This guide explains how to create shipments, generate carrier labels, handle shipping charges, and understand how PAX integrates with FedEx and UPS.

1. Overview

PAX integrates directly with FedEx and UPS, with USPS support coming soon. This allows you to generate shipping labels inside PAX without re-entering shipment data into carrier software.

2. Accessing the Shipping Module

From the dashboard:

Go to Shipping
Click Create/View Shipments

This opens a table of all orders that are ready to ship.

You can:

Click a row to view order details
See line items, shipped quantities, and open quantities
Create a shipment directly from this screen

3. Creating a Shipment

Step 1 - Select the Order

Click Create Shipment on the order you want to ship.

Step 2 - Review Shipment Details

PAX pulls information from the sales order:

Ship-to address
Shipping method
Carrier account number
Ship cost
Cost to customer

Enter the package weight for this shipment. Once weight is entered, the Generate Label button becomes available.

Step 3 - Edit Line Item Details

Adjust the following if necessary:

Ship quantity
Lot numbers (if applicable)

If the item is lot-tracked, PAX pre-selects the lot with the earliest expiration date and displays the quantity per-lot. You may select any lot number with existent inventory, however.

Step 4 - Generate the Carrier Label

Click Generate FedEx Label or Generate UPS Label (depending on the shipping method).

You will be prompted to enter:

Package dimensions
Optional signature requirement
Optional delivery instructions

PAX then generates the label and returns:

Tracking number
Shipping cost (if billed to your account)

Step 5 - Mark Up Shipping Charges (If Applicable)

If the shipment is billed to your carrier account:

PAX displays the carrier's quoted cost
You may enter a markup amount to charge the customer
This charge will appear on the customer's invoice

If the shipment is billed to the customer's account:

No shipping cost or markup is required

Step 6 - Finalize the Shipment

Click Create Shipment.

PAX will:

Generate a packing list
Record the shipment
Update the order's shipped quantities

The packing list includes lot and expiration details when applicable.

4. Viewing Recent Shipments

In the Recent Shipments tab, you can:

View shipment details
Generate packing list
Reprint shipping labels (if applicable)
Print return labels
Review tracking numbers
Confirm shipping charges

5. Frequently Asked Questions

1. How does PAX connect to FedEx and UPS, and what setup is required?

PAX connects to FedEx and UPS through their APIs.

To enable shipping:

Enter your FedEx or UPS account credentials in PAX Shipping Settings
Choose your label format (standard printer or thermal printer)

Once configured, you can generate labels directly in PAX.

2. What are the different shipping methods and when should I use them?

PAX supports multiple methods for each carrier, such as:

FedEx Ground
FedEx 2Day AM
UPS Ground
UPS Next Day Air

Shipping methods can be:

Billed to the customer's account
Billed to your account
Marked as free shipping

You can also use the Shipping Rates module to compare real-time carrier quotes before shipping.

3. How do I know which orders are ready to ship?

The shipping table shows all open orders with a ship-by date of today or earlier. Orders scheduled for future dates will not appear until their ship-by date arrives.

If an order is prepaid and payment has not been received, PAX displays a warning when you attempt to ship it.

4. How do I handle international shipments?

International shipments are created the same way as domestic shipments. PAX automatically generates the required export documentation, including:

Customs forms
Commercial invoices
Any required Electronic Export Information (EEI) filings

PAX guides you through the process before generating the label.

5. What if a customer receives a damaged package or wants to return an order?

You can generate a return label directly from the Recent Shipments screen.

Once the return arrives:

Process it through the Returns module
Issue refunds or credits as needed

A separate guide covers the full returns workflow.

6. How does PAX handle shipping costs, and are they added to invoices automatically?

When a label is generated:

PAX retrieves the actual carrier cost
The cost is inserted into the Shipping Cost field
You may mark up the cost to determine the Charge to Customer

If the shipping method is set to free shipping, PAX bills the shipment to your account but does not add any charge to the customer's invoice.

How to Ship Orders