Once you've charged for shipping, someone has to pack and ship the order. Ontraport makes a packing slip for each physical order and sends your slips to whoever handles shipping, on a schedule you choose. In this lesson, you'll set up your packing slips, turn them on for your products, and find past slips whenever you need them.
Do this first, before you build your order forms. You only need to set it up once. Go to Sales, then Settings, and click Shipping settings, Packing slips.
There are three sections. First, shipper contact info. Add the name, email and phone number your customers should use if there's a problem with their order. It's printed at the bottom of every packing slip.
Second, fulfillment run frequency. This sets how often your packing slips and fulfillment lists are sent. Everything your customers buy in that timeframe goes into the same fulfillment run.
Third, notifications. Add the email address of whoever handles your shipping, like a fulfillment house or a team member. Click Add to include as many addresses as you need. Then click Save.
A packing slip is a PDF that lists each item in the order. Your business details at the top come from your account's Business Info, under your profile icon, then Administration. Your shipper contact info is at the bottom.
Next, tell Ontraport which products need shipping. In your order form's payment settings, open the product's settings and turn on Add to shipping/packing slip. Do this for every physical product you sell. Now each purchase creates a packing slip and goes into your next fulfillment run.
To look back at past runs, go to Sales, then Settings, then Shipping fulfillment runs. You'll find your account's complete history here. Select a date and click Download to get the packing slips for products bought that day. If you pack orders yourself, this is a handy way to grab your slips when you're ready to ship.
To look up one customer's order, go to Sales, then Settings, then Shipped packages. Select the contact and click Download PDF for their packing slip, or Download CSV for the shipping fulfillment list. That's useful when a customer asks about an order.
You can use your fulfillment lists to print shipping labels. Most spreadsheet and word-processing apps can turn a CSV file into mailing labels.
If your team ships orders, add an Assign Task action to your automation. For example, a task to pack the box and email the customer their tracking number. The Ontraport for sales teams course covers tasks in depth.
One quick note. Contact fulfillment lists, under Contacts, then Settings, then Fulfillment Manager, are a separate tool. Use those for things that don't need a packing slip, like event registrations.
So: set up your packing slips once, turn on Add to shipping/packing slip for every physical product, and use Shipping fulfillment runs and Shipped packages to find past slips. That wraps up physical orders. Next up: the customer center, a self-service page where your customers can manage their own information.