Integration design for Allocation and manifesting

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Creating a new shipment, allocating it to a scheduled carrier service, and then adding it to that service’s manifest is perhaps Sorted Shipment’s most basic use case. The Allocate and Manifest integration design makes it easy for your organisation to manage deliveries across multiple carriers.


The Allocate and Manifest design is most useful to your business if:

  • You have a warehouse / fulfilment centre from which your carriers make regular, scheduled collections.
  • You use a static delivery promise (e.g. Next day delivery before 5pm).
  • You want to keep your business logic and technology architecture as simple as possible.

There are six steps to the design:

  1. Create the shipment - Use the Create Shipment endpoint to record the details of your new shipment.
  2. (Optional) Add Paperless Documents - Use the Add Paperless Document endpoint to add documents to the shipment’s data.
  3. Allocate the shipment - Use the Allocate Shipment endpoint to assign your shipment to a suitable carrier service.
  4. Get the shipment’s labels - Use the Get Labels endpoint to get the delivery label for your shipment.
  5. (Optional) Get customs documents for the shipment - Use the Get Customs Documents to generate printable customs documents for international shipments.
  6. Manifest the shipment - Use the Manifest Shipment endpoint to send shipment data to the selected carrier.

This section gives more detail on each step of the design and provides worked examples.


Step 1: Create the shipment

Create shipments endpoint

  POST https://api.sorted.com/pro/shipments
  

The first step toward manifesting a shipment is to create that shipment using the Shipments API.

Shipments are created using the Create Shipment endpoint, which takes information about new shipments, adds them to the database, and returns a link to the newly-created shipment, including its {reference}. A newly created shipment has a {state} of unallocated.

As a minimum, the Create Shipments endpoint requires you to send details of the contents of the shipment and its origin and destination addresses. You must also specify whether the shipment is on_demand (i.e. will require an ad-hoc carrier collection to be booked) or scheduled (i.e. will be picked up as part of a regularly scheduled carrier collection).

Create shipments example

This example shows the creation of a fairly standard shipment. In this case, we have an outbound shipment comprising a single package.

After receiving the request, Shipments API returns a {reference} of sp_00595452779180472847666078547968. Many of Shipment’s functions require you to provide this shipment {reference} as a parameter.

Create shipment request

POST https://api.sorted.com/pro/shipments

  
{
    "shipment_type": "on_demand",
    "contents": [
        {
            "custom_reference": "b9fa91b0-0dd0-4dd5-986f-363fa8cb2386",
            "package_size_reference": null,
            "weight": {
                "value": 2.40,
                "unit": "Kg"
            },
            "dimensions": {
                "unit": "Cm",
                "width": 15.0,
                "height": 15.5,
                "length": 20.0
            },
            "description": "Jeans",
            "value": {
                "amount": 8.99,
                "currency": "GBP"
            },
            "sku": "SKU09876",
            "model": "MOD-009",
            "country_of_origin": "PT",
            "harmonisation_code": "09021000",
            "shipping_terms": "fca",
            "quantity": 2,
            "unit": "Box",
            "metadata": [
                {
                    "key": "Category",
                    "value": "Menswear",
                    "type": "string"
                }
            ],
            "label_properties": null,
            "Contents": null
        }
    ],
    "addresses": [
        {
            "address_type": "Origin",
            "contact": {
                "reference": "co_9953035290535460864",
                "title": "Mr",
                "first_name": "Mark",
                "last_name": "Brunell",
                "contact_details": {
                    "mobile": "+447495747987",
                    "email": "mark@62-7.com"
                }
            },
            "property_number": "1",
            "property_name": "Frank's Place",
            "address_line1": "Zappa Avenue",
            "address_line2": "Off Rock Road",
            "address_line3": "Off Heavy Crescent",
            "locality": "Manchester",
            "region": "Greater Manchester",
            "postal_code": "M2 6LW",
            "country_iso_code": "GB"
        },
        {
            "address_type": "destination",
            "custom_reference": "21bbd58a-6dec-4097-9106-17501ddca38d",
            "contact": {
                "reference": "co_9953035290535460865",
                "title": "Mr",
                "first_name": "Gardner",
                "last_name": "Minshew",
                "middle_name": null,
                "position": null,
                "contact_details": {
                    "landline": null,
                    "mobile": "+447495747987",
                    "email": "gminshew@test.com"
                }
            },
            "property_number": "8",
            "property_name": null,
            "address_line1": "Norbert Road",
            "address_line2": "Bertwistle",
            "address_line3": null,
            "locality": "Preston",
            "region": "Lancashire",
            "postal_code": "PR4 5LE",
            "country_iso_code": "GB",
            "lat_long": null
        }
    ]
}
  

Create shipment response

  {
  "reference": "sp_00595452779180472847666078547968",
  "message": "Shipment created successfully",
  "_links": [
    {
      "href": "https://api.sorted.com/pro/shipments/sp_00595452779180472847666078547968",
      "rel": "shipment",
      "reference": "sp_00595452779180472847666078547968",
      "type": "shipment"
    }
  ]
}
  


Step 2 (optional) Add paperless documents

Add paperless document endpoint

  POST https://api.sorted.com/pro/documents/paperless/{shipment_reference}
  

Paperless documents are customer-generated documents that are transmitted to carriers as part of a shipment’s data, as opposed to being generated separately by the carrier. They can help to make your workflows more efficient, reducing steps in the manifest process and enabling you to attach document data to a shipment directly.

