3PL Warehouse Manager

Updated on August 22nd, 2023

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  • Help Center
  • 3PL Warehouse Manager
  • Shipping Operations
  • Shipping Setups
  • Shipping Operations
    • Order Creation
        • Creating Orders
        • Importing Orders
        • Entering Order Contact Details
        • Entering Order Line Items
        • Entering Carrier and Routing Information
        • Entering Custom Order Info
        • Entering Order Charges
        • Cloning an Order
    • Order Management
        • Understanding Order Statuses
        • Navigating the Find Orders Page
        • Generating Order Documents
        • Batch Order Processing
        • Adjusting Order Charges
    • Shipping Setups
        • Understanding the Parcel API
        • Connecting Carriers to Providers
        • Understanding Carrier Account Logic
        • Configuring Zebra Browser Print
        • Configuring Small Parcel Settings
        • Using Address Validation
        • Connecting Multiple Accounts for the Same Carrier
        • Managing Carrier Accounts
        • Configuring Fulfillment Invoicing
        • Using a Flat File Carrier Integration
        • Managing Shipping Carriers
        • Configuring a Drop Ship Address
        • Managing Ship-to Contacts
        • Managing Retailers
        • Importing Ship-to Contacts
        • Managing Ship Method Mappings
        • Managing 3rd-Party-Billing Contacts
        • Shipping Hazardous Materials
    • Small Parcel Carriers
        • Shipping in Small Parcel Suite
        • Shipping with Amazon Buy
        • Shipping with APC
        • Shipping with Australia Post
        • Shipping with Canada Post
        • Shipping with Canpar
        • Shipping with DHL eCommerce
        • Shipping with DHL Express (AU)
        • Shipping with DHL Express (US)
        • Shipping with ePost Global
        • Shipping with FedEx
        • Shipping with FirstMile
        • Shipping With Flexport
        • Shipping with Globegistics
        • Shipping with Landmark
        • Shipping with OnTrac
        • Shipping with PARCLL
        • Shipping with Passport
        • Shipping with Pitney Bowes Cross-Border Delivery
        • Shipping with Pitney Bowes Standard
        • Shipping with Purolator
        • Shipping with RR Donnelley
        • Shipping with SEKO Ecommerce
        • Shipping with Sendle
        • Shipping with Stallion Express
        • Shipping with Tusk Logistics
        • Shipping with UPS
        • Shipping with USPS (BUKU Ship)
        • Shipping with USPS (Endicia)
        • Shipping with USPS (Stamps.com)
        • Shipping with UPS Mail Innovations®
        • Shipping with FedEx One Rate®
        • Shipping with USPS (Pitney Bowes Expedited)
        • Connecting Small Parcel to UPS
    • Packing Basics
        • Packing Orders
        • Managing Packing Materials
        • Configuring Scales for SmartPack
        • Creating Packing Slip Templates
        • Processing Packages
        • Understanding Automatic Package Generation
        • Consolidating Packages
        • Recalculating Packages
        • Using Packing Materials
        • Understanding Multi-Tier Packing in Process Packages
    • Order Processing
        • Navigating the Small Parcel Homepage
        • Packing in the Small Parcel Space
        • Shipping in the Small Parcel Space
        • Using High Volume Processing (HVP) with SmartParcel
        • Printing Return Labels
        • Printing Combo Labels
        • Voiding Shipping Labels
        • Troubleshooting Blank Shipping Labels
        • Creating End of Day Requests (Manifesting)
    • Billing Best Practices for Shipping
        • Common Transactional Shipping Charges
        • Flat Order Processing Fees
        • Item-Based Handling Fees
        • Freight Fees
    • International Shipping
        • Shipping Internationally with SmartParcel
        • Capturing Digital Assets for FedEx ETD
        • Tax Identifiers in Small Parcel Suite
        • Package Description for Mexico Shipments
      • Enabling Integrated Packing Slip

Managing Ship-to Contacts

Ship-to contacts are used in 3PL Warehouse Manager to define the contact information of a recipient for an order. This article reviews how to view, merge, and export previously used ship-to contacts.

For a ship-to contact to display in the Manage Ship-to Contacts grid, the contact must have been designated as a ship-to contact on a previous order—meaning, imported contacts do not display on this page until they have been selected on an order.

 

Guidelines

Navigate to Orders > Shipping Setups.
 

Click Manage Ship-to Contacts.
 

Select a customer from the drop-down menu. If needed, refine the results in the grid by selecting the appropriate search criteria, then click Refresh Grid.

Once the desired data is displayed in the grid, you have three options to manage the specified customer's ship-to contacts: view, merge, and export.

You cannot make individual edits to a ship-to contact that has been used on a previous transaction. If you need to make changes to a ship-to contact, please create a new contact with the correct information, then merge the two contacts together using the guidance below.

 

 

  1. View ship-to contacts: This option allows you to view the ship-to contact's information or create a new contact based off of the original information.
    • Select a contact from the grid and click Edit.
    • To create a new contact with the information listed, click Create New, enter the contact information, then click Save.
    • To return to the grid, click Cancel.
  2. Merge ship-to contacts: This option allows you to merge two or more ship-to contacts into one contact. This action cannot be reversed and results in the modification of all existing transactions where the merged ship-to contact is present.
    • Use < Ctrl > or < Shift > to select multiple contacts from the grid, then click Merge.
    • A confirmation dialog appears. Click OK to continue. A new grid displays with the selected contacts.
    • Select the contact whose information you'd like to remain in the system, then click Merge. Another confirmation dialog appears. Click OK to finalize the merge.
  3. Export ship-to contacts: This option allows you to export the data of one or more ship-to contacts to an Excel sheet.
    • Select a contact from the grid, or use < Ctrl > or < Shift > to select multiple contacts, then click Export.
    • Depending on your browser, you may have to specify whether you'd like to 'open' or 'save' the file. Once you select save, the file downloads to your device.

The ship-to contacts that display in the grid are available for quick selection while creating or editing an order.

 

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Related Articles

  • Creating End of Day Requests (Manifesting)
  • Entering Carrier and Routing Information
  • Managing Customers
  • Understanding Flex Header and Standard Import Templates

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