About the Shipium Pack App

The Shipium Pack Application (Pack App) enables you to ship packages from your pack stations within your warehouse management system. This ability allows for more efficient order fulfillment via streamlined packing processes, standardization, improved labor efficiency, and cost savings. Using the Pack App, you can create a partial or complete shipment from any origin in your network and create a label in the Shipium Console, whether scanning a barcode or manually entering product information. Once you create a shipment, you can cancel it and re-run the carrier selection process.

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SSO configuration is the first step

Prior to your organization using the Shipium Pack App, you'll need to complete Single Sign-On configuration for your network and users. You can find guidance in the SSO for Your Shipium Account documentation.

Within the Pack App, your organization can:

• assign users with varying permission levels;
• configure origins within your network;
• schedule pickups;
• print labels; and
• maintain a network address book.

This document provides guidance for using the Pack App in the console.

Configure users in the Pack App

To begin, you'll log in to the Shipium Pack App. Within the application, you can configure users and assign them to origins. Your Implementation team member can assist you with bulk uploading of user and origin data.

User roles

Console access and functionality are defined for the three user roles within the Pack App: Administrator (Admin), Site Manager, and Site Associate. You can access users by selecting Users in the lefthand navigation menu.

Administrator (Admin)

Administrators in the Pack App have the most user permissions. The Administrator role has:

• the ability to assign Site Managers and Site Associates (Packers and Shippers) to origins;
• organization-level access to the Shipium Console; and
• all capabilities of the Site Manager role.

Site Manager

The Site Manager has more user permissions than the Site Associate but less than the Administrator. The Site Manager role has:

• the ability to assign Site Associates (Packers and Shippers) to origins;
• access to assigned stores;
• the ability to view all pages inside the Pack App for their assigned store;
• the ability to action all orders with weights and dimensions;
• the ability to change an order address by canceling the order and resending it with the corrected address;
• the ability to create, edit, and delete addresses in the address book;
• the ability to print a shipping label for their assigned store;
• the ability to view the Order search page via the Pack App for their assigned store;
• the ability to create orders via the Pack App Print Label Tool;
• the ability to cancel an order; and
• all capabilities of the Site Associate role.

Site Associate

Site Associates (Packers and Shippers) have the most basic user permissions, with less than the Administrator and Site Manager. The Site Associate role has:

• access only to the store(s) to which they are assigned;
• the ability to action all orders with weights and dimensions for their assigned store, but not cancel the order;
• the ability to print a shipping label for their assigned store;
• the ability to view all pages inside the Pack App for their assigned store;
• the ability to create orders via the Pack App Print Label Tool; and
• the ability to create addresses in the address book, but not delete or edit them.

Assign users to origins

Once a user has been added to your Pack App network, you can assign origins to that user by selecting the + Assign Origin button for that user. Depending on permission levels, some users can only view the origin(s) to which they are assigned.

A modal will appear allowing you to select the origin to which you wish to assign the user from a dropdown menu.

You also can access user details by clicking on the user's name on the primary Users screen, which opens the user screen, as shown in the screenshots below.

Configure origins (fulfillment centers or stores) in the Pack App

Within the Pack App, you'll select Origins from the navigation menu at left to access the Origins primary page.

You can click on any origin name to access details for that origin. Within the origin's page, you can manage users for that origin and edit origin details, as shown in the screenshots below.

Within the origin's page, you can assign and manage users by selecting the + Assign User and Manage Users buttons, as shown in the image above.

When you choose to assign a user to the origin, a new modal will prompt you to select the desired user from a dropdown menu.

Schedule carrier pickups in the Pack App

To schedule carrier pickups for your fulfillment center, you'll access Pickups from the lefthand navigation menu.

After selecting + Create Pickup, a modal will appear for you to provide the following information.

• Pickup Date. Required. The desired date for the carrier pickup
• Earliest Pickup. Optional. A time for the earliest possible pickup, including a Now option
• Latest Pickup. Optional. A time for the latest possible pickup, including a Now option
• Origin. Optional. The origin from which the shipment will be picked up
• Service Method. Optional. You can select a carrier and all its service methods or a single service method from the dropdown menu.
• Test Mode. Optional. You can toggle on Test Mode to indicate the shipment is being created in test mode.
• Contact Name. Required. The contact name of the person associated with the origin (fulfillment center) from which the shipment is being picked up
• Company Name. Required. The company name associated with the origin (fulfillment center) from which the shipment is being picked up
• Address Line 1. Required. The first address line for the origin (fulfillment center) from which the shipment is being picked up
• Address Line 2. Optional. The second address line for the origin (fulfillment center) from which the shipment is being picked up
• Address Line 3. Optional. The third address line for the origin (fulfillment center) from which the shipment is being picked up
• City. Required. The city where the origin (fulfillment center) from which the shipment is being picked up is located
• Postal Code. Required. The postal code where the origin (fulfillment center) from which the shipment is being picked up is located
• State/Region. Required. The state (or region) where the origin (fulfillment center) from which the shipment is being picked up is located
• Country. Required. The country where the origin (fulfillment center) from which the shipment is being picked up is located
• Phone Number. Optional. The phone number associated with the origin (fulfillment center) from which the shipment is being picked up
• Email. Optional. The email address associated with the origin (fulfillment center) from which the shipment is being picked up
• Package Location. Optional. An optional description of where the package is located in the fulfillment center

Generate labels via the Pack App Print Label Tool

To print labels, you'll need to be logged into the Shipium Pack App. You'll select Print Labels from the lefthand navigation menu.

About printing labels from the Pack App

If you are in a fulfillment center situation where you need to print labels directly from the Pack App, there are options to do so that will automatically push labels to a local Zebra printer.

