Shipping Workflows in Webgility Desktop
Webgility supports the following shipping carriers for processing shipments from within the software:
USPS via Stamps.com or Endicia Label Server
UPS
FedEx
Workflows for shipping using any of the above carriers are the same within Webgility.
You may refer to this link to learn more about UPS, FedEx & Stamps Integration as shipping processors with Webgility.
Shipping Workflow
1). There are two ways you can go to the shipment processing window:
Select one or more orders from the Orders View and click the Process Shipping button.
Alternatively, you can ship directly from the Order Details by clicking Edit in the Shipment section.
Note: If you do not see this button, you either do not have Shipping Configured or do not have it included in your Webgility subscription. Learn How to integrate shipping.
2). Once you have selected to process the shipment for an order, you are taken to the Shipment Details window. This will be the main hub for defining how an order ships.
3). There are five main actionable areas in the shipping window:
Order List: Here you will see the list of orders you have selected for processing. If you have brought in multiple orders, typing the order number into the search box will bring it up. The status of orders will flow from Unshipped to Ready to Ship, and finally to Shipped, when the label is printed.
Single versus Multiple Packages: This section of the shipping module allows you to divide a single order into a multi-package shipment.
Addressee and Shipper Information: The addressee information is pulled from the order itself while the sender information is your store location.
Shipment Details: This area will allow you to define how an order ships. The options in this area can be pre-selected based on the shipping rules you have configured.
Additional Carrier Services: Once you have settled on a shipment carrier and method, this area will fill with additional options to apply to the order. These will vary based on the carrier but generally include extra insurance, required signatures, or additional shipment notification.
The default choices are set by your presets or any custom rules you've created for the order or items. You can change any of these options. The ones in bold must be selected to process the shipment.
4). Get Rates: Click Get Rates to see the available ways this carrier can ship the package based on what was selected above. For example, if shipping via USPS and your package weighs over 15 oz, you will not see options for shipping via first-class mail, even if it is the method you have selected.
5). Save Shipment: Click Save Shipment in the lower left. This will change the shipping status to Ready to Ship then click the Generate Label button.
6). you will receive a pop-up indicating success once the labels are printed.
The tracking ID, Method, and Carrier will be attached to the order. You can then send this to your online store so the end customer can track the package.
Click to learn How to Post Shipping details to the store