IN THIS ARTICLE

  • Shipments: Overview
  • Text Guide:
    • Navigate to the Shipments page
    • Filter by From & To Expected Fulfilment Date

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 expected fulfilment date filter provides a list of shipments which were fulfilled within the specified start (from) and end (to) date. 

TEXT GUIDE


Navigate to the Shipments page

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



Filter by From & To Expected Fulfilment date

  1. Click on the down arrow button to view additional filters


2. Click on the From Expected Fulfilment field and select a date on the calendar, to view fulfilled shipments from the selected date




3. Click on the To Expected Fulfilment field and select a date on the calendar, to view shipments fulfilled until the selected date


4. View a list of only those shipments that fulfill the chosen date criteria




 NOTE: Use the FromExpected Fulfilment and To Expected Fulfilment date filter in combination with ONE OR MORE of the following filters:

a. Customer: filter the results further by a specific customer to whom material has been/yet to be shipped

b. Vendor: filter the results further by a specific vendor who has created/dispatched the shipment 

c. Status: filter by status of the shipment: pending, shipped, fulfilled, cancelled

d. Tracking ID: filter results by the tracking ID of the shipment

e. From - To: filter the results to view shipments that were created from a specified date until a specified date

f. Transporter: filter results to view all shipments handled by a specific transporter