This article outlines the process of creating shipping labels in Unify Desktop. This requires simple validation steps to successfully generate shipping labels.
To create shipping labels in Unify Desktop
1. Login to Unify Desktop.
2. In the top pane of the Dashboard, click the Inbox tab.
3. Under the Inbox tab, select the order(s), which you want to process and then click Process Shipping.
You will be directed to the Generate Shipping Label screen.
Overview of the Generate Shipping Label screen
The area on the left has information about the order and the area on the right has information about how the order is to be shipped.
How shipping labels are generated
Step 1: Validate address: Unify Desktop captures the "Ship To" from the shipping address in the online order. The shipping address must be validated before rates are calculated based on shipping parameters.
Step 2: Select a shipping processor, service, package type, declared value, and weight. All of these aspects together are used by the shipping processor to determine the shipping rate.
Step 3: Calculate Shipping rate
- Get Rates: Once you click this button, you get a single rate for the current shipping processor that is selected from the dropdown.
- Compare Rates: Once you click this button, you get a comparison of the shipping rate of each processor that is connected to Unify Desktop. Cycle through the tabs to see the rate for each processor.
Step 4a: Save Shipment: This allows the current order to be selected and the shipping parameters to be saved, so you can work on a new shipment or leave this area to work on something else. The saved shipment will be marked as "Ready to Ship" and will be visible in the Inbox. To resume shipping, select the "Ready to Ship" order from the Inbox and click "Process Shipping".
Step 4b: Generate Shipping label: This generates a shipping label based on the shipping parameters chosen to generate the label.
After orders are shipped, Unify Desktop will attach the shipping details to the order.
The order can be posted to store and posted to QuickBooks.