7.7xx Standard Shipping Process Step by Step

Overview

This guide will walk you thru packing and shipping within Stone Edge’s integrated pack and ship system.

Prerequisites

• Requires Stone Edge version 7.7xx
• Requires Shipping API Key
  • Stone Edge Shipping API and Postage Meter Application Form – Stone Edge Technologies
• Shipping settings are configured, including:
  • Company Ship From Address.
  • Shipping Services.
  • Rate to ship method Mapping.
  • Hardware attached and formatted.
• Orders are approved from the “Process Orders” screen or on import.
• System Parameters (if planning to scan order numbers).
  • ShowBarcodesOnPackingSlips = True.
  • ShowBarcodesOnInvoices = True.

Using Shipping and Packing

Navigation to Shipping Screen

1. Main Menu.
2. Ship My Orders > Ship My Orders.

Select an Order

• Search View
  • Type the order number in the search box.
  • Or scan an order’s barcode while on the shipping screen.
• List View
  • Click the order number from the list.
  • Type the order number in the search box in the top left-hand corner.
  • Use filters on the left to filter by shipping method and cart.
  • Scan an order’s barcode while on the shipping screen.

Pack an Order

Note: Only if “Save Pack Data” is toggled. Otherwise, go to the next section.

Thru Manual Entry

1. Select the item you wish to pack.
2.  Change the numeric value in the using the up or down arrows on the screen or the number pad on the keyboard
3. Click “Pack It” to pack the specific quantity.
   1. Click “Pack All” to pack the entire quantity of the current item.
4. Repeat for all items in the box.
   1. Click “Close Box” then “Next box, same order” if using multiple boxes for one order.
      1. A shipping label will need to be printed for each box.

Using a Scanner

1. Scan items in order -> enter a numeric amount for multiples of an item.
   1. Each item will populate in the packing UI.
   2. Items not in order will give an alert.
   3. Too many of the required items scanned will give an alert.
2. Continue scanning until all items in the order have been scanned.
3. When all items are scanned will be prompted to Scan Order barcode.
   1. Click “Close Box” then “Next box, same order” if using multiple boxes for one order.
      1. Shipping labels will need to be printed for each box.
      2. Order barcodes can be scanned to close a box if all items are not scanned.

Creating a Shipping Label

1. In the “Shipping” section on the right-hand side.
2. Confirm “Ship Date” -> date must match the day package goes out to be mailed.
3. Enter weight in lbs/oz if not defined.
   1. If a scale is connected, click   to weigh the package.
4. Enter the box dimensions.
   1. Use the “Box” dropdown if predefined boxes exist.
5. Check the “Ship To” address.
   1. Click ü to validate the address.
   2. Click the pencil icon to edit the address (address can only be edited on the “Process Orders” screen on an unapproved order due to expected tax changes).
6. Click the magnifying glass to the right of “Service” or the P next to “Rate” to rate shop.
   1. Rates will be based on the order’s chosen shipping method in the bottom left corner.
   2. Once the rate shopping is finished, use the dropdown to see all results.
   3. Click ●● to rate shop using all available shipping services.
   4. The “Package” dropdown can be used to define a specific package type before rate shop -> may affect rates. (e.g., USPS flat rate).
7. Optional: Enter a declared “Value” for the package if not defined (can be manually changed).
   1. “Insurance” may automatically be enabled based on settings (can be manually toggled).
   2. “Signature” may automatically change based on settings (can be manually changed).
8. Click the printer icon to print a shipping label.
   1. S & H may be added if enabled/defined in shipping settings.
   2. In Transit will be listed based on chosen service.