Creating a Transaction or Shipment in PortalX
You can create a Payment On Delivery transaction, a shipment with a label, or both, by hand in PortalX. Orders can also arrive automatically from your Shopify shop, from a CSV or Excel import, or through the QrX API.
Where to Start
Go to Transactions and click Create Transaction (or New Transaction / Shipment). The page is called "Create transaction / shipment". On a phone it becomes a step-by-step wizard: Order Info, Customer, Order Lines, Shipping, Review. You need the Create Transactions or Manage Shipping permission.
Required Fields
Order ID, Merchant Channel, an amount above 0, first name, last name, address line 1, postcode, city, country and at least one order line with a product name. If something is missing you see "Please fill in all required fields". Optional: shop order ID, currency, locale, email, phone, company, VAT number, a different billing address and the shipping address type (Business or Residential).
Order lines can be picked from your product catalog (Products > Catalog). You can save a filled-in form as a Template and reuse it.
Transaction Types
Payment: the consumer pays at the door. If your channel requires prepayment, the order starts as Require Payment.
No payment: shipping labels only, no payment.
OTP only: delivery is confirmed with a PIN, without payment.
Data only: stored for reference only, no payment and no test mode.
Test Mode
Switch on Test Mode ("Use PSP sandbox for payments") to create a test transaction; the button then reads Create Test Transaction. Test payments use the payment provider's sandbox and no real money moves. With a sandbox carrier account test mode is always on. In test mode the shipment cost is shown for reference only and is not charged.
Shipping and Labels
Switch on Create shipment/label with this transaction, then choose the shipping method and the sender address.
Add one or more parcels (colli) with dimensions in cm and weight in kg, or use a saved package preset. For customs lanes add the customs value and HS code. For UPS outside the EU, QrX also sends the HS code, origin and description of each order line, taken from the order line, the stock item or your default HS code. When the order has dangerous goods that its shipping method does not allow, the order is created but its label is not bought.
Send tracking updates to customer sends your Track & Trace notifications.
Print label is on by default; Print packing slip is optional.
Delivery options (UPS only): signature on delivery (none, signature required, adult signature), Direct Delivery Only and Saturday delivery. For QrX UPS Payment on Delivery, signature and Direct Delivery Only are always on because UPS requires them.
Channels packed by a fulfilment partner: no label is bought when you create the transaction, even with Create shipment/label on. The order goes to the partner's pack station, which buys and prints the label when it packs the order. Print label is skipped for these orders.
Shipment Cost Preview
The Shipment cost card shows the shipping price that applies to you: the base price plus any fuel surcharge and residential surcharge, making the final price. If the live fuel surcharge is not known yet, it says it is added when the label is created; the final surcharge can differ slightly on the carrier invoice. With your own carrier contract it shows "Own contract": QrX only creates the label and does not charge shipping.
Why Creating Can Be Blocked
"Transaction amount must be higher than the shipment cost.": raise the amount above the final shipping price.
"Shipment not allowed. Configure a customer shipping price before creating the transaction." or "No valid customer shipping price is defined for this shipment.": no shipping price is set up for this destination or method. Contact QrX to set up pricing.
"Cannot create shipment: this lane is not allowed...": this destination is not part of your shipping price agreement.
A maximum weight message: the parcel is heavier than your agreement allows.
What Happens After Creating
The transaction appears in the Transactions list. Payment links and labels are created in the background; you may briefly see badges like PSP Pending, PSP Creating or Label Creating. A payment link can wait up to 10 minutes for the final shipping price. If a payment link fails, QrX retries every minute automatically.
When to Contact Our Support Team
You see a shipping price or lane block and need pricing for a new country or method.
A badge stays on PSP Failed or Label Failed.
You want live payments activated after testing.