For some organizations, it’s important to keep track of shipments by department. The Department feature gives you the ability to define the departments for your organization and then assign a department to each shipment/user. At the time of billing or invoice, the shipments will be sorted and subtotaled by department.
Adding Departments
Click the Settings tab.
Under “Admin Settings” select “Departments”.
Click “Add Department”.
Add the Department Number and the Department Name. Both fields can be whatever you’d like and what makes the most sense for your business. Click "Save Changes" when finished and continue to add additional departments as necessary.
Now when shipping an order, you can select the Department you have created. Once in the details section, scroll down to find the Department dropdown.
Managing Departments
After adding a department, should you need to change any of the details, you can click the “Edit” button next to the department name.
Make the necessary changes and click “Save Changes”.
If a department is no longer needed, click the “Delete” button next to the department.
Associating Departments
Departments are associated when processing your shipments. Go to the Ship page to create an order.
Select an order from your Orders List, or create a shipment manually.
Select the Carrier/Service and Package type for your shipment. From the details section, you will see the department drop-down, select the appropriate department for the shipment.
When adding a department to a shipment, nothing is affected on the label, the department feature is simply for billing/invoicing purposes.
Set User Department
A feature to set a department by user is also available. If you have multiple users, you can assign a set department for that user so each time they ship, the department is already pre-populated for them. You can also require that each user MUST use a department.
Click the Settings tab.
Under “Admin Settings” select “User Management”.
Click the edit icon next to the user you wish to set the department.
Scroll to the bottom of the User Setting info and select the necessary department from the drop-down menu. You can also Lock this department to the user.
Click “Save Changes” when finished. When that user logs in to ship, now the department will be pre-populated for them.
Require Department
To require that a department is used for every user/shipment:
Click the Settings tab.
Under “Admin Settings” select "Other Settings”.
Select the option “Require department number to be specified when booking shipments”.
The other option on this page would be to require the user to enter a Reference. If you would like to require a reference, check the box “Require shipper reference to be provided when booking shipments” .
Click "Save Changes" when finished.
Now when a user logs in, you will see the Reference and Department are required fields in order to process a shipment.