Shipping an Order

Learning Experience Team

March 06, 2020 16:34

Admin: Corporate Admin
Page: Associate Detail > Order History > Order Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/OrderDetail?order=[ORDER_NUMBER]&id=[ASSOCIATE_ID]
Permission: EditAssociateOrder()

On an order’s Detail page, you can change the order status to "Shipped".

You can only mark an order "Shipped" if it has a "Paid" status.

Checking the Shipment Details

In a "Paid" order’s Detail page, scroll down to the Packages section.
Check the shipment details, such as the Ship Method, Ship By Date, Warehouse, and Ship To address.
If any details need to change, click the button to navigate to the Edit Package page.

Otherwise, you can change the status.

Changing the Status

If the details of the shipment are set, click the Mark Shipped button.
In the pop-up, enter the Carrier delivering the shipment.
Enter the Tracking Number, if available.
Click the Mark Shipped button to confirm the shipment.

The pop-up closes, and the order status changes to "Shipped". The customer will receive a shipping confirmation email with the tracking number.

If all an order’s packages haven’t shipped, the order status will be "Partially Shipped". For more info, see Package Group in Configuring Inventory Item Data.

The following fields update with a "Shipped" status:

Ship By Date is now labeled as Date Shipped. Displays the date you changed the package status.
Carrier and Tracking display information added in the Mark Package Shipped pop-up.