If you're using Modern Order Details in a pilot phase, use the instructions here for this updated UI.
There are two ways to add your own account or a 3rd party account to ship your orders:
- Add your account to an individual order during a manual order creation. This option is currently limited to UPS and FedEx.
- Upload labels directly into the order.
- Add tracking number.
Adding an account to an individual order
1. Ensure that the order is Paused or Processing.
2. Navigate to the Order Details page and select the appropriate UPS or FedEx Shipping Method.
Note: You will need to select a FedEx Method to be able to input your FedEx account number and a UPS Method to be able to input your UPS account number.
3. Select Edit Address.
4. In the Edit Address page, fill in the Account #, Billing Zip and Billing Country.
Uploading your own label
1. Ensure that the order is Paused or Processing.
2. Update the shipping method to "Customer Provided Label" by clicking the pencil next to the shipping rate located on the left directly below the customer's address on the Order Details page.
4. Upload the label to your computer.
5. Click "Edit Address".
5. On the right, click on "Choose File". Select the uploaded label file and click "Create". Your document will appear on the Order Details page.
6. Schedule a Carrier Pickup (unless the facility already has a daily pickup for your carrier).
Adding a tracking number
1. Update the shipping method to "Customer Provided Label" by clicking the pencil next to the shipping rate, located on the left directly below the customer's address on the Order Details page.
2. Once the order has shipped, click "Shipping Label" and select "Edit Details".
3. Enter the tracking number under the "Package" section. Note that you will be able to enter a tracking number per package and click "Update".
Modern Order Details processes
Use the following processes if you're using Modern Order Details. This new UI is currently being piloted in select warehouses.
In this article:
- Add a third-party account to an order
- Upload your own shipping label to an order
- Add a tracking number to an order
Add a third-party account to an order
Third party accounts are used in RyderShip as an option for setting up payment shipping terms. See Setting Payment Shipping Terms for more specifics on that process.
Use the process below to add a third-party account to your order.
1. Ensure that the order is Paused or Processing.
2. Open the Order Details page by clicking Orders from the top menu and then the order ID on the Orders listing page.
3. Click next to Shipping Method, and then select Shipping Options.
4. In the Payment Terms field, change the option to Third Party. The Shipping Options pop-up opens, displaying several new Third Party fields:
5. Enter the third party’s account number, postal code, and country in the respective Third Party fields.
6. Click Save. You’ll see a notice that the shipping options have been updated.
Upload your own shipping label to an order
Use the process below to upload your own shipping label directly onto your order, prior to shipping.
1. Ensure that the order is Paused or Processing.
2. Open the Order Details page by clicking Orders from the top menu and then the order ID on the Orders listing page.
3. Click next to Shipping Method, and then select Methods by Postage. The Methods by Postage pop-up opens.
4. Update the shipping method to Customer Provided Label.
5. Click Save Changes. The new shipping method now displays on the Order Details page.
6. Upload the label to your computer.
7. Click Attach Document in the right panel.
8. Click Choose File, select the uploaded label file, and click Save.
Your document will appear on the Order Details page.
9. Schedule a Carrier Pickup (unless the facility already has a daily pickup for your carrier).
10. Once the order has shipped and you have a tracking number, you’ll need to add the tracking number to the order. See Add a tracking number to an order for details.
Add a tracking number to an order
This process applies when customers have used the Whiplash – Customer Provided Label option.
1. Ensure that the order is Paused or Processing.
2. Open the Order Details page by clicking Orders from the top menu and then the order ID on the Orders listing page.
3. Update the shipping method to Customer Provided Label: Click next to Shipping Method, and then select Methods by Postage. The Methods by Postage pop-up opens.
4. Update the shipping method to Customer Provided Label.
5. Once the order has shipped, click Shipping Label and select Edit Details.
6. Enter the tracking number under the Package section. Note that you will be able to enter a tracking number per package.
7. Click Update. The tracking number now displays in the upper left corner of the Order Details page.
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