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View Shipments


After you create Shipments in Unleashed, you can use the View Shipments page to view and manage them.

View Shipments page

Access the View Shipments page by heading to the main menu, then under the Sales, Orders section select View Shipments

Filter fields

At the top of the View Shipments page, there are various fields you can use to filter which Shipments populate in the grid below. 

  • Status: The status of the Shipment, by default the page will be filtered to Open. 
  • Shipment Number: A free-text field which will filter all shipments to show only those that include the text provided in the Shipment's reference number. 
  • Customer: Use the customer's Code or Name to allocate a Customer filter, populating their shipments only.
  • Shipping Warehouse: Use the dropdown menu to filter the shipments by the warehouse they're dispatching from.
  • Transaction Date: Select to filter by either Required or Dispatch Date.
  • Date Range: Enter the date ranges Shipments should populate for, based on the selected Transaction Date. 
  • Customer Reference: Filter the Shipments based on the Customer Reference provided in their original Sales Orders. 
  • Delivery Method: Use the drop-down menu to filter the Shipments based on the Delivery Method allocated in the Sales Order.
  • Sales Order Number: A free-text field that will filter the Shipments based on any Sales Order number including the text provided. 
  • Shipping Company: Filter the Shipments by the Shipping Company selected in the drop-down menu available. 
  • Tracking Number: A free text field that will populate any Shipment that includes the text provided in the Shipment's tracking number field. 
  • Printed: Filter the Shipments based on them being printed (Yes) or not (No). 

Header column descriptions

The columns that populate in the View Shipments page have been detailed below, but the layout can be customised and alternatives set as the default view instead. For more details, see How to create and share default grid layouts.

  • Action Cog: Use the check boxes to select multiple shipments, then hover over the Action Cog to select from the following options:

    • Select All
    • Select None
    • Assign Oldest Batch Numbers 
    • Assign Oldest Serial Numbers
    • Change Status
    • Print Picklist
    • Print Combined Picklist (uses the Shipment Warehouse)
    • Print Ship Notes
    • Create Invoices (creates invoices based on the Shipment's content)
    • Dispatch
    • Print Commercial Invoices (if International Commerce Codes is enabled) 
    • Delete 
  • Shipment No.
  • Sales Order No.
  • Required Date
  • Dispatch Date
  • Status
  • Shipping Warehouse
  • Shipping Company
  • Tracking Number
  • Customer Code
  • Customer Name
  • Customer Ref
  • Actions:

    • Edit
    • Print Picklist
    • Print Ship Note
    • Print Commercial Invoice (if enabled)
    • Email Picklist
    • Email Ship note
    • Create Invoice
    • Dispatch
    • Delete

Hidden Columns

The additional headers available to include on the View Shipments page are:

  • Contact Email
  • Contact Name
  • Contact Phone
  • Created By
  • Created On
  • Incoterm
  • Item Count
  • Last Modified By
  • Last Modified On
  • Line Count
  • Nature of Transaction
  • Number of Packages
  • Printed
  • Shipment Comments
  • Shipment Weight
  • Total Volume
  • Total Weight
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