Create Your First Shipment

Create a shipment from the Hub and review its essentials in the short guide.

  • ForCompany users allowed to create shipments
  • Task timeAbout 3 min
  • Video1:19
  • Last checked2026-10-22

Overview

Only the shipment name is needed to create a shipment. You do not need to finish Setup first.

What you'll learn

  • Start a new shipment
  • Name and create it
  • Fill in the essentials in the short setup guide
  • Open the new shipment
1:19 · Captions are on by default. The video plays only when you press play.

Before you begin

  • A Company and permission to create shipments Create Your First Company
  • An active subscription with credits for your Company (see Plan & payments)

Step-by-step guide

  1. Check your plan and credits

    Creating shipments uses credits, so your Company needs an active subscription. A subscription adds credits to your Company every month. To see the available options, open Company, select Plan & payments, then See plans and prices.

    The Plan & payments tab with the See plans and prices button highlighted.
    Step 1

  2. Select New shipment

    On your Shipments page, select New shipment.

    The Shipments page with the New shipment button highlighted.
    Step 2

  3. Name the shipment

    Enter a Shipment name your team will recognise, such as the product and route, and select Create shipment once. It can take a few moments.

    The New shipment form with a shipment name entered and the Create shipment button highlighted.
    Step 3

  4. Review the essentials

    A short setup guide opens on Review essentials. Choose the Shipment type and enter the Origin and Destination countries.

    Review essentials with shipment type, origin and destination filled in.
    Step 4

  5. Choose the expected documents

    Tick the documents you expect for this shipment, then select Save essentials. Anything else can wait for Shipment Setup.

    The required documents with Bill of Lading, Commercial Invoice, Packing List and Certificate of Origin ticked, and Save essentials highlighted.
    Step 5

  6. Skip or add a Shipment user

    Adding a Shipment user here is optional; you can invite people later. Select Continue to finish.

    The optional Users and access step with Continue to finish highlighted.
    Step 6

  7. Open the shipment

    Shipment setup saved shows what you entered. Select Open Shipment Overview.

    The Finish step summary with Open Shipment Overview highlighted.
    Step 7

  8. See your shipment

    The shipment's Overview lists the documents you expect, ready to upload. The shipment also appears on your Shipments page.

    The new shipment's Overview with the expected documents listed as Not uploaded.
    Step 8

Expected result

Your shipment is created with its essentials saved. Its Overview lists the documents you expect, and it appears on your Shipments page.

Common issues

I can't create a shipment.
Creating shipments uses credits and needs an active subscription for your Company. Open Company, select Plan & payments, then See plans and prices to see the available options.
New shipment is not shown.
Your access does not allow creating shipments. Ask your Company administrator.
Creation takes a while.
Wait for the result and use Check again. Selecting Create shipment again can create a second shipment.

Next tutorial

Video + guide1 min videoWhat You Can Do After Creating a ShipmentThe starting points after creating a shipment, and what each one needs.

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