How to Create a Shipment in Zoho Inventory
Prerequisites
For manual shipments, all you need is to be a Zoho Inventory user.
For Shipments using a carrier:
- You need a valid shipping account with the shipping service provider before you set up your integration with Zoho Inventory.
- You are required to have your shipping account credentials given by your shipper before you record a shipment in Zoho Inventory.
- You have to establish an integration between at least one carrier supported by us. To know more about Shipping Integrations.
Creating Shipments
To create a shipment:
Method 1: For an existing package.
- Create a package from the sales order
- Click on the Create button on top of the Sales orders pages.
- A pop up showing the different shipping methods – Ship Manually and Ship via Carrier appears.
- Choose the method you prefer to proceed.
- Note: You can also create a shipment order from within a package slip. To do so:
- Open the packages slip
- Click on the Ship button
- Choose the shipment method in the drop down to proceed.
Method 2: Without a package beforehand.
- Click the Create button on top of your sales order
- Select Shipment option
- A pop up for creating packages appears
- Click on the New Package option
- The package creation page appears
- Fill up the package details
- Click the Save and Ship option
Ship Manually
- Creating a manual shipment
- When you choose Skip Manually as your mode of shipment, a New Shipment page opens up with all the fields as shown below.
- Fill up the Shipment Order#, Carrier and other fields
- If the shipment is already delivered, then check the option Shipment already Delivered
- If you wish to notify the customer about the shipment, click on Send Notification to Customer
- Click Save to successfully save a shipment
- A package slip with the tracking ID and shipment details is created
- When you choose Skip Manually as your mode of shipment, a New Shipment page opens up with all the fields as shown below.
- Creating a shipment with multiple packages
- You can also include several packages om the same shipment. Here’s how:
- Important Note
- Only those packages that are associated with the same sales order can be included in a shipment
- The following procedure is applicable only for manual shipping method
- Open a sales order with multiple packages
- Click on Create button and choose Shipment
- When you select Ship Manually as your model of shipment. A New Shipment page opens
- Select all the packages that you would like to include from the drop-down
- Fill up the Shipment Order#, Carrier and other fields
- If the Shipment is already delivered, then check the option Shipment already delivered
- If you wish to notify the customer about the shipment, click on Send Notifications to Customer.
- Click Save to successfully save a shipment.
- A package slip with the tracking ID and shipment details is created
Ship via Carrier
- When you choose Ship via Carrier as your mode of shipment, a New Shipment page opens up with all the fields as show below.
- Choose the Carrier of your choice.
- By default the From address will be the address of your organization and the To address will be the shipping address of the customer that you have stored in contacts
- You can verify address and you can also change address if the need arises by clicking on the options below the address field. (Note: Only US addresses can be verified)
- Click on Save and Continue. You will now be taken to the Shipment details page.
- The Package number is automatically updated.
- The Shipment Order# can be either set to be generated automatically, or entered manually
- Enter the shipment date either the one for your reference or the ones provided by your shipper in the Ship Date tab.
- Choose a standard parcel type of add a custom one
- On choosing a custom package, you have to provide the package dimensions in the respective fields
- Enter the weight of the product
- Choose other options like Saturday delivery, signature option, and Cash on delivery if applicable
- Click on the Get Rates button to get current shipment rates for the package
- The rates from shipping services will be displayed
- You can also choose to recalculate rates, if you wish to make any changes by clicking on the Recalculate Charges button
- After making your choices, click on the Save button to successfully create a shipment order and a shipping label.
