Enter Shipping Information on Receipts

How Do I? | Shipping Manager Overview

Print shipping labels
Edit or cancel shipping information
Track Shipping Manager shipments?
Use an electronic scale with Shipping Manager
Enter shipping estimates on customer orders
Collect tax on shipping

Pro

Note: The availability of the shipping fields on receipts is controlled by your Features to Use and Sales: Shipping preference settings.

Use these procedures to record shipping information and charges on sales receipts.

How are you shipping?

Using Shipping Manager

1. List the items and customer on the sales receipt.

2. From the I Want To menu, select Ship Items.

The Enter Shipping Information window is opened.

3. Select an existing customer shipping address or select Add an Address. If you add or edit an address in this window, you have the choice to save the changes to the customer record.

4. Select Ship via UPS.

5. If using an electronic scale, place the parcel on the scale.

6. Select OK.

Shipping Manager is launched and the shipping form is displayed, with the customer's shipping address and the weight (if using scale) pre-filled.

7. Enter the shipment weight and other shipping options. Note: Missing, but required, fields will be highlighted in red.

8. Select options as needed from the shipping form:

- Add or Delete in the upper right to add or remove parcels from this shipment. A shipment can contain multiple parcels.

- Estimate Cost, Transit Time, or List All Services across the bottom to get estimates of costs and shipping times.

- View to display a list of prior shipments made, track or cancel them, and run reports.

- Cancel to return to the receipt without making the shipment.

- Help for assistance.

9. Select Ship to complete the shipment and print a shipping label. A confirmation is displayed, which can be printed or copied. Select OK to return the shipping information to the sales receipt.

10. Complete the receipt and take payment in the normal manner.

The shipping Options drop-down list on the receipt has additional shipping choices.

- Track Shipment to connect to the carrier's Web site and get tracking information for this shipment.

- Remove Shipment to remove the shipment from the receipt. Available only until shipment has been physically made, and once the receipt has been saved the shipping amount cannot be removed. Learn more.

- Re-print UPS Shipping Label to print another copy of the Shipping Manager shipping label.

- Print Mailing Label Select to print a Point of Sale shipping label.

- Print Packing Slip to print a list of items and the Ship To/Bill To addresses.

Not using Shipping Manager

1. List the items and customer* on the sales receipt.

2. From the I Want To menu, select Ship Items.

The Enter Shipping Information window is opened.

3. Select an address from the drop-down Ship To list (all addresses from the customer record are available). Click Edit If you need to change the address. The edited address can be saved to the customer record from the dialog (click Update Address in the edit box).

4. Enter or select:

- Shipping Amount Shipping charge (amount).

- Shipping Date the date shipment is to occur.

- Ship By Select a shipping provider and method from the drop-down list of carriers (must be previously defined in company sales preferences.)

- Tracking Number Enter the providers tracking number, if known.

5. Select OK to save and return to the receipt. The shipping information and charges are added to the receipt.

To edit or remove the shipping charges: Click the Options button in shipping information area and select the appropriate action. If editing, the Enter Shipping Information dialog is re-opened. Edit as necessary and save.

Additional choices are available from the Options menu:

- Print Packing Slip Select to print a list of items and the Ship To/Bill To addresses.

- Print Mailing Label Select to print a shipping label (supported formats include Avery 5160, 5167, 8164, and 5524*) with or without your store logo.

6. Complete the receipt and take payment in the normal manner.

*If no customer is added to the receipt first, you can type a shipping address directly into the Enter Shipping Information dialog.

Notes:

- If selling customer order items on the receipt, any shipping information recorded on the customer order is carried to the sales receipt. If the order is only being partially filled (i.e. some items remain due), you are asked if you want to apply the shipping charge to the current receipt.

- Subject to security rights and these limitations, you can edit the shipping amount recorded on the receipt; even if that amount was brought over from the Shipping Manager.

- You can apply sales tax to shipping amounts if required. Learn more

- If requiring user logins, the security right "POS > Edit shipping amount", can be used to allow or prevent editing of the shipping amount on a receipt.

- You can customize your packing slip and store shipping label print templates if needed.

- The ability to add or edit shipping information or amounts after saving a receipt may be limited. Learn more.

Related Topics

Making Sales Receipts

Estimating Shipping on Customer Orders