The View Shipments page serves as your central hub for managing and monitoring all shipments in your account. This page allows you to track shipments through each stage of the fulfillment process, from initial creation to final dispatch. Use the comprehensive filtering options to quickly locate specific shipments, perform bulk actions to streamline your workflow, and customize your view to display the information most relevant to your operations.

To access the View Shipments page, navigate to Sales > Orders > View Shipments from your main menu.

By default, the View Shipments page will list all Shipments with an "open" status, meaning Shipments with either Parked, Placed, Picking, Picked, or Packed status, in descending order of their Shipment Number.

Use the filter fields available at the top of the View Shipments page to specify which Shipments should be displayed, making it easier for you to review and update them.

The detail that's displayed per Shipment in the View Shipments page is determined by column headers that are included in the page's grid layout.

The columns that are displayed by default in your View Shipments page are described in the table below.

There are additional columns you can display on the View Shipments page, which can be found in the Show Toolbar tab's Hidden Column. Drag and drop the column header from the Hidden Columns pop-up window into your grid's layout to populate the column's detail per Shipment in your view.

Customize how Shipment details are displayed by adjusting the column widths, dragging and dropping columns into their preferred position, and clicking on the header to sort the Shipments into ascending or descending order. You can also drag and drop column headers into the grey space above the other column headers to group Shipments by that column's detail, in an expandable format.

After customizing your column layout, save it for future use:

The layout will now be saved to your user profile, only available to select from the Show Toolbar's Grid Layout drop-down menu.

Edits can be made to your custom grid layout at any time; click Save in the Show Toolbar options after you've made the necessary adjustments. Similarly, custom grid layouts can be removed by clicking Delete in the Show Toolbar tab.

Initially, whenever you navigate to the View Shipments page, the default grid layout "None" will be displayed.

To make your custom grid layout the default view:

If you've created a grid layout that other users in your account would benefit from using, you can make it available to their user profiles too:

The layout will then be available to select from the Show Toolbar > Grid Layout menu when other users open the View Shipments page.

Whilst the View Shipments page can be used to provide an overview of shipments created for your Sales Orders, you can use the actions and functions available in the View Shipments page to progress them through your dispatch processes.

You can perform bulk actions by ticking the checkbox of all relevant Shipments on the page, then hovering over the grid header's action cog icon to select the appropriate action. Alternatively, you can hover over the action cog in the Shipment's row to apply the action to the individual Shipment.

To change multiple Shipments to the same status:

From the action cogs in the View Shipments page you can print each Shipment's Picklist, Ship Note, and Commercial Invoice, if International Commerce Codes is enabled. The Picklist, Ship Note, and Commercial Invoice Doc Designer template selected in each Shipment will be used to generate the PDF document that's downloaded when selected to print.

You also have the option to print a Combined Picklist, a PDF document that consolidates all product quantities that require picking from the Shipments selected into a single document.

To create an Invoice for a customer, based on the product quantities that have been included on a Shipment, select the Create Invoice option in the bulk or individual action cogs. When selected, a new Parked status Invoice will be created, populated only by the products and quantities included on the Shipment it was created from. The Invoice will be displayed in the Invoices tab on the Shipment's Sales Order.

When the Shipment's stock has left your warehouse and is out for delivery, update the Shipment's status to Dispatched by selecting "Dispatch" in the bulk or individual action cog menu. Provided there is sufficient Stock On Hand (SOH) available, the Shipment's status will update the "Dispatched".

After the Shipment is in Dispatched status, no further edits can be made to the products or quantities on the Shipment, and the Shipment cannot be deleted or undone.

Whilst a Shipment is in an open status, it can be deleted. Select "Delete" in the View Shipment's action cog menu to close the Shipment without it changing your SOH. The Shipment will still be logged against its originating Sales Order, for reporting purposes, but it cannot be edited or reactivated and will not impact your inventory's SOH or availability.