How to Create FBM and DTC Shipments in the Portal

Created by Diana Miller, Modified on Fri, 3 May at 1:21 PM by Diana Miller

This guide will walk you through the simple steps of creating a Direct-To-Customer (DTC) order in the Portal.

We also have video instructions available here.

STEP 1: Log in to the Prep It Pack It Ship It portal.

STEP 2: Navigate to the "Outbound Shipments" tab and select "New Shipment" to proceed.

STEP 3: Select the "Shipment Name/Description" field, then enter a title using this format: "DTC - (Customer Name)".

STEP 4: Select the "Shipment Notes" field, and enter the customer's address and any instructions.

STEP 5: Select "Create Shipment"

STEP 6: Select "Add Items".

STEP 7: Find the Item in the drop-down list, or by using the search option.

STEP 8: Select the "Plus" button to add the item to the shipment.

STEP 9: Enter the number of units to be shipped. Leave the Expiry Date field blank.

Continue to add items to the shipment until complete.

STEP 10: Select "Outbound Shipments" to see your DTC Order. Your order is now in the queue for fulfillment by the warehouse. The team members fulfilling your order may add notes or comments, such as the order's tracking number, within the Warehouse Notes field.