Once you know how Sales Orders and Shipments work, and where to find them, you need to know what to do with them. Let's walk through the basics of how to ship these items and get them to the Customer.
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Step 1 - Print and Pull

To start, visit your "Pending" shipments board and see what is ready to ship out the door. Start by printing the packing slip for the order(s) you would like to work on.

The packing slip will display all the shipment items and quantities, so you can go pull those items. It will also show the shipment number and method at the top of the page, for easy reference. All other pertinent information is also listed: Shipping and Billing Addresses, the Sales Order number and date, Customer name, Payment Method, the estimated weight, and the shipping Location. Cohub will print two copies: one to use as a picklist and keep for your records, and one to include in the package (unless shipping blind).

Step 2 - Pack up the Items
After you have pulled all of the items on the Shipment, pack them up exactly as they will need to ship, in one or multiple boxes/packages. Set the first package on your scale.

Step 3 - Add Package to Shipment
Go to the Shipment on the shipping board and click "Add Package".

Step 4 - Select/Enter Box Size and Delivery Options
The Add Package modal will appear and you can either select a saved Box Size or enter the package's dimension's manually. If you are connected to a <compatible scale>, the weight will autofill from there or you can weigh and enter/change it manually.

Next, choose any special delivery instructions. You can set it to calculate Saturday delivery rates, designate hazardous materials, set an insurance value, and choose signature requirements. You can also change the date on the label (for pre-shipments or any other reason you would need the label to reflect a date other than today's), and set any special handling instructions to appear on the label (i.e. "leave at side door", "fragile", "do not stack", etc).

Under that, you can enter any third party billing information, if shipping on the customer or someone else's carrier account. Enter their account number (if on the Sales Order associated with the shipment, this information will autofill), and the bill third party postal code/country. Only the Carrier Account number is required.

Step 5 - Get Shipping Rates
Click the "Get Shipping Rates" button to calculate and review all shipping method options and rates for the package.

Step 6 - Select a Shipping Rate
Select a shipping rate/method for the package (if a shipping method is set on the Sales Order/Shipment, you may want to verify you are selecting the matching rate here).

Step 7 - Save, Buy, and Print Label
Once the correct shipping rate has been selected, click "Save and Buy Label".
If you have the "Print Now?" box checked on the New Package modal, the system will automatically open your print dialogue to print to a <compatible label printer>. If not, you can Print, View, or Refund the label from the Shipment.

Step 8 - Attach Label
Place the printed label on the box, and any additional labels/documents for your carrier in the 

Step 10 - Ready to Ship
When all packages have been added to the Shipment and you are done with it, you can mark it "Ready to Ship" and it will move off of the "Pending" board to the "Ready to Ship" board. If you need to make changes before it leaves/is completed, you can always "Reset to Pending".  When a shipment is moved to "Ready to Ship", the order's credit card gets charged and inventory is removed from the Shipment's Location.

If the Package is leaving immediately, and you know no further changes need to be made, you can skip this step and click "Ship" instead. It will immediately move to the "Shipped" board and be completed.  Moving to "Shipped" charges the order's credit card and removes inventory from the Shipment Location.  If the Shipment was moved to "Ready to Ship" before being moved to "Shipped", the card does not get charged again, and inventory doesn't get removed twice.  The order's card only gets charged if there is a balance due on the order.  

Step 11 - Ship Awaiting Carrier
The final step in shipping is to mark all orders Shipped once they have physically left your location, and complete the Shipment's life cycle. You can do so easily by making sure the correct Location is selected, going to the Tools menu and clicking "Ship Awaiting Carrier".

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If your Location allows Pickup Orders you have a tab for pickups on your shipping board.   They are quite a bit simpler.

Step 1 - Print and Pull
Start by printing the packing slip for the pickup order(s) you would like to work on. 

The packing slip will display all the shipment items and quantities, so you can go pull those items. It will also show the shipment number and pickup as the method at the top of the page, for easy reference. All other pertinent information is also listed: Pickup Location address and Billing Address, the Sales Order number and date, Customer name, Payment Method, and the estimated weight. Cohub will print two copies: a picklist for pulling to keep for your records, and one that shows the order total for the Customer and serves as a receipt.

Step 2 - Ready for Pickup
Once all the items have been pulled and packed up/bagged for your Customer, set them aside in your designated area for Pickups and mark the Shipment "Ready for Pickup".

If a Customer is already there to pickup, or for whatever reason has picked up before you got a chance to get it ready/mark it Ready for Pickup, you can skip this Step and mark it "Picked Up" from the Pending board.

Cohub will alert you and ask you to confirm this is correct, so don't worry if you click this button by accident. 

Step 3 - Picked Up
Once an order has been Picked Up, find the Shipment on the "Ready for Pickup" board and click "Picked Up".

At this time all funds will be captured. This will complete the Shipment, and if it is the only Shipment on the Sales Order, that will also be marked complete.

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