Licence holders track the progress of a shipment by changing the shipment's status though the Status drop-down menu. At present, a shipment's status does not update automatically, so you must manually adjust a shipment's status as it enters each stage.
This process differs slightly if marking a shipment as Shipped or Delivered.
Required permission(s): sales_order_read, shipment_read, shipment_update
- In the Wholesale application, open the Sales Orders tab. It should be open by default.
[img sales-order-index] - Select a Sales Order to open the Sales Order's Profile.
[img sales-order-profile-unpackaged] - Open the Shipments tab.
[img shipments-tab] - Select a shipment to open the Shipment's Profile.
[img shipment-profile] - In the Overview section, open the Status drop-down menu and select a new status.
- Click Save to change the shipment's status.
- Note: There are special conditions associated with marking a shipment as Shipped, Delivered, or Cancelled, and these will appear on a confirmation modal. Read through the conditions before confirming the status change.
From a Shipment's Profile, you can also Download a Shipment Invoice or Download a Packing Slip.