Shipping Labels in the Client Portal

Owned by Michelle Cabaya
Last updated: Feb 21, 2023
3 min read

For Client Portal user documentation see Shipping Labels.

Shipping labels can be printed and/or emailed as an attached PDF after placing an order or when tracking an order. If there is more than 1 piece on the order, you can choose to print individual piece labels by checking the Print individual piece labels on the Select print label and/or Email Shipping Labels pop-ups. When the individual piece labels are emailed, each piece label will print on separate pages in the attached PDF file.

How to Allow/Disallow Users to Print or Email Shipping Labels

  1. From the Operations App, go to Maintenance > Internet Users.

  2. Select the internet user you would like to allow/disallow print or email shipping label permissions for.

  3. In the Custom Procedures tab, check Allow Shipping Labels to allow, or uncheck to disallow, printing, or emailing shipping labels in the Client Portal.

  4. To allow the user to print or email shipping labels, check all the shipping label options in the Custom Procedures tab you would like the user to have access to.

  5. Click the save icon.

 

After Placing an Order

  1. Click Print Shipping Label.

  2. Select the Print Label.

  3. Optional: Check Print individual pieces labels to print individual piece labels.

  4. Click Generate Label.

When Tracking an Order

  1. Click the menu icon.

  2. Select Print Shipping Label.

  3. Select the Print Label.

  4. Optional: Check Print individual pieces labels to print individual piece labels.

  5. Click Generate Label.

Email Instructions

After Placing an Order

  1. Click Email Shipping Label.

  2. Enter Email Addresses and press the Enter, comma, or semicolon key on your keyboard after each email. You can enter up to 10 email addresses.

  3. You can select the Shipping Label, and update the Subject and/or Message.

  4. Optional: Check Print individual pieces labels to send individual piece labels. Labels will be on separate pages in the attached PDF file.

  5. Click Send.

When Tracking an Order

  1. Click the menu icon.

  2. Select Email Shipping Label.

  3. Enter Email Addresses and press the Enter, comma, or semicolon key on your keyboard after each email. You can enter up to 10 email addresses.

  4. You can select the Shipping Label, and update the Subject and/or Message.

  5. Optional: Check Print individual pieces labels to send individual piece labels. Labels will be on separate pages in the attached PDF file.

  6. Click Send.

Examples

Shipping Label

Individual Piece Labels

Generated when Print individual pieces labels is checked.

Reply To Options

When emailing a shipping label from the Client Portal, the Operations App will look for an email address in the following order to determine which email address will be used if the user chooses to reply to that shipping label email.

  1. Email Address on the general section, or General tab of an internet user. See Internet Users (Classic Operations App) or Internet Users.

  2. The email address listed on the Orders tab of the customer record associated with this order will be used.

  3. The DispatchEmail address listed for the fleet that the order type on the order is associated with.

  4. The Default dispatch E-Mail address in the Dispatch of the Global Options.