Creating Shipping Records
Summary
To create a shipping record in the Senegal platform, navigate to the logistics section and select shipping. After naming the shipment and selecting the recipient (either from the talent database or by adding a new address), you can choose items from your inventory to include in the shipment. Once the items are added, mark the shipment as “Ready to be shipped,” connect to your EasyPost account, select a carrier, and purchase the shipment. After payment, a tracking number and shipping label are generated, which can be printed and attached to the package. The tracking link allows you to monitor the shipment’s status at any time
Transcript
- 00:00
You’ll go to logistics and then shipping. And on that screen, you’ll click the create button. Here you’ll be able to give the shipment a name so it’s easier for you to internally track, let’s say shoes for charity. And then you can select who is going to be receiving this package. Now you can pick somebody who is in your talent database already, or you could click the add button here and enter name and address for the person who should be receiving this item. We’re going to pick a talent that’s in the system and you’ll see it’ll populate that person’s address. It’ll pull in the sender address. That’s from your system settings, that’s the default address. You can change that if you need to. Click save, and you’ll have created the framework for this shipping record. Once you have the framework, then you’re going to go ahead and select shipment items, and this is items in the inventory that are going to be sent out to this particular person.
- 00:53
So we’ll create shipment items and we’ll look for shoes. And there we have shoes. Now, if the item was not in this list, you could just click the add button and create that record inside the inventory and then add it here. And I’ll go ahead and pick, we’re going to send 25 shoes. I’ll save that. Now that shipment item becomes part of the record. Now I can add as many different items into this record as I want, but I’m only going to be shipping shoes. So when I’m ready to go ahead and create the label and tracking number, I’m going to go ahead and select Ready to be shipped. This is going to connect to the Easy Post API that’s built into the platform. You will need an account with Easy Post to make this happen. And then you can select the carrier and you can see the prices, and that’s based on the weight and the location of the inventory items as well as where this package is going.
- 01:41
So you can pick, and in this example we only have USPS, but Easy Post has over 130 different carriers. So depending on your easy post account, you’ll have many more options here. So I’ll pick first class, and I’m going to go ahead and buy shipment. So that is actually charging me the $3 and 48 cents because I’m creating and sending this record off. And you’ll see here it creates a tracking link right away. So I can always track this package and then shipping label, and all I have to do is click on that label and click print. It’ll print that on my printer, and I affix it to the package and send it off in this case to the US Post Office. Once it goes off, I’ll be able to, at any time, come in here and click this tracking link. It will launch Easy post. It’ll give me the information of this package so you can always tell you or your clients exactly where this package is. That’s how you create a shipping record inside the Cynical Platform.