You can add paperless documents to an unallocated shipment via the Add Paperless Document endpoint. As a minimum, Add Paperless Document requests should include the document’s file_format, document_type, and file_content (as a base64-encoded byte array). You can also add expiration and usage data if required.

Once it has received the request, the Shipments platform attaches the document to the specified shipment and returns a unique reference for the paperless document. You can use this reference to retrieve details of the paperless document (via the Get Paperless Document endpoint), or delete the paperless document entirely (via the Remove Paperless Document endpoint).

Add paperless document example

The example shows a successful request to add a commercial_invoice paperless document to shipment sp_00595452779180472847666078547968. Shipments has responded with a paperless document reference of pd_00797582543150236528252876881920.

Example add paperless document request

POST https://api.sorted.com/pro/documents/paperless/sp_00595452779180472847666078547968

  {
  "file_format": "pdf",
  "document_type": "commercial_invoice",
  "expiration": "2021-09-01T06:00:00+00:00",
  "file_content": (Base64 document data),
  "usage": "electronic_trade"
}
  

Example add paperless document response

  {
    "reference": "pd_00797582543150236528252876881920",
    "message": "Paperless Document pd_00797582543150236528252876881920 added successfully",
    "_links": [
        {
            "href": "https://api-int.sorted.com/pro/documents/paperless/pd_00797582543150236528252876881920",
            "rel": "self",
            "reference": "pd_00797582543150236528252876881920",
            "type": "paperless_document"
        },
        {
            "href": "https://api-int.sorted.com/pro/shipments/sp_00797580869643167594270016798720",
            "rel": "shipment",
            "reference": "sp_00797580869643167594270016798720",
            "type": "shipment"
        }
    ]
}
  


Step 3: Allocate the shipment using default rules

Allocate shipment

  PUT https://api.sorted.com/pro/shipments/{reference}/allocate
  

To allocate a shipment based on your organisation’s custom allocation rules, use the Allocate Shipment endpoint. Shipments enables you to configure custom allocation rules for individual carrier services - such as valid package dimensions, maximum shipment value, and geographical availability - via the UI.

Once the request is received, the Shipments platform uses your shipping rules and modes to ascertain the most suitable carrier service for the shipment, and then allocates the shipment to that service. The system then returns an Allocate Shipments Response.

Allocate shipments with default rules example

The example shows a successful request to allocate a shipment with a {reference} of sp_01017652898121961272041674506240 via the Allocate Shipment endpoint. Shipments has selected a service and returned tracking_references for the shipment.

Allocate shipment request

  PUT https://api.sorted.com/pro/shipments/sp_01017652898121961272041674506240/allocate
  

Allocate shipment response

  {
    "shipment_reference": "sp_01017652898121961272041674506240",
    "state": "allocated",
    "price": {
        "net": 2.00,
        "gross": 2.00,
        "taxes": [
            {
                "rate": {
                    "reference": "FF_DPD_Next_Day_103386",
                    "country_iso_code": "GB",
                    "type": "Zero",
                    "value": 0.0000
                },
                "amount": 0.000000
            }
        ],
        "currency": "GBP"
    },
    "message": "Shipment sp_01017652898121961272041674506240 has been allocated successfully",
    "carrier": {
        "reference": "FF_103386_DPD",
        "name": "DPD",
        "service_reference": "FF_DPD_Next_Day_103386",
        "service_name": "DPD Next Day (Parcel)"
    },
    "tracking_details": {
        "contents": [
            {
                "reference": "sc_01017652898121961272041674506241",
                "tracking_references": [
                    "15503566052622"
                ],
                "_links": []
            },
            {
                "reference": "sc_01017652898121961272041674506242",
                "tracking_references": [
                    "15503566052623"
                ],
                "_links": []
            }
        ]
    },
    "_links": [
        {
            "href": "https://api-int.sorted.com/pro/shipments/sp_01017652898121961272041674506240",
            "rel": "shipment",
            "reference": "sp_01017652898121961272041674506240",
            "type": "shipment"
        },
        {
            "href": "https://api-int.sorted.com/pro/labels/sp_01017652898121961272041674506240/pdf",
            "rel": "label",
            "reference": "sp_01017652898121961272041674506240",
            "type": "label"
        },
        {
            "href": "https://api-int.sorted.com/pro/labels/sp_01017652898121961272041674506240/zpl",
            "rel": "label",
            "reference": "sp_01017652898121961272041674506240",
            "type": "label"
        },
        {
            "href": "https://api.sorted.com/pro/documents/sp_01017652898121961272041674506240",
            "rel": "customs_documents",
            "reference": "sp_01017652898121961272041674506240",
            "type": "all"
        }
    ],
    "correlation_id": "3ba8481a-7dfc-49ab-8502-e58f98f8fac2.SAPI_28e18db6-2be3-45af-89d7-0e9bb72ae0f2",
    "details": [],
    "excluded_services": [
        {
            "carrier": {
                "reference": "FF_FedEx_2Day_977086833",
                "name": "FedEx 2 Day",
                "service_reference": "FF_FedEx",
                "service_name": "FedEx"
            },
            "exclusion": {
                "reason": "This service is not available for the selected collection/delivery dates.",
                "code": "ex_availability"
            }
        },
        {
            "carrier": {
                "reference": "FF_FedEx_2Day_ASR_977086833",
                "name": "FedEx 2 Day",
                "service_reference": "FF_FedEx",
                "service_name": "FedEx"
            },
            "exclusion": {
                "reason": "This service is not available for the selected collection/delivery dates.",
                "code": "ex_availability"
            }
        }
    ],   
    "applicable_documents": []
}
  


