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Can I generate shipping labels for draft offers and manual quotes?

The following steps must be done in order to generate shipping labels for your customers.

  1. Add a receiving location in Settings > ShippingYou can add multiple receiving locations and select your default location. You can always edit the address when creating a shipment.

Add a receiving location in Settings > ShippingYou can add multiple receiving locations and select your default location

  1. Once you are in an offer, click on "Create Shipment"

Once you are in an offer, click on 'Create Shipment

  1. Fill out/Edit the customer address either directly in your CRM or onto the offer when you create a shipment

Fill out/Edit the customer address either directly in your CRM or onto the offer when you create a shipment

  1. You will be able to select additional items to include in the package and select the size of the package

You will be able to select additional items to include in the package and select the size of the package

  1. You will be able to select amongst the available shipping rates and choose to include insurance if wanted

You will be able to select amongst the available shipping rates and choose to include insurance if wanted

  1. Buy and send the shipping labelYou can directly send the label to your customer via email from your admin account.

Buy and send the shipping labelYou can directly send the label to your customer via email from your admin account

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