I just need to send documents or samples without a Shipping Management record or packing list. Can I still arrange shipping?

Yes, use "Quick Ship". In the Shipping Management list, next to the "+ New Shipping Management" button in the top right corner, there is a "Quick Ship" button. Click it and you don't need to create a Shipping Management record first: • The sender is automatically filled with your company information. • The recipient can be selected from your Buyer Management list, and the system automatically fills in their shipping address (if shipping information is set, it uses that; otherwise it uses the company address). You can also enter the information manually. • The box defaults to one "Document" item. If sending samples, change the type to "Package" and fill in weight and dimensions. You can add more boxes if needed. • Fill in your reference number, which will be printed on the label and also used as the filename for the label file. Then proceed as usual: query rates, select service, create the label, and schedule a pickup. The created label is stored in the "UPS Labels" category in Shared Documents, which serves as the record for this shipment.

V5 desktopShipping