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5. Magento 2 Plugin - Shipment Management

  • Updated

In order to access Shipment Management panel, click on the tab on the left menu. In the Shipment Management Section, there are 3 tabs: Open Orders, Shipment, and Archived Orders. 

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Figure 42 – Shipment Management Section 

 

1. Open Orders 

  • In the Open Orders tab, user can view all the orders which e-shoppers placed using UPS Shipping service. 
  • User can select one or multiple orders to perform one of the following actions: 
    • Create shipments: confirm the shipment with UPS. Please see Section 2. Creating Shipment for details on creating shipment function. 
    • Export Orders: export your selected orders to an excel file so that you can import to other systems to process shipment. 
    • Export All Orders: export all the historical orders to excel file. 
    • Archive Orders: put the orders to Archived Orders tab. 

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Figure 43 – Open Orders Management  

 

Create Single Shipment 

  • User can create shipment from one or multiple orders. 
  • Multiple-order Shipment: To create multiple-order shipment, select the orders by the checkboxes beside each order, then click Create Shipments. 
  • Edit shipment: User can edit the shipment before creating shipment by clicking to ‘Edit’ button. 

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Figure 44 – Create Shipments 

    • Account number selection: Select the Account number to associate with the shipment by the dropdown ‘Account Number’. 

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Figure 45 – Account selection for Creating Shipment  

    • Package selection: Add more packages to the shipment by ‘Add package’ icon. 

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Figure 46 – Package selection 

    • Adding new package to a shipment 

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Figure 47 – Adding package to a shipment 

 

    • Edit Shipping services and Accessorial services before creating a shipment: User can change the shipping service and accessorial services of the shipment by selecting in the service list. 
      • Note: When user selects ‘Declared value’ accessorial service to apply to a shipment, that value is automatically loaded from the associated order value from Magento database. 

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Figure 48 – Shipping services and Accessorial services selection 

 

  • User can check the estimated shipping fee and estimated delivery date of the current shipment by clicking on the link ‘View estimated shipping fee and delivery rate’ at the bottom of the window. 
  • User confirm creating shipment by clicking to button ‘Create Shipment’. 

 

2. Create Batch Shipments 

  • User can create batch shipments from a list of orders with both To AP and To Address. 

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Figure 49 – Create Batch Shipments 

    • Account number selection: Select the Account number to associate with the shipment by the dropdown ‘Account Number’. 
  • User confirms creating shipment by clicking to button ‘Create Shipment’. 

 

3. Shipments 

  • User can view the list of shipments created in the ‘Shipments’ tab. 
  • From this tab user can select one or multiple shipments and process the following actions: 
    • Download PDF Label: user can download a zip file of shipping labels of the selected shipments by clicking on ‘Download PDF Label’ button. 
    • Download ZPL Label: user can download a zip ZPL file of shipping labels of the selected shipments by clicking on ‘Download ZPL Label’ button. Customer can use these files to print on the labels on ZPL supported printer. As an example, refer below link on how to print ZPL labels - https://supportcommunity.zebra.com/s/article/ZebraDesigner-Driver-and-the-Send-File-Feature?language=en_US 
    • Export Shipments: user can export the data of all the selected shipments to an Excel file by clicking on ‘Export Shipment Data’ button. 
    • Cancel Shipments: user can cancel the selected shipments by clicking on ‘Cancel Shipments’ button. The shipment can only be cancelled if it is not yet processed by UPS.  
      • If the shipment is already in transit or delivered, it cannot be cancelled from this screen.  
      • If the shipment is successfully voided, the status of the associated orders will be changed to ready to processed, and the orders will appear in the Open Order tab. 

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Figure 50 – Shipment Management tab 

 

4. Archive Orders 

  • User can put the orders into Archived Orders tab by selecting the orders from Open Orders tab and selecting action Archive Order. 

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Figure 51 –Archived Orders tab 

  • User can view the archived orders by clicking on the tab Archived Orders.  

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Figure 52 – Archived Orders tab 

 

5. Un-Archive Orders 

  • User can put the orders into Open Orders tab by selecting the archived orders from Archived Orders tab and selecting action Un-Archive Orders. 

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Figure 53 - Un-Archive Orders 

  • The message confirm will appear to confirm un-archived orders. 

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Figure 54 - Confirm Un-archived Orders 

  • User can view the un-archived orders by clicking on the tab Open Orders 

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Figure 55 - Open Orders 

 

6. Data retention 

  • Order and shipment data are stored in the database for a defined period of time as described below: 
    • Data in ‘Open Orders’ tab for over 90 days will be moved to ‘Archived Orders’ tab. 
    • Data in ‘Archived Orders’ tab for over 90 days will be deleted. 
    • Data in ‘Shipment’ tab for over 90 days will be deleted. 

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