Use the available Shipment statuses to display a Shipment's progress through the sales process. By differentiating your shipments by status, your picking, packing, and dispatching teams can keep up to date with each shipment's progress and avoid delays.
Update a Parked Shipment's status
When initially created, Shipments will be created in a Parked status. Update the Shipment to Placed status to confirm it's ready to start the picking, packing, and dispatching process using the following steps:
In the Shipment, select Place or use the Save dropdown menu to select Placed.
Update a Placed Shipment's status
Placed Shipments can be re-saved as one of the following statuses, before Dispatch, to help differentiate your shipments by their current stage:
Parked
Placed
Picking
Picked
Packed
To apply the updated status in the Placed Shipment directly, see the following steps:
Open the Sales Shipment.
Click on the Save drop-down menu
Select the new status from the options available.
Review each Shipment's status in Sales > Orders > View Shipments.
Update Shipment Statuses in bulk
Change multiple shipments' statuses in a single action, using the Change Status in the View Shipments page:
From the main menu, go to Sales > Orders > View Shipments.
Use the filters available to refine which Shipments have populated.
Use the checkboxes available to select multiple Shipments.
Hover over the Action Cog header.
Select Change Status.
A pop-up window, Update Status, will appear where you can select a New Status from the dropdown field.
Select Change Status, and the selected shipments will update to reflect the new status.