IN THIS ARTICLE

  • Shipments: Overview
  • Text Guide:
    • Navigate to the Shipments page
    • Filter by Customer

Shipments: Overview


A shipment is created when an order is fully or partially shipped. It contains all details of the order shipped or yet to be shipped. 


The Customer filter provides a list of shipments dispatched/yet to be dispatched to the selected customer.

TEXT GUIDE


Navigate to the Shipments page

  1. Click on the Orders tab in the main menu
  2. Select the Shipments tab from the drop-down list
  3. View a list of all shipments across orders, across entities




Filter by Customer

  1. Enter the first few alphabets of the customer name in the Customer field
  2. Select a customer from the drop-down list that appears


3. View a list of all shipments made to that customer




NOTE: Use the Customer filter in combination with ONE OR MORE of the following filters

a. Vendor: filter the listing further by a specific vendor supplying the material
b. Status: filter the listing further by the status of the shipment
c. Tracking ID: filter the listing further by the tracking ID of the shipment
d. From-To: filter the listing further by the shipments that have been created from a specified date until a specified date
e. From Expected Fulfilment-To Expected Fulfilment: filter the listing further to view only shipments that were fulfilled from a specified date until a specified date
f. Transporter: filter the listing further to view all shipments handled by a specific transporter