How to Manually Set Up Items for a Client [Step-by-Step Guide]

Modified on Wed, 5 Nov at 10:34 AM

Items refer to the individual products that will be packed and shipped through techSHIP.

In cases where item details are not imported from your Integrated System (e.g., your WMS) or a file, you can manually add items to define their properties for cartonization and attach their CUSMA certificates, if applicable.

WARNING: Before proceeding, ensure you are familiar with the prerequisites and available options as detailed in Understanding Items and Their Role in Cartonization [Information].

NOTE: Before proceeding, ensure you are operating the right portal.

To manually set up items for a Client:

1. Click on Clients from the left menu under the Clients section to find the desired Client.

2. Click the Settings icon to edit the desired Client.

3. Click Items tab.

4. Press Add Item.

5. Enter the following fields:

SKU: Stock Keeping Unit.
Description: Item's description. Make sure to enter a brief but accurate description to keep the items table easy to maintain.
Basic fields: Unit Weight, Unit Length, Unit Width, Unit Height.

6. Optionally, if applicable:

Click the International tab and check Enable International to view the customs and compliance fields:
- For a detailed explanation of the fields on this tab, refer to: Understanding International Item Fields for Customs and Compliance [Information].
- To attach a CUSMA certificate, refer to: How to Attach and Manage a CUSMA Certificate of Origin to an Item [Step-by-Step Guide].
Check Exclude from Cartonization. To learn more about this field, refer to: Understanding Items and Their Role in Cartonization [Information].
Check Ship In Own Packing. To learn more about this feature, refer to: How to Ship Items in Their Own Packaging [Step-by-Step guide].
Complete the carrier-specific Dangerous Goods (DG) fields by clicking on the corresponding tabs.

7. Press Add Item and go to step 4 as many times as needed.

If you need to correct a specific item, click the edit button (A). You can also use this button to add or update a CUSMA Certificate for an existing item.

If you need to delete it, click the delete button (B). You can also click the arrow in the table's SKU column header (C) to sort in ascending or descending order.

Now items have been manually added and changes are immediately applied.

To learn more about what you can do next, refer to the Items folder in our knowledge base.