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.
Once a CSR generates the shipping receipt through the Orders module, the client will have access to the receipt through the Client Portal.