Print FedEx/UPS labels & track shipments

Use the Shipping function to send products via FedEx or UPS, and track an order’s current location without leaving RB9

Lesson #24
Production – Shipping function

When clients call to find out where their order is, you don’t have to leave RB9 to check the shipping status. Use the Shipping function to send products via FedEx or UPS, and you can quickly follow up an order’s current location from within RB9.

You can also use this function to keep track of when and via what other methods you sent jobs out, and update the job status of any shipped job or any other information about the shipping and its related job, case, and contacts.

Use Shipping to:

  • Ship out produced service items.
  • Print FedEx & UPS shipping labels that automatically include addresses from your RB9 database and your shipping preferences, and are tied to your FedEx/UPS account. If contact information is incorrect you can update it here and RB9 will update the contact’s listing.
  • Track UPS & FedEx shipments from inside RB9.
  • Note if you used another sending method such as via courier or email.
  • Record notes about a shipment.
  • Search for shipments using job or invoice number, shipping date(s), delivery method(s), and/or business unit(s) to quickly locate a shipment to track or to create a new shipment with the same job, case, and invoice information. You can sort your search results by one or more columns in ascending or descending order. {When you exit the function, RB will revert back to the default order.)
  • Export the list of shipments to an Excel or CSV file to save, print, share, or use in other applications. (Similarly you can export the witness/service item list from any shipment.)
  • Change a job’s status to Shipped. RB9 will automatically alert your billing department that the job is ready to be billed if they do not invoice a job until it has shipped.

Shipping is a stand alone function but you can also access it directly within Turn In when entering service items to be billed.

FedEx/UPS tracking in RB9

When you generate a FedEx or UPS shipping label in RB9, it automatically:

  • Enters the receiver’s address, phone number, and email. It also will validate the address before generating the label unless you deselect that option.
  • Sets the Ship From address, phone number, and email to the assigned business unit of your company. (You can select a different business unit.)
  • Enters your shipping preferences. (You can set up multiple profiles with different preferences and the same or different business unit.)
  • Enters the tracking number in the shipment’s record.
  • Enters today as the ship date.
  • Adds the estimated shipping cost to the shipment’s record in RB9. Estimated Shipping Cost appears in the Shipping function’s results grid and in individual shipping label windows.

When you click the tracking number in RB9 it opens the related delivery service website in your browser and shows the shipment’s current status.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Use the Shipping function to send products via FedEx or UPS, and track an order’s current location without leaving RB9.

RB concepts in this lesson

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately, such as branch offices, other companies you own, affiliates, and profit-sharing operations.

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

Job Status: Stage a job is in, e.g., New or Cancelled. You can designate your own job statuses in RB.

Listed under Function, Lesson, Production | Tagged , , , , , , ,