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Shipping Setup Guide

Before you can create shipments, you need to configure storage units, product weights, and carriers. Follow these steps to ensure everything is set up correctly.
1

Create a storage unit type for packages

Set up a new storage unit type for your packages (e.g., CARDBOARDBOX01). Make sure you select the Leaves Warehouse option. You can use an existing sequence for the storage unit reference or create a new one.You must also input the height, width, and length for this storage unit. These dimensions will be used as the default package size for your shipments.
2

Ensure products have associated weights

Every product must have a weight assigned in the stock unit type you use for picking. This product weight will be used as the default weight for your shipments.
Without weights assigned to products, the system cannot calculate package weights for shipments, which may lead to shipping errors.
3

Select and set up the carrier

Add a new carrier or edit an existing one for the courier you plan to use. After selecting a carrier type, enter the authentication details (username and password) for the courier’s online portal.
Authentication details must be obtained directly from your courier. They are not provided by the system.
You can use the Test Carrier Type option to test the shipping integration before going live. For testing, you can enter any username and password and turn on test mode.
4

Add carrier services

Once your carrier is set up, add one or more carrier services (e.g., Guaranteed Next Day). Give each service a descriptive name matching the courier’s own naming convention.You can use carrier service presets to quickly configure these services. Only adjust advanced settings if you fully understand their impact.