Creating a shipment in Open360 is a quick and streamlined process. Follow the steps below to ensure all necessary details are entered correctly.
Step 1: Start a New Shipment
Click on the Create Shipment button.
You’ll be taken to the shipment creation page.
Step 2: Enter Sender & Receiver Details
Your default sender address is pre-selected. If needed, expand the Sender’s Details section to confirm or update the address.
In the Receiver’s Details section, begin typing the receiver’s name.
A drop-down list of suggested receivers will appear-select the correct one.
The system will auto-populate the location and contact fields for the selected receiver.
Step 3: Enter Package Details
Enter a package name (optional).
Select a package type from the drop-down list.
Enter the Quantity, Weight, Length, and Height of the package.
The system will automatically calculate and display the volume based on the values entered.
Step 4: Set Dispatch Date & Delivery Preferences
The Dispatch Date is set to the current date by default.
To change the dispatch date, click on the calendar icon and select a new date.
Select a Delivery Signature Preference:
Authority to Leave – Allows delivery without requiring a signature.
Signature on Delivery – Ensures the package cannot be delivered without a signature.
Step 5: Select Supplier & Add Instructions
Select a supplier & service from the list of suppliers available for you if you would like to select a particular supplier and service
Lowest Cost - Lowest cost is selected by default
Quote All Available - Displays a quote for all your available supplier and service options
To add pickup and delivery special instructions, click the "Add" button in the respective sections.
Step 6: Billing & Custom References
The Bill to option has been selected for you by default, you have the ability to select from the following options
Select a group from the list of groups configured on your account
Third Party
Receiver
If you need to add a Custom Reference, click "Add" under the Custom Reference heading.
Step 7: Create the Shipment
After entering all the details, you have four options to proceed:
Create Shipment – Finalises the shipment and sets its status to Ready to Ship.
Save as Draft – Saves the shipment as a Draft, allowing you to edit it later.
Create Shipment & Print Label – Creates the shipment, prints the label, and sets the status to Ready to Ship.
Create Shipment & Book Pickup – Creates the shipment, books a pickup, and sets the status to Ready to Ship.
Step 8: Confirmation
Once your shipment is created, a confirmation message will be displayed, showing:
✅ Shipment successfully created
✅ Shipment reference number
Tip 📝
After Shipment creation, you will need to Manifest your shipment before it can be confirmed for pickup.