Creating a Shipment

BBQGuys has a full suite of options when creating shipments, whether they are in the Portal or via another communication method (EDI, XML, API, CSV).

There are also videos available on each shipment type further below, but first a few notes:

• ShipEngine. When we refer to ShipEngine, we are talking about the ability for you to generate a shipping label (FedEx, UPS, etc.) in our Portal. You provide information in the shipping process that allows us to generate a PDF shipping label that you can print out from the Portal.
  • If you are a non-Portal integration (EDI, API, XML, CSV), you will very likely not use ShipEngine because you will be setting up your internal systems to generate shipping labels. There is not a way to generate a ShipEngine label via EDI, API, etc. It has to be done in the Portal.
• Convey. When we refer to Convey, we are talking about the ability for you to generate a Bill of Lading (BOL) and schedule a freight/LTL provider to pick up your shipment in our Portal. You provide information in the shipping process that allows us to generate the paperwork that you can print as well as schedule pickup.
  • Convey allows BBQGuys to rate shop the best provider depending on factors such as cost, customer location, and service level.
  • If you are a non-Portal integration (EDI, XML, CSV), you can still schedule pickup via the 856/shipment file, however you would still need to log into the Portal to print out the BOL paperwork.
  • If you are an API integration specifically, you are able to pull the BOL paperwork URL electronically.
• Manual. You are also able to process a parcel or freight shipment manually, meaning you have generated a tracking number or scheduled a freight pickup outside of the Logicbroker Portal.

Videos:

If you are a Portal vendor, we would recommend watching all four videos. However, you'll primarily only be needing the instructions for the first two (ShipEngine and Convey).

Creating a ShipEngine shipment: http://www.screencast.com/t/URz8Rga96M6

Creating a Convey shipment: http://www.screencast.com/t/sDBJMRVzRm4o

Creating a manual parcel shipment: http://www.screencast.com/t/2jr42pZdVgJA

Creating a manual freight/LTL shipment: http://www.screencast.com/t/9WYo3TnSBE9 

NOTE: We also offer an additional connection option utilizing our ShipStation connector (orders and shipments). You must have a ShipStation account and this option may require a Logicbroker subscription, please contact us at LINK for additional information.

Creating a Shipment (in the Portal)

Creating a shipment is the required step to close out or complete an order (unless the order has been cancelled). By providing a carrier and tracking number, this information is transmitted to the retailer so the customer is notified that the order has shipped. Follow these steps to create a shipment in the Portal.

1. There are two ways to pull up an order that you would like to ship.

• Option 1: Using the Search bar at the top of any page in the Portal, enter in the order number. This will pull up all related documents to the order (the order as well as any existing shipments, returns and/or cancellations).
• Option 2: Click on Orders in the left-hand menu, and from the Order Management page, find the order.

Option 1:

Option 2:

2. On the Order Management page, click on Actions and select Ship.

3. You will be taken to the Create Shipment page. This is where you will create a shipment for an order. You will need to decide at this point whether you are going to ship via ShipEngine, Convey, manual parcel or manual freight/LTL.

ShipEngine Steps

• For the first time using the page, you should set up your Ship From address in the Address Book so you can quickly pull that info on all future shipments.
  • Click on Open Address Book
  • Click on New Address
  • Fill out all fields (Address2 is optional). Country should be US.
• IMPORTANT: Under Packages, make sure "Create tracking labels using the merchant's account" is selected from the drop down.
• Enter in the height/width/length/weight information for the box. Estimate if that information is not available.
• For Items, make sure the items and quantity match to what was in the box shipped. You can add additional boxes (which will generate unique labels) by click on Add Box in the Packages section.
  • See Manual Parcel further below for more details on how to add extra boxes.
• When finished, click on Submit (top right corner of the page).
• A shipping label will generate and be visible under the Shipment attachments. See screenshots below.

After submitting the shipment, you can see the tracking numbers generated and the shipping labels to be downloaded.

