Checklist: Shipping Procedure
"best way" is not a ship method.
The CSR must have the correct ship method when they write the order.
The CSR must have the correct ship method when they write the order.
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1Go to Shipping Area
- All orders will go to the shipping area. Embroidery, DTG and Screen print.
- Determine if it is Customer Pickup or Shipping
- Review the Ship Dates
- Rushes-Events
- Past Dues
- replacements
- back orders
- Web Orders
- Normal scheduled orders
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2If no Ship MethodThere are times that a customer will not give the CSR a shipping method. What do we do when it is in the shipping area with NO shipping method.
- Check in shopworks to see if the address has been updated
- Contact CSR that wrote the order.
- If rep isn't available contact the customer.
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3Changed shipping from CPU to Shipping
- Let the customer know the freight amount.
- Add shipping amount to the invoice.
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4Customer Pick UP
- Move the box to the customer pick up shelf
- Boxes are alphabetical order by customer name
- Mark order shipped in Shopworks
- Make a note on the front page of the order.
- The notes says Date Stamped: In Customer Pick up
- Make a note on the front page of the order.
- Must Sign Out in Book when customer picks up.
- Put note in shopworks front page that the customer picked up.
- Get Payment if COD. Run Credit card or get a check.
If terms are blank or incomplete- Ask how they want to pay for it.
- If they say they paid online. Give them the box and make a note on the front page of Shopworks
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5Shipping Order: UPS- Fed Ex, USPS
- Get the box from the shipping area
- Determine shipping carrier
- UPS, Fed Ex, USPS, Barge, Courier
- PO Boxes: Ship USPS (you can't ship to PO boxes via Fed Ex or UPS)
- We add $4.50 per box for handling fees. Remember to add it to USPS.
- We can ship on the customer's shipping accounts. Make sure their account is not closed. We are liable for the freight.
- Determine Payment Method for our Invoice
- We can't ship boxes COD if we don't have payment.
- Add shipping amount to the invoice
- Include freight amount and handling fees $4.50 per box
- Fed Ex and UPS automatically adds it to the freight cost. USPS (Stamps.com) you need to manually add the $4.50 per box
- Make sure you have the customer's email address added, so the carrier will email the tracking numbers.
- Mark Shipped in Shopworks
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6Put Box in Ship AreaPut the box in the designated ship area so the carrier can pick up.
- Fed Ex arrives
- Priority Delivery (next day, 2nd day). You need to call Fed Ex to pick up. They use a different truck for priority.
- UPS
- USPS
- Fed Ex arrives
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7Turn Paperwork to Billing
- Verify the shipping amounts and handling fees
- Turn work order into billing