This guide will cover scheduling shipments, setting up Pickup locations, and selecting the best carriers for your shipping needs.
Ship Smart with Easy Pickup & Carrier Choices
A Pickup location is the spot where your package is collected after you arrange a shipment. For instance, it could be your store, or office, etc, depending on where you store and dispatch your products.
Every brand needs to have at least one pickup location set up during account creation to use our shipping dashboard. This ensures a smooth onboarding process and allows for immediate shipment scheduling.
You’ve got the option to create and manage multiple pickup locations, so you can assign shipments to specific locations based on your needs. This is particularly helpful for businesses with multiple warehouses or retail stores, as it enables efficient shipping management across different locations.
After you schedule a shipment, our system offers a list of carriers for your chosen pickup location, making it a breeze to pick the best choice for your shipping requirements. This feature considers factors like delivery speed, reliability, and cost, allowing you to make informed decisions that suit your business and customer expectations.
A Pickup location serves as the collection point for your package after scheduling a shipment.
Each brand must establish at least one Pickup location collected during account creation to utilize our shipping dashboard.
You can create and manage multiple Pickup locations, allowing for the assignment of shipments to specific locations based on preferences or requirements.
After scheduling a shipment, our system generates a list of suitable carriers for the selected Pickup location, making choosing the best option for your shipping needs easy.
What this guide will cover:
- Pickup Tab Uncovered: Dashboard Simplified
- Setup Made Easy: Creating Pickup Locations
- Dive Deep: Navigating Pickup Locations
- Link & Ship: Mapping Locations to Shipments
- Business Boost: Pickup Locations Advantages
- Onward: Your Next Moves
Pickup Locations Tab Uncovered: Dashboard Simplified
Locad System ID: A unique, automatically assigned numeric code for each Pickup location within the system.
Known As: The user-defined name for a specific pickup location helps with easy identification.
First Name: The first name associated with the warehouse for the pickup location.
Last Name: The last name associated with the warehouse for the pickup location.
Country: The country in which the pickup location is based, providing geographical context.
City: The city where the pickup location resides, helping pinpoint its exact location.
State: The state or region where the pickup location can be found, further narrowing down its position.
Authorization Status: The current approval status of the pickup location is determined by the Locad systems.
Search Button: A convenient tool to quickly find and manage all added pickup locations within the system.
Download Button: Allows users to download a CSV file containing detailed information about all registered pickup locations.
Filter Button: An easy way to sort and view pickup locations based on specific criteria such as country, city, or state.
Setup Made Easy: Creating Pickup Locations
Now that you’re familiar with the Pickup tab, let’s make creating Pickup locations a breeze with our easy-to-follow, step-by-step guide.
Step 1: Go to the “Pickup Locations” tab on your Locad Dashboard and click “Create Pickup Location” in the top right corner.
Step 2: Fill out the form with your details. Enter a name for the Pickup location and, if desired, check “Set as default” Next, provide your name, address, phone number, and other required information. You may also enter optional latitude and longitude details for a precise location. Once completed, click “Submit”
Step 3: Return to the “Pickup Locations” tab using the left-side navigation. Your newly added location will appear and be sent for review. You’re good to go if you see a green tick under the “Authorized” section.
Effortless Guide to Modifying Shopify Order Locations
Ready to take control of your Shopify order locations? Follow these steps and make the changes you want in no time!
Step 1: Head over to the ‘Book shipments’ page. Here, you’ll see your shipments displayed along with their respective pick-up locations.
Step 2: You’ll notice that each location corresponds to a specific marketplace, this is set up in Shopify, and to change it, we need to start there.
Step 3: But before we jump into Shopify, there’s one thing you should know: your marketplace locations need to be mapped first. Currently only available to staff users, this process involves syncing locations between Shopify and Locate, which we’ve done here for PHWH1 and PHWH2.
Step 4: Once these locations are mapped, you’re ready to change the location of your order in Shopify. Navigate to your Shopify account, select ‘Orders’, and open the order you want to change.
Step 5: Click on the three dots in the corner for the overflow menu, then select ‘Change Location’. Choose your desired location and save.
Step 6: After making your changes in Shopify, it’s time to resync your order in the Locate dashboard. Open the relevant order and click ‘Sync’.
Step 7: Give it a minute or two, and voila! Your pick-up location should now display your newly selected location.
Just remember, if you forget to manually resync, your order will automatically resync overnight. But to see changes immediately, a manual resync is the way to go.
Also, for manual shipments, you can directly edit the pick-up address in Locate by clicking the pencil icon. Keep in mind that the Shopify version should always mirror Locate to keep all data in sync.
That’s it! A bit of a manual process, yes, but one that ensures your orders are precisely where you want them to be. Feel free to reach out if you need more clarity, happy shipping!
Onward: Your Next Moves
Here is your exclusive chance to explore our other informative guides designed to help you master every aspect of the shipping process. With the knowledge gained from this guide, you can confidently delve into our additional resources to further enhance your shipping expertise and elevate your business operations.
