This article covers the steps to create a new shipment in Carriyo.
There are two types of shipments in Carriyo:
- Forward Shipments represent outbound shipments from the shipping location to the customer's address.
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Reverse Shipments represent nbound shipments from the customer's address to the shipping location.
Carriyo allows creating shipments with the following options:
- Normal Shipment - a shipment will be created with the intent to book and track the airwaybill with the carrier of choice.
- Prebooked Shipment - a shipment will be created with the intent to only track an already existing airwaybill with the carrier of choice.
At the time of its creation, a shipment can either be saved as draft, enabling further editing of all details, or it can be confirmed, triggering an immediate attempt to book the shipment with the selected carrier and retrieve all necessary documents - this can result in the shipment being either in Booked status if the booking is successful, or in Error status if the booking is unsuccessful. Once a shipment is successfully Booked, the shipment details cannot be changed except for Custom Attributes which can be updated at any time.
Once a shipment is Booked, Carriyo will automatically start tracking the respective Airwaybill number with the Carrier.
Creating a Shipment
1. Navigate to Shipping > Shipments on the Carriyo Dashboard. Click on the add icon on the top right corner to create a new shipment. To create and manage Reverse shipments, click on Reverse from the dropdown. The sections in the Create Forward/Reverse Shipment page are explained below.
Shipments Details section is dedicated for the reference numbers, merchant, payment type and other Shipment attributes — both custom and native. To learn how to configure Shipment attributes, visit this article.
The Auto Select (AI Automation) toggle, if enabled, automatically assigns carrier to the shipment based on automation rules. Read more about Automation Rules here.
Note: Duplicate shipment reference number is not allowed in Carriyo.
The Parcels and Items section is for the details of packaging the ordered items. Click the 'Switch to Freight' button if necessary. The + more options button enables users to enter optional details. If there are more than one item, specify which parcel the items should go to. The + add parcel option facilitates this process.
Click on − to cancel an item or parcel.
The Ship From and Ship To sections refer to Pickup and Dropoff details. The Ship From field accepts Locations which have been previously created. To manage Locations, visit this article.
All fields with an asterisk are mandatory fields. Users can enable the toggle to use a Location, in case of B2B shipments.
To schedule collection and delivery, click on + add delivery schedule.
If a carrier account is manually assigned, users can click on 'Calculate Cost' at the top of the page, under the Shipment Cost section, after entering all the details.
After entering all details, users can either save the shipment as a draft, which is a Carriyo internal status, or proceed to book the shipment on which Carriyo will make a call to the carrier to book the shipment on their side. If there are any errors, they will be displayed immediately, ensuring timely resolution. Carrier errors will be displayed with the name of the carrier. Otherwise, it can be understood that it is a Carriyo validation error.
Users are allowed to edit shipments if it encounters any kind of error. To learn how to edit shipments, visit this article.
Other options to create shipments include —
- Importing shipments
- Using Client Apps/API
- Using connectors
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