Step 4: Get shipment labels

Get labels endpoint

  GET https://api.sorted.com/pro/labels/{shipmentReference}/{contentType}/{dpi}
  

When a shipment is allocated, the Shipments platform generates labels for each item of contents in that shipment. You can retrieve these delivery labels via the Get Labels endpoint.

The Get Labels endpoint takes shipment {reference}, {contentType}, and {dpi} as path parameters, where {reference} is the unique reference of the shipment you want to get labels for, {contentType} is an optional property indicating the file format required (either PDF or ZPL), and {dpi} an optional property indicating is the resolution required. Shipments API returns all package labels associated with that shipment as a base64-encoded byte array that decodes to the format and resolution requested.

Get labels example

The example shows a request to get PDF labels for a shipment with a {reference} of sp_00668400124857422605561635799040. The file data in the response has been truncated for clarity.

You will need to decode the file’s Base64 data in order to view or print the label. If you are unsure how to do so, see the MDN docs for more information.

Example get labels request

  GET https://api.sorted.com/pro/labels/sp_00668400124857422605561635799040/pdf
  

Example get labels response

  {
  "file": (Base64 file data),
  "content_type": "text/plain",
  "document_type": "label",
  "dpi": 203
}
  


Step 5 (optional): Get customs docs

Get customs documents endpoint

  GET https://api.sorted.com/pro/documents/{shipment_reference}
  

When shipping internationally, Shipments automatically determines whether customs documentation is necessary for a shipment, and generates documents where required. You can retrieve customs documentation via the Get Customs Documents endpoint.

The Get Customs Documents endpoint takes a shipment {reference} as a path parameter. If CN22/CN23 or commercial invoice documents exist for the specified shipment, then Shipments returns these documents as a base64-encoded byte array that decodes to a PDF document.

You will need to decode the file’s Base64 data in order to view or print the documents. If you are unsure how to do so, see the MDN docs for more information.

Get customs documents example

This example shows a Get Customs Documents response for shipment sp_00670175533382557003917067812864. Shipments has returned a CN22 document.

Get customs documents request

  GET https://api.sorted.com/pro/documents/sp_00670175533382557003917067812864
  

Get customs documents response

  {
  "file": {Base64 file contents},
  "content_type": "application/pdf",
  "document_type": "cn22",
  "dpi": 203
}
  


Step 6: Manifest the shipment

Manifest shipments endpoint

  PUT https://api.sorted.com/pro/shipments/{reference}/manifest
  

Once you’ve created a shipment, allocated it to a carrier service and printed labels for it, you’re ready to manifest it. To manifest a shipment, use the Manifest Shipment endpoint. The term “manifesting” refers to collating, formatting and transmitting the shipment data to carriers.

The Manifest Shipment endpoint enables you to manifest an individual shipment. Once Shipments API has received the request, it attempts to manifest the specified shipment and returns a manifest_result containing a unique reference for the manifest item and details of the carrier and service that the shipment was manifested with.

Manifest shipment example

The example shows a successful request to manifest shipment sp_00673267200365953327505217421312.

Manifest shipment request

  `PUT https://api.sorted.com/pro/shipments/sp_00673267200365953327505217421312/manifest`
  

Manifest shipment response

  {
  "results": [
    {
      "reference": "ma_00673536672211162995858760007680",
      "carrier": {
        "reference": "XPDI",
        "name": "XPD International",
        "service_reference": "XPDISU",
        "service_name": "XPD International Supreme"
      },
      "message": "Shipment sp_00673267200365953327505217421312 manifested with XDP Worldwide successfully",
      "state": "manifested",
      "shipment_count": 1,
      "_links": [
        {
          "href": "https://beta.sorted.com/pro/shipments/sp_00673267200365953327505217421312",
          "rel": "shipment",
          "reference": "sp_00673267200365953327505217421312",
          "type": "shipment"
        }
      ]
    }
  ]
}