Shipping Department Tool Bar

Owned by Perry Tew
Last updated: Nov 02, 2021 by Hunter Schaeffer
6 min read


Shipping Department Tool Bar

Overview

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

Shipping Department View

In the new Shipping department user interface provides two buttons that you can click to access the configuration settings for the Shipping department when the corresponding shipping distribution center has the transmission mechanism set to "none". 

The two configuration buttons are "Configure Buttons" and "Edit Layout"

"Configure Buttons" Button

When you click the "Configure buttons" button, a pop up window will appear:

You can select and unselect the checkboxes to assign which buttons you want to appear in the shipping department page.

Edit Layout

Overview

Clicking the "Edit Layout" button will open a popup window that provides options for configuring which columns appear in the shipping department table
as well as configure the sort order.

Settings that appear in this popup window include:

Column Ordering

The "Column Ordering" section allows you to choose to drag and drop the columns into the order you wish them to appear in the shipping department table. Click and then drag the field to the spot in the list where you want it to appear (top spot is the first column on the left and the bottom column will be on the far right).

Here are the configuration columns:

  • Order ID
  • Shipping Method
  • Screen Branding
  • Status
  • Creation Date
  • Delivery Date
  • Ship on Date
  • Ship To
  • Bill To
  • Ship To State
  • Ship To Country
  • Total
  • Items
  • Affiliate ID
  • Signature
  • Signature2
  • Note
  • Custom Field 1
  • Custom Field 2
  • Custom Field 3
  • Custom Field 4
  • Custom Field 5
  • Custom Field 6
  • Custom Field 7


In addition to the ordering, you also have a "hide" checkbox that , if checked, will hide the column from appearing in the table.

Record Grouping

The Record Grouping lets you choose which columns is the primary column the records will "group" together. For example you could group orders by "Ship to Country", so that yo can see the orders shipping grouped together based upon the ship to country. You can toggle between ascending and descending sort on the grouping column.

Sort Order

The Sort Order lets you choose which columns is the sort column and also lets you define the sort order as either "Ascending" (checkbox field is checked) or "Decending" (checkbox field is not checked)



"Mark Shipped" Button

Overview

Once your orders have been packed and shipped, you need to set their status as such. In the Shipping Department screen, check the orders desired and click on the "Mark Shipped" button.


Your orders will then be listed in the Batch Ship window. There are 2 considerations to be determined in this window. First enter the tracking number (if exists) for each order and second, elect to Skip Customer Notification or not. Once you have made your selections, click on the "Mark shipped" button.


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.



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

Overview

UltraCart provides support for Dydacomp's Mail Order Management (MOM) software by generating (exporting) the required import file. For further details about MOM see http://www.dydacomp.com/mom/index.asp.

Importing / Exporting Endicia Dazzle

Overview

Endicia Internet Postage is a service of Envelope Management Software that prints Postage for mail and packages that you ship via the U.S. Postal Service (USPS). Dazzle is a PC-based program that communicates with Endicia and does the actual printing. You can also design envelopes and labels with Endicia.  UltraCart provides support for Endicia by generating (exporting) the required XML import file. The current level of integration supports both domestic and international shipping methods. To utilize Endicia Dazzle you will first need to signup for an account at Endicia's web site; www.endicia.com. They have a 30-day Free Trial so you can start printing postage right away!  Once you are signed up, you can download and install their Dazzle (postage printing) software. You will use this software to import your exported XML file from your UltraCart order history (shipping department).  Before you begin, make sure you have successfully signed up at Endicia and downloaded and installed their software.

Exporting UltraCart Orders

The first step is to export the desired orders from your shipping department. Navigate to:

Home → Operations (Order Management) → Shipping → (Choose shipping department if you have more than one) → Export Endicia Dazzle (button)



If you have multiple distribution centers they will be listed as links. Click on your "in-house" distribution center link. Otherwise, you will be taken directly to the Shipping Department Screen.

Selecting Export Endicia Dazzle Button

Shipping Department Screen:


Your orders will be listed with checkbox fields to the left of each order. You now need to indicate which orders you want to export to an Endicia Dazzle file by selecting the checkbox to left of the orders desired (keep in mind that Endicia Dazzle will print postage for USPS orders only.) Once you have selected the orders, click on the "Export Endicia Dazzle" button. Your orders will be exported to an XML file.  

A dialog box should appear (see below). Make certain the radio button is selected next to "Save to Disk". Click on the "OK" button.

(Some operating systems may differ at this step but the basic concept is to save the file to your computer.)


How to located the downloaded file

In most web browsers you can access the download queue by using the following keyboard short cut: CTRL+J (Hold down the Control key 'CTRL' then at same time click the 'J' key) You'll find your most recent downloaded listed in the page that is displayed.

 

Importing to Dazzle

There may be configuration settings and steps that need to be visited in the Dazzle software before printing your postage. You may desire to design your own custom label, for example. You also need to select the label and envelope styles. Reference the Dazzle Help menu or visit their web site for assistance. Now that you have your orders exported to an XML file, you'll need to launch the Dazzle software.

There are two ways to import the data; 1) import from the file menu to import directly to printing the labels or, 2) import to the Address Book for later printing postage. Most, we find, use the 1st method, importing directly to print postage. We will cover the steps for that method here. From the File menu within Dazzle, select "Print from - External File…" (sub menu).

Related Documentation

Export Endicia Dazzle

Import Endicia Dazzle

Frequently Asked Questions

Q: How is the "Package Type" determiend in the export XML file?

Answer:  

Ultracart sends the value of "Envelope" as the package type in the Endicia XML if the following two conditions are met:

  1. Shipping Method is USPS: First Class or USPS: First Class International
  2. All dimensions are less than 11.25 IN x 6.125 IN x 0.25 IN 

Likewise we send the value of "Flat" as the package type in the Endicia XML if the following two conditions are met:

  1. Shipping Method is USPS: First Class or USPS: First Class International
  2. All dimensions are less than 15 IN x 12 IN x 0.75 IN 

These package types are defined on Page 20 of the Endicia XML specification PDF version 14.1 

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