The Shipment Enquiry is your central reporting tool for monitoring and managing all open shipments linked to your Sales Orders. This powerful feature gives warehouse staff complete visibility over shipment progress, tracking information, and delivery status in one convenient location.
Navigate to the Shipment Enquiry through your main menu: Reports > Sales > Shipment Enquiry. Use the Run button in the top right corner to generate your report with any filters you've applied. This ensures you're viewing the most current data based on your selected criteria. The Export dropdown menu allows you to download your shipment data in three formats: PDF, CSV, and XLSX.
Filtering the Shipment Enquiry
The Shipment Enquiry offers comprehensive filtering options to help you find exactly what you need.
Shipment Enquiry filter | Description |
Transaction Date | Use the drop-down menu to select which date the enquiry's date range filters will apply to:
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Date From | Set the start date to filter Shipments by the Transaction Date selected. |
Date To | Set the end date to filter Shipments by the Transaction Date selected. |
Sales Order Number | Filter Shipments by their originating Sales Order's transaction number. You cannot filter for a Sales Order if no shipment has been created for that order yet. |
Shipment Number | Filter Shipments by their transaction number. |
Shipment Status | Use the drop-down menu to filter Shipments by their current Shipment status:
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Shipping Warehouse | Use the multi-select dropdown menu to filter Shipments by the warehouse the Shipment is assigned. |
Printed | Use the drop-down menu to filter Shipments by whether they have been printed:
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Shipping Company | Use the drop-down menu to filter Shipments by the Shipping Company they are assigned. |
Tracking Number | Filter Shipments by their Tracking Number. The filter field supports partial matches. |
Customer Code | Filter Shipments by the code of the Sales Order's customer. |
Customer Name | Filter Shipments by the name of the Sales Order's customer. |
Customer Reference | Filter Shipments by the Sales Order's Customer Reference. The filter field supports partial matches. |
Understanding the Shipment Enquiry
The Shipment Enquiry displays your results as an overview per Shipment of your Sales Orders, providing insight into the Shipment's dispatching details.
Shipment Enquiry grid columns | Description |
Required Date | Displays the Shipment's Sales Order's Required Date. |
Dispatch Date | Displays the Shipment's Dispatch Date. |
Shipment | Displays the Shipment's transaction number. |
Sales Order | Displays the Shipment's Sales Order transaction number. |
Shipment Status | Displays the current status of the Shipment. |
Shipping Company | Displays the Shipping Company assigned to the Shipment. |
Customer Ref | Displays the Shipment's Sales Order's Customer Reference. |
Tracking Number | Displays the Shipment's Tracking Number. |
Customer Code | Displays the unique code of the customer the Shipment is being dispatched to. |
Customer Name | Displays the name of the customer the Shipment is being dispatched to. |
Shipping Warehouse | Displays the name of the warehouse where the Shipment is being dispatched. |
Action | Hover over the action cog icon to select one of the following actions for the Shipment:
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Hidden Columns
Use the Hidden Columns button in the Show Toolbar tab to personalize your grid display. Simply drag and drop columns between the visible area and the hidden columns box to customise your view.
Shipment Enquiry hidden columns | Description |
Contact Email | Displays the Shipment's customer's primary contact's email address. |
Contact Name | Displays the Shipment's customer's primary contact's name. |
Contact Phone | Displays the Shipment's customer's primary contact's phone number. |
Customer Type | Displays the Shipment's customer's assigned Customer Type. |
Printed | Indicates with a tick or cross icon whether the Shipment has been printed. |
Shipment Comments | Displays the text entered in the Shipment's Comments field. |
Customising your view
Drag any column header into the grey area above the grid to group your data by that field. Add multiple grouping levels and use the +/- icons to expand or collapse sections. This is particularly useful for analyzing data by customer, product group, or period.
Reorder columns by dragging headers, resize columns by dragging borders, and sort data by clicking column headers - first click for descending order, second click for ascending order.
To add a Hidden Column to the Shipment Enquiry's grid:
Go to Reports > Sales > Shipment Enquiry.
Click Show Toolbar.
Click Hidden Columns.
Drag a column header from the Hidden Columns list and drop it into the grid.
To remove a Hidden Column from the Shipment Enquiry's grid:
Go to Reports > Sales > Shipment Enquiry.
Click Show Toolbar.
Click Hidden Columns.
Drag a column header from the grid into the Hidden Columns list.
Grid Layouts
After customising your column layout, save it for future use:
Click on the Show Toolbar tab.
Select New.
Enter a unique name for the new layout.
Click Add.
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; just 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.
Default grid layouts
Initially, whenever you navigate to the Shipment Enquiry, the default grid layout "None" will be displayed.
To make one of your custom grid layouts the default view:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Default checkbox.
Click Save.
Share grid layouts
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:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Shared checkbox.
Click Save.
The layout will then be available to select from the Show Toolbar > Grid Layout menu when other users open the Shipment Enquiry page.
Shared layouts cannot be a default for another user's profile, but they can save the shared layout as a new layout in their own profile, then set that as their default. Any edits you make to your shared layout will not apply to their saved default version.