What are the pre-requisites for shipments in Clarus WMS?

What are the pre-requisites for shipments in Clarus WMS?

Shipping Setup Guide

To prepare your system for shipments, you need to configure storage units, product weights, and carriers. This guide will walk you through the essential steps to ensure everything is set up correctly for smooth shipping operations.


Step-by-Step Guide

1. Create a Storage Unit Type for Packages

First, you need to set up a new storage unit type for your packages, such as CARDBOARDBOX01. Make sure you select the Leaves Warehouse option. You can use an existing sequence for the storage unit reference or create a new one specifically for items leaving the warehouse.

You must also input the height, width, and length for this storage unit. These dimensions will be used as the default package size for your shipments.


2. Ensure Products Have Associated Weights

It's crucial that every product has a weight assigned in the stock unit type you use for picking. This product weight will be used as the default weight for your shipments.

WarningWARNING: Without weights assigned to products, the system will not be able to calculate package weights for shipments, which may lead to shipping errors.


3. Select and Set Up the Carrier

Next, you need to add a new carrier or edit an existing one for the courier you plan to use. After selecting a carrier type, you will be asked to enter the authentication details (such as username and password) for the courier’s online portal.

AlertREMEMBER: These authentication details must be obtained directly from your courier; they are not provided by Clarus WMS.

You can use the Test Carrier Type option to test the shipping integration before going live. For testing, you can enter any username and password and turn on test mode.


4. Add Carrier Services

Once your carrier is set up, add one or more carrier services from the chosen courier, for example, Guaranteed Next Day. Provide a descriptive name for each service, ideally matching the courier’s own naming convention.

You can use carrier service presets to quickly configure these services. If necessary, you can adjust values in the advanced section, but it is generally best to stick with the default settings unless you fully understand their impact.


FAQs

Why do I need to create a new storage unit type?

Creating a specific storage unit type ensures that your packages have accurate dimensions and are properly tracked throughout the shipment process.

What happens if my products don’t have weights?

If products do not have assigned weights, the system will be unable to calculate package weights for shipments, which could result in shipping errors.

How do I get the authentication details for the carrier?

The authentication details (username, password, etc.) must be obtained directly from your chosen courier; they are not supplied by Clarus WMS.

Can I test the shipping setup before going live?

Yes, you can use the Test Carrier Type option to test the shipping integration without affecting your live shipments.

Should I modify carrier service presets?

It is generally best to use the default settings for carrier service presets unless you are familiar with the specific impact of changing advanced configurations.


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