Shipping an Order

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

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

Important: You can only mark an order “Shipped” if it has a “Paid” status.

Checking the Shipment Details

  1. In a “Paid” order’s Detail page, scroll down to the Packages section.

  2. Check the shipment details, such as the Shipping Method, Warehouses, and Shipping Address.

    Package details
  3. If any details need to change, click the Edit button to navigate to the Edit Package page.

    Edit button
    Edit Package page

    Otherwise, you can change the status.

Changing the Status

  1. If the details of the shipment are set, click the Mark Shipped button.

    Mark Shipped button
  2. In the pop-up, enter the Carrier delivering the shipment.

    Mark Package Shipped pop-up window
  3. Enter the Tracking Number, if available.

  4. 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.

Shipped status

Note: 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:

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.
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