Convey Steps

• For the first time using the page, you should set up your Ship From address in the Address Book so you can quickly pull that info on all future shipments.
  • Click on Open Address Book
  • Click on New Address
  • Fill out all fields (Address2 is optional). Country should be US.
• In the General Information section, select the Pickup Date using the calendar drop down.
• IMPORTANT: Under Packages, make sure "Create tracking labels using another system (manual entry)" is selected from the drop down.
• Remove the box that was automatically created by clicking on the little trash can icon.
• Click on Add Pallet to add a pallet.
• Enter in the height/width/length/weight information for the pallet.
• For Items, make sure the items and quantity match to what will be in the shipment.
• When finished, click on Submit (top right corner of the page).
• After about 30 seconds, the BOL URL will populate in the General Information section that can be clicked on and printed. See screenshots below.

Manual Parcel Steps

• For the first time using the page, you should set up your Ship From address in the Address Book so you can quickly pull that info on all future shipments.
  • Click on Open Address Book
  • Click on New Address
  • Fill out all fields (Address2 is optional). Country should be US.
• Enter in the height/width/length/weight information for the box. Estimate if that information is not available.
• IMPORTANT: Under Packages, make sure "Create tracking labels using another system (manual entry)" is selected from the drop down.
• From the Carrier drop-down menu, select the carrier used to ship the item(s).
  • If the shipping method isn't visible in the drop down, you can type any approved SCAC code. You can see the standard list for Logicbroker under Settings --> Shipment Options.
  • Hint: The shipping method used should typically match up to the shipping method requested on the order. For example, if UPS Next Day service was requested on the order, the expectation is the order would ship with next day service.

• In the Tracking field, enter in the tracking number for the shipment.
• For Items, make sure the items and quantity match to what was in the box shipped.
• All other information on the page is optional unless otherwise requested by the retailer.
• When finished, click on Submit (top right corner of the page).

Shipping Multiple Boxes

There are times when you will need to split the items of an order into more than one box.

1. From the Create Shipment page, you can click on Add Box.

• Using the example above, a few things to note:
  • The Add Box link is clicked anytime you need to add a box. If you need 3 boxes, you click it two times to create two additional boxes beyond the original box we automatically generated for you.
  • When a new box is created, you need to select the appropriate item(s) from the Add Item drop down  Since we auto-populate the first box with all items (since a vast majority of items go into a single box), you will need to click Remove next to the item(s) that won't be in the first box.
  • IMPORTANT: Essentially, make sure each box has the items that are included with that particular tracking number.
• NOTE: Because shipment data is usually sent frequently to the retailer throughout the day, make sure your shipment data is 100% accurate before clicking on Submit. The ability fix a mistake is very limited and could have a negative impact on a customer.

Manual Freight Steps

• For the first time using the page, you should set up your Ship From address in the Address Book so you can quickly pull that info on all future shipments.
  • Click on Open Address Book
  • Click on New Address
  • Fill out all fields (Address2 is optional). Country should be US.
• In the General Information section, enter in the BOL and PRO numbers in the appropriate fields. Do NOT enter in a pickup data, that will trigger Convey.
• IMPORTANT: Under Packages, make sure "Create tracking labels using another system (manual entry)" is selected from the drop down.
• LEAVE the box that was automatically created by clicking on the little trash can icon. Don't select "Add Pallet" as that will trigger Convey.
• Enter in the height/width/length/weight information for the shipment.
• From the Carrier drop-down menu, type
  • Type the name of the LTL provider in the field (even though it looks like a drop down, it can also accept a typed in value).
• In the Tracking field, enter in the PRO number again for the shipment.
• For Items, make sure the items and quantity match to what will be in the shipment.
• When finished, click on Submit (top right corner of the page).
• NOTE: Because shipment data is usually sent frequently to the retailer throughout the day, make sure your shipment data is 100% accurate before clicking on Submit. The ability fix a mistake is very limited and could have a negative impact on a customer.

NOTE: If you would like to bulk import shipping and/or invoice information into the Portal, you will need to download the CSV templates for shipments and invoices. If those templates can be supported, contact Logicbroker Support for instructions on how to import those files in the Portal.