking Actions > Print Shipping Labels. You can get back to this page later by going to Shipments > All Shipments > View History > Shipping Label.
7. If any labels fail to generate, they will be kicked back to the Shipment Options page where you will see any errors that were received so that you can fill in any missing information or choose different shipping options for these orders. You can access this by going to Shipments > Generate Label Queue > click the Shipment Options section.