Shipping Department Tool Bar

Overview

The Shipping Department Tool Bar provides options for the buttons and table layout of the shipping department.

Shipping Department View

When the shipping distribution center has its transmission mechanism set to "none", the Shipping Department Orders screen (Operations → Order Management → Shipping, then your shipping department) shows two configuration buttons next to the item selector: Options and Table Display.

Options

Click Options in the toolbar to open Shipping Department Options. Under Choose Which Buttons to Show, turn on the buttons you want in the toolbar, then click Save Changes. The buttons are grouped as Workflow, Printing, Import/Export, and Shipping. Export Orders, Export MOM, and Import Tracking are in Import/Export.

The dialog also has two options: Vertical Button Orientation, and Save selected orders during page refreshes.

Buttons that appear once you select orders

Most toolbar buttons act on the orders you have checked, so they only appear after at least one order is checked. Until then, the toolbar shows the note "Select one or more orders to see shipping, printing and label actions." Uncheck every order and those buttons are hidden again.

Appears only with orders checked	Always shown
Mark Shipped, Ready for Pick Up, Mark Picked Up, Change Shipping, Move Orders, Change Status	Refresh, Options, Table Display, Select by Item
Print Address Labels, Print Orders, Print Invoices, Print Packing Slips, Print Pick List	Import Tracking
Export Orders, Export MOM and the carrier export buttons (FedEx, UPS WorldShip, Endicia Dazzle, Stamps.com)	The carrier import buttons
Print and void label buttons for each carrier, and Print USPS Postage / Refund USPS Postage	Print USPS ScanForm and View USPS ScanForm

The Options settings still decide which buttons are available at all. Selecting orders only reveals the buttons you have turned on.

In the void label windows, only the labels you leave checked are voided. Uncheck a label to keep it.

Table Display

Click Table Display to choose which columns appear in the Orders table and how orders are grouped and sorted. The Report Configuration: Shipping Department window opens.

tip

Several columns, including Payment Date, are hidden by default. If a column you expect is missing from the table, open Table Display, scroll the Column Ordering list, and click its eye icon.

Column Ordering

Drag a column up or down to change its position. The top entry is the leftmost column. Click the eye icon next to a column to show or hide it. A crossed-out eye means the column is hidden.

The default layout, in default order:

Column	Shown by default
Order ID	Yes
Shipping Method	Yes
Screen Branding	Yes
Status	Yes
Creation Date	Yes
Ship on / Pickup Date	Yes
Ship To	Yes
Bill To	Yes
Amazon SFP	Yes
Total	Yes
Items Signature	Yes
Affiliate ID	No
Delivery Date	No
Items Signature2	No
Note	No
Ship To State	No
Ship To Country	No
Custom Field 1	No
Custom Field 2	No
Custom Field 3	No
Custom Field 4	No
Custom Field 5	No
Custom Field 6	No
Custom Field 7	No
Payment Date	No

The Items Signature column lists each order's items and quantities, for example ITEM-A[1].

Record Grouping

Choose a column to group orders by, and check Grouping Sort Ascending to sort the groups ascending. While grouping is set, the sort arrows in the column headers are turned off. The window shows the note "Dynamic table sorting (arrows in the column headers) is disabled when grouping is present."

Sort Order

Choose the column orders are sorted by, and check Sort Order Ascending for ascending order. The default is Order ID, ascending, with no grouping.

Click Save Preferences to apply your changes, or Cancel to close without saving.

info

Transcluded from Mark Shipped.

Change Shipping

The 'Change Shipping' button allows you to change the shipping method on selected orders.

After selecting the orders you wish to change the shipping method for, you'll be prompted with a pop-up menu to select the new shipping method, then you'll click the "Update Shipping Methods" button to complete the shipping method change.

Move Orders

The 'Move order' button will move the selected orders to the selected new shipping department location.

You'll be prompted with a radio button list of the available shipping departments. Select the new shipping department then click the 'Move' button to complete the move.

Change Status

Overview

UltraCart allows you to mark each order with its own status in the shipping department. When you change the status of an order its background color will change. Status colors are shown as te background color of the status that is being selected from the window. Your choices for shipping status are; Back ordered, Picking, Packing, Packed, Released for shipment and Old payment authorization.

To change a status First click in the check box to left of the orders that you want to change the status of, and then click the "Change Status" button.

You will then be presented with change order status window which will allow you to select the status you would like to set for the order or orders. Once you have selected a status simply click the "Apply" button to set this change.

