Each customerʼs preferred Ship Method is defined in the Customer record. You can override this setting for a specific shipment, for example when:
To force shipping or pickup for a transaction:
In the Customer list, choose Create Transaction from the Actions menu.
For a regular club package, choose Sales Order from Package. For a customer selection, choose Sales Order from Selection.
In the Create Transaction dialog, select the package to update.
Select the option Force Pickup if Shipping Customer or Force Ship if Pickup Customer.
When you change the delivery mode from 'Pickup' to 'Ship,' itʼs good practice to send a notice to the recipient.
To send a notice of intent to ship the package:
From the Transaction list, select the transactions to be shipped.
From the Actions menu, choose Compose and Send Email to Package Recipient (Ctrl‑M).
In the Send Email with Attachment(s) dialog, compose a letter of intent to ship the package, informing your customer(s) that shipping and handling charges will be applied and specifying a date by which the package must be picked up.
When ready, click Send.
↑ Managing shipping and pickups
Setting up shipping accounts
Verifying shipping rates
Enabling weather forecasting
Modifying shipping details
Forcing shipping or pickup
Transactions with free shipping
Printing shipping labels
Voiding a label and tracking number
Scheduling package pickups
Package tracking details
Confirming package delivery
Managing customer pickups
Shipping best practices