Once Fulfillment Associates have fulfilled and shipped an order, a Customer Service Representative–or CSR–can generate a shipping receipt from the Order's Profile. The shipping receipt includes a summary of the order along with the order's shipping date, anticipated delivery date, shipping carrier, and tracking number.
Required permission(s): order_read, order_update
In the Orders module, select an order that is Shipped, Delivered, Refused, or Refunded.
Scroll down to the Documents section, and click Generate to open a menu of options.
Select Shipping Receipt to generate a new shipping receipt. The new receipt will appear in the list in the Documents section.
Click Download to download the receipt in PDF format.
As of version 6.1, adult signature charges by shippers requiring it are automatically included in the receipt.
A CSR can also Generate and Download a Confirmation Receipt. If the order is covered by Veteran's Affairs Canada (VAC), the CSR can Generate a Policy Receipt.
Once a CSR generates the shipping receipt through the Orders module, the client will have access to the receipt through the Client Portal.