Edit or Delete Shipments

How Do I? | Shipping Manager Overview

The ability to edit or delete shipping information may be limited as follows:

• Before a receipt has been saved: No restrictions. The shipping information or shipping amount can be edited or deleted.

• After a receipt has been saved: The shipping information, except amount, can be edited or removed. The amount cannot be removed because payment has already been taken with the shipping included.*

• In Shipping Manager: If the shipment was made through Shipping Manager, the shipment or a specific parcel can be edited or deleted in Shipping Manager until the carrier has physically received the package, even if it can no longer be edited or deleted in Point of Sale. However, a change initiated in Shipping Manager does not update the receipt in Point of Sale.

To edit shipping information before saving the receipt:

1. Click anywhere in the shipping information area on the receipt. The Enter Shipping Info dialog opens.

2. Edit the information and click Save.

To delete the shipping information, including the amount, before saving:

1.  Click the Options button in the shipping information area on the receipt.

2. Click Remove Shipping Info.

The information and shipping charge is immediately removed.

To edit shipping information after saving the receipt:

1. Find and open the receipt in sales history.

2. From the I Want To menu, select Add/Edit Shipping Information.

3. In the Shipping Info section of the receipt, make a selection from the drop-down Options list:

Ship Items via Shipping Manager: Available only if Shipping Manager is enabled. Launches Shipping Manager for shipping or tracking the shipment. If a tracking number is recorded on the receipt, this option will connect to the carrier's web site to track the progress of the package.

Edit Shipping Info: Allows you to change or remove the shipping address, shipping provider, ship date, and tracking number. You cannot however remove the shipping amount.

Remove Shipping Info: Removes all shipping information except the shipping amount.

Print  Mailing Label: This option prints a shipping/mailing label using the printer and template set up in Point of Sale.

Print Packing Slip: Prints a listing of items to be shipped and both the Bill To and Ship To addresses.

3. Select Save.

Notes:

• *The only way to remove or edit the shipping amount after a receipt has been saved is to reverse the receipt and then create a new corrected one with the updated shipping information. If canceling the shipment, you may find it quicker to create a new receipt to refund the shipping amount to the customer.

• Since they are just estimates, shipping amounts and information on customer orders can be edited or removed at anytime.