Create a shipment with 2ship

Introduction

When an order has been processed to a pack or shipment it is ready to handover to a carrier. 2Ship supports in selecting a carrier, create the shipment and inform the carrier for pickup of the package(s). 2Ship can be used by sending a Shipment with or without packages.The 2ship interface validates if boxes have been created in ParagonERP and submits the delivery and (when existing) box information to 2Ship. The example below assumes no packages have been created in ParagonERP.

Shipment without Boxing

When the Shipment in ParagonERP has status Issued the 2Ship button appears. Performing this buttton will interface the Shipment data to 2Ship and open the 2Ship module.

Below the 2ship module is shown.

1. The delivery address
2. The package information like weight and size (depending on carrier). When multiple packages, multiple lines can be created.
3. The BOL and Label information
   1. ParagonERP Shipment number (appears on label and BOL)
   2. ParagonERP Order number (appears on BOL)
   3. Customer PO (appears on label and BOL)
   4. Shipment instructions
4. Carrier and rate selection
5. Perform Shipment 

The shipment is transmitted to the carrier and 2Ship sends the carrier information as well as documents and labels to ParagonERP.

2Ship attributes in the More tab

After clicking ship in 2Ship, the attributes will now be available in the more tab of your shipment in Paragon. Click the more tab to view:

• Tracking Number URL

• Carrier Service Level

• Shipment Tracking No.

• Label and documents URL

• Total Shipment Weight

• Weight UOM

Shipment with Boxing

Once your boxes are complete, you are ready to create a shipment. Navigate to the ship module from anywhere in Paragon by clicking the ship icon. From here you can create a shipment from any issued packing list.

 
From the action button, issue the shipment and you will receive a success toaster on completion. 

Use 2ship

After issuing the shipment, you will see a 2ship button in the action button:

Click the 2ship button and the 2ship website will be opened in a new tab. You can see your box measurements and other shipment details from the packing list setup.

To finalize your shipment, simply choose a carrier and click ship.

2Ship attributes in the More tab

After clicking ship in 2Ship, the attributes will now be available in the more tab of your shipment in Paragon. Click the more tab to view:

• Tracking Number URL
• Carrier Service Level

• Shipment Tracking No.

• Label URL

• Total Shipment Weight

• Weight UOM

• Total Billable Weight  (this corresponds to the billed weight which you can see when hitting on the $ button with the carriers)

• 
• From the summary tab, click transit costs to see the estimated delivery charge of your shipment: 

International Shipping

When you create a shipment that will cross the border and use the 2Ship action button, any information you enter in the customs section will be added to the more tab of the Paragon shipment. This means that any documents generated for this shipment will contain this crucial information. You will first need to make sure your customers and vendors have international addresses attached in the ship from and ship to sections in Paragon. If you need a recap on setting up addresses, check out our article on creating new addresses.

2Ship attributes

There are a number of attributes in Paragon that relate to specific sections of 2Ship, for both the ship module and the product itself. The attributes and their 2Ship counterparts are listed in the tables below.

Shipment attributes

Shipment attributes cover the general details of the shipment itself and can be found on the first tab after clicking the 2Ship action button. 

Product Attributes

Product attributes are added directly to the product itself in Paragon and can be found in the contents section of the 2Ship screen. You will need to make sure you are viewing commodities and then click the blue edit button to view the information attached to your product. 

Generate shipping documents and manifests in 2Ship

Documentation is a key component to successful fulfillment so that both your carrier and receiver know what goods are packed in each box and where they need to be sent. Making sure that you've included all the required documents with each shipment is no easy task. Luckily, our 2Ship integration handles all of that paperwork for you.

Closing the shipment