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 (if applicable), 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 - Customs Information
Under Third Party Billing is an expandable section to fill out all required Customs Info for this package. 

The Description, Quantity, Value, Weight,  Origin Country, and Tariff # will autofill from the Product if entered. You will probably want to verify all this information is correct.

If you need to locate the Tariff number, you can use the government website for the Official Harmonized Tariff Schedule to search for the correct one.

You will have to fill out this information for each different item in the Package.

If the value of the Shipment is greater than $2500, you will need to enter the Exemption and Exclusion Legend (EEL) code, or Proof of Filing Citation (PFC). You will need to get with your carrier to obtain this information and specific instructions.

Next is the Non-delivery option setting. This provides instructions to the carrier on what to do with the package(s) if the Shipment cannot be delivered upon reaching its destination. You can either choose to have the Shipment Return (to the sender), or treat as an abandoned shipment by selecting "Abandon".

Designate the Contents Type and then the Restriction Type, if any apply.

Step 6 - Get Shipping Rates
Click the "Get Shipping Rates" button to calculate and review all shipping method options and rates for the package.

Step 7 - 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 8 - 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. You will also need to go to the Shipment to print and sign three copies of the Invoice for International Shipments.

Step 9 - Attach Label
Place the printed label and on the box, place invoice copies and additional required documentation in the carrier-provided adhesive pouch.

Step 10 - Multiple Package Shipments
If the Shipment is large and requires more than one package, repeat steps 3 through 9 for any additional packages.

Step 11 - 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.  

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