{"id":270,"date":"2021-11-01T12:35:44","date_gmt":"2021-11-01T12:35:44","guid":{"rendered":"https:\/\/ecommerce.help\/?p=270"},"modified":"2022-03-17T14:23:01","modified_gmt":"2022-03-17T14:23:01","slug":"plugin-shipment-management-4","status":"publish","type":"post","link":"https:\/\/ecommerce.help\/ups-plugins\/magento-2\/plugin-shipment-management-4\/","title":{"rendered":"5. Plugin &#8211; Shipment Management"},"content":{"rendered":"\n<p>In order to access Shipment Management panel, click on the tab on the left menu. In the Shipment Management Section, there are 3 tabs: Open Orders, Shipment, and Archived Orders.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid0.png\" alt=\"blobid0.png\"\/><\/figure>\n\n\n\n<p><em>Figure&nbsp;42&nbsp;\u2013 Shipment Management Section<\/em>&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-open-orders\"><strong>1. Open Orders<\/strong>&nbsp;<\/h2>\n\n\n\n<ul><li>In the Open Orders tab, user can view all the orders which e-shoppers placed using UPS Shipping service.&nbsp;<\/li><li>User can select one or multiple orders to perform one of the following actions:&nbsp;<ul><li><strong>Create shipments<\/strong>: confirm the shipment with UPS. Please see Section&nbsp;<em>2. Creating&nbsp;Shipment<\/em>&nbsp;for details on creating shipment function.&nbsp;<\/li><li><strong>Export Orders<\/strong>: export your selected orders to an excel file so that you can import to other systems to process shipment.&nbsp;<\/li><li><strong>Export All Orders<\/strong>: export all the historical orders to excel file.&nbsp;<\/li><li><strong>Archive Orders<\/strong>: put the orders to Archived Orders tab.&nbsp;<\/li><\/ul><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid1.png\" alt=\"blobid1.png\"\/><\/figure>\n\n\n\n<p><em>Figure 43&nbsp;\u2013 Open Orders Management<\/em>&nbsp;&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"create-single-shipment\"><strong>Create Single Shipment<\/strong>&nbsp;<\/h3>\n\n\n\n<ul><li>User can create shipment from one or multiple orders.&nbsp;<\/li><\/ul>\n\n\n\n<ul><li><strong>Multiple-order Shipment:<\/strong>&nbsp;To create multiple-order shipment, select the orders by the checkboxes beside each order, then click Create Shipments.&nbsp;<\/li><li><strong>Edit shipment:<\/strong>&nbsp;User can edit the shipment before creating shipment by clicking to&nbsp;<em>\u2018Edit\u2019<\/em>&nbsp;button.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid2.png\" alt=\"blobid2.png\"\/><\/figure>\n\n\n\n<p><em>Figure 44&nbsp;\u2013 Create Shipments<\/em>&nbsp;<\/p>\n\n\n\n<ul><li><strong>Account number selection:&nbsp;<\/strong>Select the Account number to associate with the shipment by the dropdown \u2018<em>Account Number\u2019<\/em>.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid3.png\" alt=\"blobid3.png\"\/><\/figure>\n\n\n\n<p><em>Figure 45&nbsp;\u2013 Account selection for Creating Shipment<\/em>&nbsp;&nbsp;<\/p>\n\n\n\n<ul><li><strong>Package selection:&nbsp;<\/strong>Add more packages to the shipment by&nbsp;<em>\u2018Add package\u2019<\/em>&nbsp;icon.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid4.png\" alt=\"blobid4.png\"\/><\/figure>\n\n\n\n<p><em>Figure&nbsp;46&nbsp;\u2013 Package selection<\/em>&nbsp;<\/p>\n\n\n\n<ul><li><strong>Adding new package to a shipment<\/strong>&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid5.png\" alt=\"blobid5.png\"\/><\/figure>\n\n\n\n<p><em>Figure 47&nbsp;\u2013 Adding package to a shipment<\/em>&nbsp;<\/p>\n\n\n\n<ul><li><strong>Edit Shipping services and Accessorial services before creating a shipment:&nbsp;<\/strong>User can change the shipping service and accessorial services of the shipment by selecting in the service list.&nbsp;<ul><li><strong>Note:<\/strong>&nbsp;When user selects \u2018Declared value\u2019 accessorial service to apply to a shipment, that value is automatically loaded from the associated order value from&nbsp;Magento&nbsp;database.&nbsp;<\/li><\/ul><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid6.png\" alt=\"blobid6.png\"\/><\/figure>\n\n\n\n<p><em>Figure 48&nbsp;\u2013 Shipping services and Accessorial services selection<\/em>&nbsp;<\/p>\n\n\n\n<ul><li>User can check the estimated shipping fee and estimated delivery date of the current shipment by clicking on the link \u2018<em>View estimated shipping fee and delivery rate\u2019<\/em>&nbsp;at the bottom of the window.&nbsp;<\/li><li>User confirm creating shipment by clicking to button&nbsp;<em>\u2018Create Shipment\u2019.<\/em>&nbsp;<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-create-batch-shipments\"><strong>2. Create Batch Shipments<\/strong>&nbsp;<\/h2>\n\n\n\n<ul><li>User can create batch shipments from a list of orders with both To AP and To Address.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid7.png\" alt=\"blobid7.png\"\/><\/figure>\n\n\n\n<p><em>Figure&nbsp;49&nbsp;\u2013 Create Batch Shipments<\/em>&nbsp;<\/p>\n\n\n\n<ul><li><strong>Account number selection:&nbsp;<\/strong>Select the Account number to associate with the shipment by the dropdown \u2018<em>Account Number\u2019<\/em>.&nbsp;<\/li><li>User confirms creating shipment by clicking to button&nbsp;<em>\u2018Create Shipment\u2019.