There are 4 ways to initiate the creation of a shipment record.
- Open the Orders table
- For orders that are not "payment pending" and have not yet shipped you will see an icon to create a shipment within the Tools column for each order (last row below):
- Clicking this icon will open a new shipment form corresponding to the courier that the customer chose during checkout.
- Open an order record in edit mode.
- Locate the Shipments section, and click the button corresponding to the type of shipment you would like to add.

FedEx Shipment
This will create a FedEx shipment via FedEx Web Services. This button will only be present when FedEx Web Services is enabled.
UPS Shipment
This will create a UPS shipment via the UPS Developer Kit. This button will only be present when UPS Developer Kit is enabled.
UPS Return
This will create a UPS return shipment via the UPS Developer Kit. This button will only be present when UPS Developer Kit is enabled.
USPS Shipment
This will create a USPS shipment via USPS Web Tools. This button will only be present when USPS Web Tools is enabled.
Shipment
This will create a shipment record, where you can assign a tracking number and details regarding the shipment.
- Follow the instructions presented to you on the subsequent page
- Open the Shipments table. See the Viewing Shipments topic in this section.
- Click the button corresponding to the shipment type you wish to add (see descriptions in Method 1, #2 above).
- Follow the instructions presented to you on the subsequent page
If you have FedEx Web Services, UPS Developer Kit, or USPS Web Tools enabled, you will find a link to create a shipment for each courier inside their respective menus under the Shipping control panel menu.

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