delivery install workflow - 5

So now we're in shipping and we will go through the workflow. This is just meant to be an overview again and let's go over. So first thing are the statuses.

As was shown in the other videos, you have statuses for orders and you have statuses for design and you have statuses for production. So in this case the default status is open. So let's just right click on the shipping statuses so we can see them.

Here it is. You see the default status is open which is why that's the status that was given. And you can of course create a new status, create other default statuses.

So let's work on this job right now. First let's change the status to label created. And now you can go to the action menu and you can select the shipo shipping label.

So you can see over here there are different options. First of all, this is coming from your shop being sent to the customer. You can also click on use company address if you want to do blind shipping.

And now this is your customer's address and you can click on edit. And because that customer has more than one address linked to them, you can select the address of their customer and it'll send it. It'll create the shipping label from your customer to their customer.

Something else you can do is if you can see now it's back to our test shop. If this customer again has more than one address linked not because it's their customer but it's another address for this customer. You can select another address of the customer because of course customers can have more than one address.

So with that said you can also select it if it's a residential address. Let's click on proceed. You can add your packages over here.

You can put in your project, your package dimensions, and you can select your format for printing the shipping label. You click on proceed. It will load all the couriers that you've set up in Shipo.

Shipo will let you link your account. So rather than needing uh different ways of sending from FedEx, UPS, whoever you added, all of your couriers can be shown here. And this is the same pricing you would see if you were to go to ups.

com if not a bit less because it's linked to your account and Shipo usually gives lower prices. So I'm going to select on USPS. I'm going to click on proceed.

This has now generated your shipping label. You can add your cost over here. Things can be shown that can be shown in training.

You click on close. And now if you expand you can see you have your tracking number, your amount, the shipping has been added as a line item to your invoice. And here is the shipping label.

And now from here as well, let's say that this is a local delivery. It's just a status I called on route. You can also generate package slips from here.

This is built into the system and you can generate shipping labels without having to use shipo. And of course, if this is a customer pickup, you can select status. In this case, it's called ready for pickup.

And this is where I like to show more options when it comes to statuses. So, you can see here for the status that's called ready for pickup. If I click on edit, I've linked the customer to the status.

So, just to show how to do it, I'm going to click on customer. Some shops like to also link the salesperson. And what this will do is this will trigger this email that will be sent to the customer and the salesperson if you've checked it off.

And we have different short codes. One of those is actually the link to the invoice. So, what that means is if you select the status ready for pickup, it will let the customer know it's ready for pickup with this content and it will of course send the link for them to pay the invoice.

So if we go back to shipping now, this idea again of this multiple selection really comes uh in handy because you can select more than one and do this idea of changing the order status and you can mark them as ready for pickup and it'll send it'll change the status and trigger that email to all customers where their orders are ready for pickup with a link to the invoice. If you're ready from here, you can click on completed. And now it'll be sent to invoice.

Before I do that, I just want to show if you go to settings and I'm going to search here for shipping, which was the name. You can see here it's called shipping. And you can see from the settings, I'm just going to find it.

From the settings, you can change this name. It's the only lefth hand menu where you can change the name. So if you're an installer, you can change this to installation.

So what that means is when you're in production or anywhere in the system, rather than from the action menu, it won't say send to shipping, it'll say send to installation. So that's a feature for our sign shops. And of course with the statuses, you can set up user roles, you can set up installers where they only see what they need to see.

And of course, you have this board view that will show all of the jobs that are currently in shipping. You can move it from one status to the next over here. And this is all mobile friendly.

So the installers can see a nice board view and a list view of all installs that are linked to them if this is for a installer for a sign shop. And now if we go to invoices, we can see that here is our job. And now we're in invoices.

Thank you.