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.
/Managing Orders/Shipping an Order/CA-OrderDetail-ShippedStatus.png)
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:
/Managing Orders/Shipping an Order/CA-Packages-CarrierandTracking.png)
-
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.
Comments
Please sign in to leave a comment.