Using the Shipping Dashboard

Default Shipping Methods for Customers:

To apply a default shipping method to a Customer:

Select the pencil icon in the top left section of a Customer profile page.
Here you can see options to either select an existing ship method or create a new one.
After saving, you will be able to see that setting change in the Customer info section.

Populate Ship Via in Quickbooks Desktop:

There have been cases where this field must be populated manually. To do this:

In QuickBooks, choose the “Lists” drop down menu from the top of the screen.
Choose the “Customers and Vendor Profile Lists” option.
Select the “Ship Via” list.
Enter all of your shipping methods that appear on your Steelhead invoices into this list. These options should match what you are entering on your Steelhead invoices.
- If the “ship via” method entered on your Steelhead invoice is too long, you can adjust it by clicking on the error icon on the Steelhead invoicing page and changing it to an acceptable length.
- If the “Ship Via” field matches an option that exists on the “Ship Via” list in QB, the sync should work.
Invoices that have already synced are already recorded in QB, so there is no reason to enter 3 versions of “Customer Pickup”.
Finally – the character length limit in QB desktop is 15 characters.
- So, you will also want to make sure that the options in SH are ones that meet this constraint.
- If there is an invoice in SH that has failed to sync that has a ship via method longer than 15 characters, this can be adjusted by clicking on the sync failure icon and entering in a new ship via method.

You can create an invoice at any point of the process, so you never need a Packing Slip to invoice.

Invoice for generic line items:

Users are able to invoice for generic line items when invoicing from a Packing Slip.

Invoice for Packing Slip on Invoicing or Shipping dashboard.
Any generic (i.e. not tied to a part being processed) line items from the Sales Order will appear when you create an invoice from a Packing Slip, and every line has a checkbox on the left to select which lines to invoice for.
Leaving a line out allows it to be invoiced in the future, such as on other Packing Slips related to that Sales Order.

Packing Slip Line Info:

In order to have your Packing Slip lines and invoice lines match, you need to make sure that the parts are unracked or unseparated before they enter shipping.

If they are still on a rack, the racked parts will be on a separate line on the Packing Slips, since Packing Slips pull their information from parts.
The invoices pull their information from the sales order lines, so they will not match up if parts are separated.

The quantity would not match up if the parts are separate if you create the invoice from the Packing Slip since they pull their information from different locations.

In order for them to match up, the parts would need to be unracked/unseparated before they enter shipping.

Mobile Friendly

If you are using a phone or tablet, you can take a picture of the shipment and add it to the Packing Slip for the customer. Just take the picture and upload the file!