ClickPost Shipment Creation Process

This document provides a comprehensive overview of the process to create shipments using the ClickPost dashboard. It outlines step-by-step instructions for both creating shipments via form for small orders and via file for bulk orders. The guide emphasizes the importance of setting up location information in the location master before proceeding with shipment creation.

Step 1

To create shipments using the ClickPost dashboard, begin by navigating to the Manifest section. You can create shipments using two methods: via form, ideal for up to 10 orders per day.

Step 2

Prior to starting, ensure that your locations are created in the location master. The location master acts as a centralized repository for all your locations.

Step 3

New locations can be added either individually via a form or in bulk by uploading a file with the specified format.

Step 4

Locations can be viewed and edited as needed to maintain accuracy and relevance.

Step 5

Navigate to the 'Create and Form' section under the manifest step, then select 'Create Order via Form.'

Step 12

You will encounter three primary steps: shipment and location info, invoice and PO info, and box information. Each step must be completed to successfully create a shipment, starting with the shipment reference number.

Step 13

The shipment reference number serves as a unique identifier for tracking and troubleshooting purposes.

Step 14

Input a unique ID if available. If not, use the system's 'generate' function to create one.

Step 15

Select a courier partner from the available options in the dropdown menu. For instance, choose 'Self MPS' as the courier partner.

Step 16

Select the pickup location from the dropdown, previously established in the location master.

Step 17

Access all added locations via the dropdown. For example, choose 'Farukhnagar Warehouse' as the pickup location.

Step 18

This system simplifies shipment creation by eliminating the need to manually enter address details. Select the location from the dropdown list.

Step 19

Next, determine the drop location for the shipment.

Step 20

For example, if sending to a store in Saket Mall, type 'Saket' to quickly locate and select the destination.

Step 21

Set the pickup date and time, specifying when the carrier should arrive at your warehouse.

Step 22

Indicate the desired pickup time, such as 10:00 AM on the 15th.

Step 23

Proceed to the invoice section by clicking 'Next' and input the invoice number, such as 'INV1.'

Step 24

Enter details such as the invoice number 'INV1.'

Step 25

Add the invoice date and value, for example, 1000.

Step 26

Multiple invoices can be added to a single shipment. For now, maintain a single invoice, then add the PO number and expiry date if applicable.

Step 27

PO information is optional, based on your requirements.

Step 28

Proceed to the box information section.

Step 29

Enter the dimensions for each box in the shipment.

Step 30

For multiple boxes with the same dimensions, specify the box count so the system understands the quantity, such as 100 boxes with dimensions 60, 40, and 30.

Step 31

For boxes with different dimensions, create a separate entry.

Step 32

For example, input dimensions 40, 50, and 40 for a different box.

Step 33

Add another entry for boxes of different dimensions as needed.

Step 34

Specify the dry weight for each box, for instance, 10 kgs.

Step 35

Link the invoices and PO information created earlier to the shipment.

Step 36

Submit the form to create the shipment. The status column will indicate if the order was successfully created.

Step 37

Upon successful creation, download the shipment label available in PDF format.

Step 38

Track the shipment to view detailed information such as shipment timeline, box contents, purchase orders, and any related child AWBs.

Step 39

All shipment details will be accessible in one place.

Step 40

This concludes the order creation via form process.

Step 41

If you lack complete information to create an order immediately, save it as a draft.

Step 42

Access and complete the draft at a later time from the 'Saved Drafts' section.