Projects Overview

Below, Join Kenia, Account Manager, and Sandra, Client Support Specialist, as they showcase the new Projects enhancements.

Projects are useful in many different ways - from kitting your products to adding additional paperwork or simply gathering some new photos of your products, Projects are used when the normal pick and pack solution doesn’t fit your needs. If you’re looking for more attention to detail for a big shipment to a retailer, our amazing Project teams can get it done.

Here’s a few situations where a project should be created:

There are more than 100 items (in Chicago or LV) or 50 items (in Toronto) in the order

There are specific instructions to be followed that go outside the normal circumstances (ex. Please unbox SKU A to create SKU B and ship out)

An action is required for product that cannot be completed via normal processes (please take photos of SKU A, please check expiry dates)

 

Creating a Project

Under the Projects section from the main menu, you’ll be brought to the main projects page. If you’ve created projects before, they will be listed already and can be filtered from the right hand side by warehouse location, status or project type. On the left, you can search by specific information to locate a project, such as project ID or project name:

To create a project, choose the Create button in the top right:

From the Create Project page enter the following information: 

• Project type, 
• Name of your project
• The warehouse location where the project should be completed, 
• A brief description of the project, 
• Shipment ID ( if applicable) 

A reminder that if you are kitting SKUs (ex. SKU A + B = SKU C) shipping product or pulling products from inventory you must have a shipment added to your project. 

• Requested completion date 

Please note that a date may not be available for you depending on what is already in the projects queue. If you need a specific date or a project is urgent, please speak to your account manager or reach out to the project support team at projects@shipfusion.com for assistance. Our team will do their best to accommodate your requests.

Once this has been done, select the Create button:

Once you’ve selected Create. A new page will appear to create a task list. 

You can select a task list from the drop down of preset lists you’ve created or create a new list 

On this page you are also given the option to add a shipment ID if this step wasn’t completed on the page prior.

If you need to add attachments to a task, a pencil icon will appear on the right hand side once the task list has been completed. 

From there a new page will appear and you’ll see an edit button on the right side of each task. 

• Select edit and you’ll be given the opportunity to either edit the task or add an attachment

On the project overview page you can add Followers to stay updated on your project under the Followers section. Just start typing their name and select the person’s name in question.

After the project details have been reviewed and it’s ready to be submitted, please click the green submit button on the top right. 

• A pop up will appear asking if you’re sure you want the project submitted. Proceed to select “ Yes, please ” 

 

You’ll notice the project status will be updated to “ submitted “

You’ve officially submitted a project! 

This will submit the project to the projects team, who will review your project. If any clarification is needed, or more information is required, they will reach out to you via email from Projects@shipfusion.com

 

 

 Frequently asked Questions

• How long does it take a project to be completed?

This depends on a variety of factors, such as the scope of the project, volume of items, complexity, and how busy the team is with other projects. The average project completion is 3-5 business days of lead time (once submitted/approved)

• Can I expedite my project?

We make every effort to accommodate! Please reach out to Support with dates and timelines.

• Can you provide the signed BOL for my shipment?

Once the shipment has been picked up and signed for, a team member will attach a signed copy of your BOL to your project. Please note this is also available under the attachments section of the project's corresponding shipment ID.

• I have a question/concern about a project, who do I contact?

You can create a Support ticket or a project, or you can email projects@shipfusion.com. Please make sure to provide your project ID/shipment ID and any other further information that will help the Support team assist you (ex. SKU names, quantities)