Shipping, Label Printing, and Tracking

ianaiERP provides robust shipping functionality, allowing you to configure shipments, create and print labels, and track your packages. This guide will walk you through the process of shipping an order, from configuration to tracking.

Configuring a Shipment

Before creating a label, you need to configure your shipment details:

1. Select an order from the Orders grid.

2. In the Shipping Sidebar, locate the Configure Shipment section.

3. Set the following details:

   • Ship From : Select your shipping location

   • Weight : Enter the package weight

   • Service : Choose the shipping service

   • Package : Select the package type

   • Dimensions : Enter package dimensions (recommended for accurate rates)

Tip : Changing the Service updates the rate shown for that carrier/service combination, so you can switch between your connected carriers to compare their rates before creating the label.

Creating and Printing Labels

Once your shipment is configured, you're ready to create and print your label:

1. Click the Print Label button in the Shipping Sidebar.

2. In the Print pop-up, choose your preferred printing method:

   • Print via Bridge App : Prints directly to a printer connected through the ianaiERP Bridge desktop app

   • Preview in Browser : Opens the label as a PDF in a new browser tab so you can print it from your PDF reader

   • Download a PDF : Saves a copy of the label to your computer for later printing

Printer Setup

Before printing your first label, ensure your printer settings are correctly configured:

• For Windows: [Printer Setup Guide (Windows)]

• For macOS: [Printer Setup Guide (macOS)]

Post-Shipping Tasks

Marketplace Notifications

ianaiERP automatically notifies your selling channels when a label is created. Check notification status:

• In the Shipment Details screen

• In the Shipments grid (each notification has its own column)

Notification statuses are color-coded:

• Light Grey: Not attempted

• Dark Grey: Successful

• Red: Failed (hover for failure reason)

To resend a failed notification, use the "Send Notification" option in the Other Actions menu.

Customer Notifications

To set up email notifications for customers:

1. Go to Settings > Shipping > Notifications

2. Configure your customer notification preferences

Tracking Shipments

ianaiERP provides multiple ways to track your shipments:

1. Order Details Screen : Click the tracking number in the Shipment Details card

2. Shipment Details Screen : Click the tracking number at the top

3. Shipments Grid : Click the tracking number in the Tracking # column

To update tracking information:

1. Select the shipment in the Shipments grid

2. Click the Update Tracking button

ianaiERP receives automatic tracking updates for supported carriers, showing statuses like "In Transit" and "Delivered" directly in the application.

Reprinting Labels

To reprint a label:

1. Locate the shipment in the Shipments or Orders grid

2. Expand the Print menu and choose "Label"

3. In the Print Preview screen, choose to Download or Print through Bridge app

Alternatively, from the Order Details screen:

1. Select the shipment in the left-side panel

2. Click Shipment Actions > Print > Label

Voiding Labels

To void a label:

1. In the Shipments grid, select the shipment and click "Void Label"

2. Or, in the Order Details screen, select the shipment and choose "Void Shipment" from the action menu

Voiding a label will:

• Refund the label amount for prepaid carriers

• Return the shipment to its pre-shipping status so the order can be shipped again

Best Practices

1. Always enter accurate package dimensions for the most precise rates

2. Regularly check for and resend failed notifications

3. Use Bridge app for advanced printing features and workflow optimization

4. Keep your shipping preferences and carrier accounts up to date

Related Features

• Carrier Integrations

For more detailed information on specific shipping carriers or advanced shipping features, please refer to the respective sections in this documentation.