Print Address Labels

Overview

UltraCart allows you to print address labels for multiple orders onto a sheet of labels. The size and layout of the label sheets is configured in the Printable Documents settings section of the UltraCart configuration. If there is a partial sheet of labels, set the starting position to the first available label on the sheet. Labels are printed left to right and then top to bottom.

UltraCart will create a PDF file which will be viewed in your browser.

Print Orders

Overview

Allows you to print a copy of the order details including the customer address information, payment type, and item details.

Select orders for printing by placing a check in the box to the left of the item ID. Then click on the "Print Orders" button.

The order will be sent to a PDF file which you can view from your browser and then print.

Add print invoices

Print Packing Slip

Overview

UltraCart allows you to print packing slips to enable streamlined packing operations. To print packing slips, simply check the desired orders, and click on the "Print Packing Slips" button. UltraCart will then create a PDF file containing one packing slip per page. This file will usually appear in your browser window from which you can print your packing slips.

Print Pick List

Overview

This routine will print a list of any orders you have selected with a check mark. It will list the Item ID, Quantity and Description. Place a check mark on the orders desired and click on the "Print Pick List" button. UltraCart will create a PDF file which will be viewed in your browser.

Import Tracking

Overview

The shipping department has a generic import option for importing tracking numbers from a CSV file to populate into the existing orders in the shipping department.

Clicking on the Import Tracking button will display the import tracking dialog window:

Export Tracking

Overview

The CSV file has the following specifications:

• CSV (Comma Separated Variables) format (exampe: trackingnumbers.csv)
• The csv file should contain two columns with these headers (first row): orderid,trackingnumber
• The order of the columns doesn't matter.
• The header is case-insensitive.

The export orders button in the Shipping Department allows you to export the selected orders in either CSV or XML format for processing in other applications. Click in the check box to left of the orders that you want to export. Then click on the "Export Orders" button. The export file will appear in a browser window. From there you can "save" the file to your system (drive). Read the following for important information about exporting Auto Orders.

info

Auto Order Export

The Exporting of Auto Orders, due to the PCI requirement related to the handling of the sensitive billing information, require that the data be exported using PGP encryption.

In order to export the auto order data:

1. The Owner user of the UltraCart account (*only the Owner user*) must submit to UltraCart a PGP Public Key.
2. Then an UltraCart Support representative will place the key on file for the account.
3. Once the key is on file, the owner user (*only the Owner user*) will be able to perform the auto order export.

These steps are required in order to ensure that this sensitive data is properly entrusted only to a person on the account that should have access to this data.

Export MOM

Export MOM creates an order file for Dydacomp Mail Order Manager (MOM). Use it when you or your fulfillment service import orders into MOM.

Export MOM needs the Numeric order ID scheme. With the default date and time based scheme, the export opens a page that starts "Unable to export orders to MOM." and says date and time based order IDs are incompatible with MOM, instead of downloading a file. To switch, see Order ID Scheme.

To export:

1. Go to Operations → Order Management → Shipping and open your shipping department.
2. Check the orders to export. Export MOM appears only after at least one order is checked, and only the checked orders are exported.
3. Click Export MOM. The file downloads as mom.csv.

The file has a header row and one row per item line, so an order with three items has three rows. Columns include the order number, date, shipping method, ship-to and bill-to details, email, order totals, and for each item the SKU, description, unit price, and quantity ordered. The order number is the numeric part of the order ID, without your merchant ID prefix.

If Export MOM does not appear after you check an order, click Options and turn on Export MOM under Import/Export, then click Save Changes.

Export MOM is not the same as Export Orders with a Mail Order Manager 5 export mapping. That mapping produces a different file. If MOM or your fulfillment service needs the MOM file, use Export MOM.

Importing / Exporting Endicia Dazzle

info

Transcluded from Export Endicia Dazzle.

Importing / Exporting UPS WorldShip

Importing WorldShip

UltraCart allows you to import the UPS WorldShip result file to automatically enter tracking numbers into the corresponding order. You do not need to select any orders to use this button. Importing UPS WorldShip is also covered in Chapter 8 under "Importing a UPS WorldShip Export File".

Exporting WorldShip

The export UPS WorldShip button allows you to export the selected orders in a format suitable for import into UPS WorldShip. For more information regarding UPS WorldShip integration, please see UPS WorldShip in Chapter 8.

Importing / Exporting Fedex ShipManager

Importing Fedex

Exporting Fedex

Related Documentation

• EasyPost USPS ScanForm Buttons: when Print USPS ScanForm and View USPS ScanForm appear, and the banner at the top of the page.