Creating high-quality Inbounds will help expedite the receiving of your items and avoid issues that may lead to delays. The step by step instructions and video below will demonstrate how to create Inbounds.

 

• Choose a Shipment Method
• Submit for Approval
• Create Shipping Documents

 

Video Walkthrough

Video Timestamps
Jump directly to a specific part of the Video:

0:00	First Steps
1:00	Ship From
1:17	Adding SKUs
1:42	Adding New SKUs
5:16	Shipment Method
5:39	Packing Information
6:35	Conversations Feature
7:06	Barcode Labels
7:30	Shipping Documentation
7:51	Mark In Transit
8:05	Received Notes

 

 

Step 1: Submit for Approval

1. In the top navigation, go to Work Orders > Inbounds.

 

2. On the Assigned to Partner tab, click Add New Inbound.

 

3. Create a unique Inbound Name and choose an Estimated Ship Date.

 

4. Add the Ship From (origin) address. If inventory is shipping from multiple locations, you must create separate inbounds for each.

 

5. Enter the Pickup Hours, and let us know if the pickup location requires a Liftgate or has any Limited Access requirements.

 

6. Click Add Item to add products to the inbound using one of these methods:

• Enter a SKU and/or Barcode and click Add Item.
• Leave both fields blank and click Add Item to open the search window.
• In the search window, use the top filters to find items and select multiple SKUs via checkboxes to add them in bulk. 
• If you don’t see an item on the list, click the Add New Product button to create the SKU in Cahoot.

 Tip: When filtering the search window, only use one filter at a time for best results.

 

7. If a Barcode is missing you will see an Edit Product link.

• Click Edit Product to open the Product Editor.
• Add the barcode value in the Product Editor.
• Continue completing the inbound without refreshing the page.
• Save or Submit the inbound - barcodes will update automatically.
  
  Important: Do not refresh the page after adding barcodes or you will lose your progress. 
  

 

 

10. Enter the Quantities of each SKU that you're shipping to Cahoot.

 

Note: If you are sending custom packaging or shipping supplies to Cahoot, first create the packaging in your account settings, then add them to your inbound under the Packaging section. 

 

 

Choose a Shipment Method 

 

11. Enter the Shipment Method and how much Shipment Insurance you need, if any.

• Small Parcel: Shipping in boxes 
• LTL: Less than 8 pallets
• FTL: More than 8+ pallets
• Container: Ocean freight 

 

 

12. Enter the Packing Information.

• Click the Add Box/Pallet button.
• Enter Box or Pallet Dimensions (Length, Width, Height, in inches) and Weights (in pounds) for each. The total shipment weight will be summed automatically. 
• Add the Quantity and enter the Cargo Description.

 

13. Check the box to Certify that your inventory will arrive prepped according to the Prep Guidelines.

 

14. Select Submit Inbound and click Yes to confirm.

 

15. After you Submit the Inbound for approval, use the conversation panel to add a message requesting approval for the inbound. All communication related to the inbound should go through the conversations panel. 

 

 

Step 2: Inbound Approved 

You will be notified via conversation once your inbound is approved. Follow these steps to get your inbound in transit with the carrier. 

 

1. Create & Print the Shipping Documents.  

• For Boxes (Small Parcel): Follow the steps in our Creating Small Parcel Shipping Labels for Inbounds article.
  
  
• For Pallets (LTL Freight): Follow the steps in our Schedule LTL Freight for Inbound Shipments article.
  
  
• For Full Truck Load (FTL) or Container: Cahoot will schedule the pickup and notify you once the BOL is ready. 

 

3. Print the Packing Slips so we know what's inside each box or pallet. 

• Click the Download Box and Pallet Labels button in the Packing Information section.
• Enter the SKU, Item Name, and Quantities that are inside each box.
• Print and affix the labels to the outside of each carton or pallet.

 

Note: If additional documents are needed (e.g. Inbound Summary or Barcode Labels), you can Print them using the Other Actions drop down.

 

4. After the shipment is picked up from your warehouse, come back to the Inbound and click Mark as In Transit.

 

5. You will be notified via Conversations message when your inbound is received and SKUs are live so you can update your sales channel listings accordingly.

 

 

 

Shipping with Own Carrier Labels

If you are scheduling the pickup on your own carrier accounts, follow these steps.

 

1. Make sure Own Carrier Labels is selected for Shipment Method.

 

2. Enter the Estimated Arrival Date.

• Click Other Actions > Edit Inbound.
  
  
  
• Add the Est. Arrival Date and click Save. 
  
  

 

3. Add the tracking information (Tracking Number & Tracking URL). Receiving will be delayed if you do not add the tracking information.