<\/em>&nbsp;<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3-shipments\"><strong>3. Shipments<\/strong>&nbsp;<\/h2>\n\n\n\n<ul><li>User can view the list of shipments created in the&nbsp;<em>\u2018Shipments\u2019<\/em>&nbsp;tab.&nbsp;<\/li><li>From this tab user can select one or multiple shipments and process the following actions:&nbsp;<ul><li><strong>Download PDF Label<\/strong>: user can download a zip file of shipping labels of the selected shipments by clicking on \u2018<em>Download PDF Label\u2019<\/em>&nbsp;button.&nbsp;<\/li><li><strong>Download ZPL Label<\/strong>: user can download a zip ZPL file of shipping labels of the selected shipments by clicking on \u2018<em>Download ZPL Label\u2019<\/em>&nbsp;button.&nbsp;Customer can use these files to print on the labels on ZPL supported printer. As an example, refer below link on how&nbsp;to&nbsp;print ZPL labels &#8211;&nbsp;<a href=\"https:\/\/supportcommunity.zebra.com\/s\/article\/ZebraDesigner-Driver-and-the-Send-File-Feature?language=en_US\" target=\"_blank\" rel=\"noopener\">https:\/\/supportcommunity.zebra.com\/s\/article\/ZebraDesigner-Driver-and-the-Send-File-Feature?language=en_US<\/a>&nbsp;<\/li><li><strong>Export Shipments<\/strong>: user can export the data of all the selected shipments to an Excel file by clicking on&nbsp;<em>\u2018Export Shipment Data\u2019<\/em>&nbsp;button.&nbsp;<\/li><li><strong>Cancel Shipments<\/strong>:&nbsp;user can cancel the selected shipments by clicking on \u2018Cancel Shipments\u2019 button. The shipment can only be cancelled if it is not yet processed by UPS.&nbsp;&nbsp;<ul><li>If the shipment is already in transit or delivered, it cannot be cancelled from this screen.&nbsp;&nbsp;<\/li><li>If the shipment is successfully voided, the status of the associated orders will be changed to ready to processed, and the orders will appear in the Open Order tab.&nbsp;<\/li><\/ul><\/li><\/ul><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid8.png\" alt=\"blobid8.png\"\/><\/figure>\n\n\n\n<p><em>Figure&nbsp;50&nbsp;\u2013 Shipment Management tab<\/em>&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"4-archive-orders\"><strong>4. Archive Orders<\/strong>&nbsp;<\/h2>\n\n\n\n<ul><li>User can put the orders into Archived Orders tab by selecting the orders from Open Orders tab and selecting action Archive Order.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid9.png\" alt=\"blobid9.png\"\/><\/figure>\n\n\n\n<p><em>Figure&nbsp;51&nbsp;\u2013Archived Orders tab<\/em>&nbsp;<\/p>\n\n\n\n<ul><li>User can view the archived orders by clicking on the tab Archived Orders.&nbsp;&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid10.png\" alt=\"blobid10.png\"\/><\/figure>\n\n\n\n<p><em>Figure 52&nbsp;\u2013 Archived Orders tab<\/em>&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"5-un-archive-orders\"><strong>5. Un-Archive Orders<\/strong>&nbsp;<\/h2>\n\n\n\n<ul><li>User can put the orders into Open Orders tab by selecting the archived orders from&nbsp;Archived Orders&nbsp;tab and selecting action&nbsp;Un-Archive Orders.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid11.png\" alt=\"blobid11.png\"\/><\/figure>\n\n\n\n<p><em>Figure&nbsp;53&nbsp;&#8211; Un-Archive Orders<\/em>&nbsp;<\/p>\n\n\n\n<ul><li>The message confirm will appear to confirm un-archived orders.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/1_blobid12.png\" alt=\"blobid12.png\"\/><\/figure>\n\n\n\n<p><em>Figure&nbsp;54&nbsp;&#8211;&nbsp;Confirm Un-archived Orders<\/em>&nbsp;<\/p>\n\n\n\n<ul><li>User can view the un-archived orders by clicking on the tab Open Orders&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ecommerce.help\/wp-content\/uploads\/2022\/03\/blobid13.png\" alt=\"blobid13.png\"\/><\/figure>\n\n\n\n<p><em>Figure&nbsp;55&nbsp;&#8211;&nbsp;Open Orders<\/em>&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"6-data-retention\"><strong>6. Data retention<\/strong>&nbsp;<\/h2>\n\n\n\n<ul><li>Order and shipment data are stored in the database for a defined period of time as described below:&nbsp;<ul><li>Data in&nbsp;<em>\u2018Open Orders\u2019<\/em>&nbsp;tab for over 90 days will be moved to&nbsp;<em>\u2018Archived Orders\u2019<\/em>&nbsp;tab.&nbsp;<\/li><li>Data in \u2018<em>Archived Orders\u2019<\/em>&nbsp;tab for over 90 days will be deleted.&nbsp;<\/li><li>Data in \u2018<em>Shipment\u2019<\/em>&nbsp;tab for over 90 days will be deleted.&nbsp;<\/li><\/ul><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In order to access Shipment Management panel, click on the tab on the left menu. In the Shipment Management Section, there are 3 tabs: Open Orders, Shipment, and Archived Orders.&nbsp; Figure&nbsp;42&nbsp;\u2013 Shipment Management Section&nbsp; 1. Open Orders&nbsp; In the Open Orders tab, user can view all the orders which e-shoppers placed using UPS Shipping service.&nbsp;&hellip;<\/p>\n","protected":false},"author":1,"featured_media":641,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[28],"tags":[23,22],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>5. 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