Help
Click one of the topics below to learn about how to use the web portal
The Inventory page allows you to search, filter and export your current inventory.
Searching Inventory
- Enter any (optional) search criteria
- The percent sign (%) is a wildcard character
- Click Searh
Filtering Results
- Perform the steps from Searching Inventory above
- Enter the filter in the Filter box in the upper right corner of the results
Exporting Inventory
- Perform the steps from Searching Inventory above
- Click Export
- Open the .csv file
Paging
- Perform the steps from Searching Inventory above
- Change the number of records displayed by clicking the drop down in the upper left of the results
- Navigate to a different page by clicking the Next or Previous buttons in the lower right corner of the results
The Transactions page allows you to search, filter and export transaction history.
Searching Transactions
- Select a date range
- Enter any (optional) search criteria
- The percent sign (%) is a wildcard character
- Click Searh
Filtering Results
- Perform the steps from Searching Transactions above
- Enter the filter in the Filter box in the upper right corner of the results
Exporting Transactions
- Perform the steps from Searching Transactions above
- Click Export
- Open the .csv file
Paging
- Perform the steps from Searching Transactions above
- Change the number of records displayed by clicking the drop down in the upper left of the results
- Navigate to a different page by clicking the Next or Previous buttons in the lower right corner of the results
The Ship To page allows you to ship items to Swafford and schedule a pickup (if necessary).
Entering Items
- Enter the information for each item you will ship to Swafford
- Click the Cart button to review items
- Click Continue once all items are entered
- Click Cancel Order to cancel the order
Carrier Details
- Select Swafford if you would like for Swafford to pick the load up
- Select Other if you have a different carrier
- Enter additional information
- If Swafford is the carrier the following information is required:
- If you have a different carrier the following information is required:
- Carrier Name
- Delivery Date
- Click Continue once all information is entered
- Click Back to return to the previous page
Review Your Order
- Review the order information
- Click Back to return to previous pages
- Click Cancel to cancel the order
- Click Place Order to place your order
You will receive an email confirmation for the order
Pack List
After the order is place you may print a pack list
- Click Pack List on the order confirmation page.
The Ship From page allows you to ship items from Swafford and schedule a shipment.
Picking Items
- Enter any (optional) search criteria
- The percent sign (%) is a wildcard character
- Click Searh
- Click the green plus sign to add an item to the order
- Click the Cart button to review items
- Click Continue once all items are entered
- Click Cancel Order to cancel the order
Shipping Address
- Select an address to ship to
- To add a new address click the New Address button and enter the address info
- Click the Cart button to review items
- Click Continue once all items are entered
- Click Back to return to the previous page
Carrier Details
- Select Swafford if you would like for Swafford to pick the load up
- Select Other if you have a different carrier
- Enter additional information
-
If Swafford is the carrier the following information is required:
-
If you have a different carrier the following information is required:
- Carrier Name
- Delivery Date
- If you have a document to include with the order (like a bill of lading) click the Browse button and attach your document
- Click Continue once all information is entered
- Click Back to return to the previous page
Review Your Order
- Review the order information
- Click Back to return to previous pages
- Click Cancel to cancel the order
- Click Place Order to place your order
You will receive an email confirmation for the order
The Ship History page allows you to search, view and export shipments to and from the Swafford warehouse.
Searching Shipments
- Select a date range
- Enter any (optional) search criteria
- The percent sign (%) is a wildcard character
- Click Searh
Viewing Order Items
You may view the items on the shipment
- Click the button the the Items column
Filtering Results
- Perform the steps from Searching Shipments above
- Enter the filter in the Filter box in the upper right corner of the results
Exporting Shipments
- Perform the steps from Searching Shipments above
- Click Export
- Open the .csv file
Paging
- Perform the steps from Searching Shipments above
- Change the number of records displayed by clicking the drop down in the upper left of the results
- Navigate to a different page by clicking the Next or Previous buttons in the lower right corner of the results