In this article you will find instructions for creating a shipment, notifying of a delay, and using a tracking and return code.
Create a shipment
- To ship an order, click "Create shipment" in the order view. You can make one or more shipments from one order.
In the window that opens, choose which order lines to add to that shipment. By default, all order lines appear in the window. If you set a line's quantity to 0, you can exclude it from that shipment.
- When done, click "Create shipment".
- In the window that opens, select the lines of the order that are late and give them a new shipping date by filling it in the "New date" field.
- Finally, click "Inform delay".
After creating the shipment, you can print the packing list for the shipment and add it to the package going to the customer. If you wish, you can also send the packing list to the customer by email.
If you use a packing list, it must be included in the package.
If you print the packing list before making the shipment, it can be used by warehouse employees when collecting the items for shipment. Then all the products are displayed there.
Tracking and return code
When the shipment is marked in the system, it must also be marked with a tracking and return code. Add a code by clicking "Add tracking code" for shipment:
When adding a tracking code, you can send your customer a delivery confirmation, which automatically sends the tracking code to the customer. You can also send the tracking code to the customer via email thru your own system such as Shopify.
NOTE The order goes into "Delivered" status only when all lines of the order have been delivered and a tracking code has been provided for all shipments. Adding the tracking code is mandatory.
When all the lines of the order have been delivered, the "Awaiting products" section disappears and the order show the shipments made in their own boxes.