To generate a shipping file for a selected warehouse to import to a third-party shipping application, click on Shipping File.
On the shipping file screen, a file based on selected criteria can be generated.
Select a previously generated shipping file run from the Shipping File Run drop-down menu if a previously created batch file is needed, or create a new run based on the following criteria:
Country: Select All Countries or a specific ship-to country for this shipping file.
Origination: Select All Originations or a specific order origination.
Shipping Method: Select All Shipping Methods or a specific shipping method.
Inventory Category: Select All Categories, or a specific inventory category configured in your system.
Order Status: Click on the Order Status dropdown to determine the orders (by Status) that you would like to include in the shipping file. The default is Posted Only.
NOTE: It is recommended that “Exclude previously batched orders” always be selected to avoid having the same order picked up multiple times for shipping when using the date range option below.
Choose from one of the following ranges to filter the Shipping File report:
Date Range: Enter the Begin Date and End Date range for orders to be included in shipping file. You can either select the date by clicking on the calendar, or entering the date in the field in the following format: mm/dd/yy. You can also select the Date Type to filter by: Order Date, Posted Date, or Shipped Date.
Order Range: Enter the Begin Order # and End Order # range for orders to filter the shipping file. This filter is not required.
Order Subtotal Range: It is possible to select a Minimum and Maximum Subtotal to filter the shipping file. This filter is not required.
Click Process.
Right click on “HERE” to save file to your local computer. Select Save Target As from the menu.
Enter the file name to “save as“ to a specified location that can be easily found for importing into a third party shipping application. Click “Open” to view file if desired.
A comma-delimited file with shipping information is now ready for use by a third party shipping provider.
NOTE: The file will need to be uploaded to the shipping company’s software.