There are two common cases for printing labels from the Pack App:

1. Re-print labels that were previously printed on fulfillment center equipment
2. Print labels that were created by the Pack App tool in the console

For either of these cases, there are two basic options for printing. The first option is to download the ZPL, PNG, or PDF files locally and then print them from the computer on which they were downloaded. The second option is to use Shipium's built-in support for QZ Tray, which is an application that sits on your local computer and allows direct printing from the Pack App to an attached printer.

Print from the Pack App

You'll need to complete a few steps to print labels from the Pack App, depending on your use case. This section includes guidance for installing QZ Tray, configuring a printer, re-printing a label, and printing from the Pack App Print Labels tool.

Install QZ Tray

On the computer on which you would like to install QZ Tray (and on which a Zebra-compatible printer is installed), go to QZ's application page and download the correct application for that computer.

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Corporate managed computers

If you're trying to print labels from a company-managed computer, you may need to work with your company's IT team to get the QZ Tray software installed and configured on your fulfillment center's workstations.

Configure the printer

The first time that you configure a workstation and click on print from a shipment or the Pack App Print Labels tool, you'll be prompted to configure a printer for use from the workstation. Select the appropriate ZPL printer associated with this workstation, and you should be ready to go. The default ZPL printer dialogue is shown in the following screenshot.

Re-print a label

When viewing a particular label, you can print it again by using the toolbar that is next to the label and clicking the Print button. This will feed the ZPL for the label directly to your printer, and you should get a label.

If for some reason there has been a problem configuring the printer or you don't want to configure it, you can also always download the ZPL and print it directly from the computer's desktop.

Print from the Pack App Print Labels tool

You'll access Print Labels from the left navigation menu within the Pack App. You'll provide shipment details, ship options (optional), origin and destination addresses, and any preferred label configurations.

Shipment details

Information about the package, including the packaging material, linear dimensions, and weight, is required. Be sure to select the applicable units for your package dimensions (inches or centimeters) and weight (pounds or kilograms).

Shipment order items

You'll add each item for your order by selecting + Add Item, as shown in the following screenshot.

Then you will need to provide details including a product identifier, the number of units of the item, item weight, and other special product properties for each item you add.

Ship options

Ship options include preferences for shipping, including special delivery properties (e.g, delivery signature), identification tags, and unique identifiers. A desired delivery date option is required; the default value is set to No Specific Date. If you wish to set a desired delivery date or business days of transit value, you'll select the appropriate tab. You also can narrow the carriers and service methods that will be considered during carrier selection by choosing desired carriers and service methods from the carrier service method allow list dropdown menu. The Ship Option dropdown menu offers your organization's configured ship options as well as Shipium standard ship options. The ship option serves as a group of service methods and/or levels that allow you to specify the kind of shipment performance you want.

Ship-from address

If you have fulfillment contexts configured for your network in the Shipium platform, you can select from the Fulfillment Context dropdown menu. The fulfillment context name and type (Customer, Returns, Ship from Anywhere) and any associated tenants will be displayed in the Fulfillment Context bar.

You can optionally select the Fulfillment Type for the fulfillment center associated with the shipment (the default value is customer). However, Address Type is required.

If you selected a fulfillment context, the remaining fields will be populated with data for the fulfillment context you chose. Alternatively, you can enter details about the fulfillment center address from which the package is shipping. Information requirements vary by carrier; Shipium recommends completing as many data fields as possible.

For non-U.S. addresses, different address components may be required. For example, if you select Mexico as the origin country, additional data fields will appear for you to complete.

Ship-to address

If you have an address book set up for the Pack App, you can select an entry from the Address Book dropdown menu. Address Type is required.

If you selected an address book entry, the remaining fields will be populated with data for the address book entry you chose. Alternatively, you can enter details about the destination address to which the package is shipping. Information requirements vary by carrier; Shipium recommends completing as many data fields as possible.

For non-U.S. addresses, different address components may be required. For example, if you select Mexico as the origin country, additional data fields will appear for you to complete.

Print the label

Once you have used the Pack App Print Labels tool to print a label, you can immediately print by using the toolbar that is next to the label and clicking the Print button. This will feed the ZPL for the label directly to your printer, and you should get a label.

If for some reason there has been a problem configuring the printer or you don't want to configure it, you can also always download the ZPL and print it directly from the computer's desktop.

Manage the Pack App address book

Your organization can create an address book within the Pack App to expedite order processing. You can upload your address book information via CSV file, or you can manually input the data for each entry within the Pack App in the console. Your Implementation team member can help you with bulk uploading of addresses.

You can make changes to the address book at any time, depending on your user role, by selecting Address Book from the lefthand navigation menu. Once you've established your address book, you can select a default address as your primary shipping destination.

After selecting + Add New Address, a modal will appear for you to provide the following information.

• Contact name. The name of the contact associated with the address entry
• Company name. The name of the company associated with the address entry
• Address line 1. The first address line
• Address line 2. The second address line
• Address line 3. The third address line
• Address line 4. The fourth address line
• City. The city of the address entry
• State/Region. The state/region of the address entry
• Postal code. The country-appropriate postal code of the address entry
• Country. The country of the address entry
• Phone number. The phone number, including country code, of the contact associated with the address entry
• Email. The email address of the contact associated with the address entry
• Address nickname (optional). A human readable name your organization will use to refer to the address book entry (e.g., Warehouse A)
• Description. A description for the address entry
• Address line components. For non-U.S. addresses, different address components may be required

Set up a webhook for carrier selection and/or label generation event notifications

You can set up an optional webhook to be notified automatically of shipment event updates. The Webhooks for Carrier Selection & Label Updates document provides instructions.

Resources

Your Shipium team member is available to help along the way. However, you might find these resources helpful:

• Terms and Definitions

• Troubleshooting Guide

• Contact Shipium Support