The Shipping module manages outbound deliveries, package tracking, and shipping documentation.
Pre-requisites
Inventory Link: Items must exist in inventory to be properly manifested
Ship Ticket Requirement: A shipping ticket must be linked to create and manage manifests
Shipping List View
Filter Buttons
New
Newly created shipping records awaiting processing
Working
Shipments currently being prepared
Approved for Shipping
Records ready for carrier pickup
In Transit
Active shipments with carriers
Shipped
Completed deliveries
Search & Filter Options
Quick Search
Find records by ID, consignee, or carrier
Type Filter
Filter by shipping method. Modifiable in the Categories module.
"+" Button
Create new shipping record
"↻" Button
Refresh current view
Export Button
Export the shipping record to CSV file
Column Headers
ID/Stage
Unique identifier and current status
Type/Schedule
Shipping method and timing
Consignee/Carrier
Recipient and shipping service
Origin/Destination
Pickup and delivery locations
Complete
Shipment completion status
Record Options
Add Favorite
Mark record for quick access
Email Capture
Generate email tracking code
Selected Record View
Overview Mode
Origin
Shipping location details
Destination
Delivery location information
Shipper
Sending company details
Carrier
Selected shipping service
Consignee
Recipient information
Job/Contract
Associated project reference
eForms
Generate shipping documentation
Description
Additional shipping notes
Activity Log
Shipment status updates
Manifest Mode
Column Headers
Description
Details of manifest items
Job/Contract
Associated contract reference
Complete
Completion status indicator
Accounting
Financial tracking status (e.g., "Posted", "Pending Entry")
Sort Options
Creation
Sort by creation date
Complete
Sort by completion status
Description
Sort alphabetically by description
Job/Contract
Sort by associated contract
Notes
Sort by note content
Problem
Sort by problem status
Parcels
Sort by parcel information
Ticket
Sort by ticket reference
Staging
Sort by staging status
"≡" Icon Options
Problem
Flag the shipping item as a “Problem”.
Remove
Delete selected manifest item
"⚙️" Icon Options
Mark All Complete
Update all items
Mark All Incomplete
Reset item status
Parcels Mode
Column Headers
Shipping Status
Current status of shipment (e.g., Purchased, Estimate)
Tracking ID
Carrier's tracking number
ID
Internal reference number
Carrier
Selected shipping service
Rate
Shipping cost
Label
Label printing status
Selected Parcel
ID
Internal tracking number
Rate
Shipping cost amount
Shipping Status
Current shipment status
Carrier
Selected shipping provider
Tracking ID
Carrier's reference number
Summary
Shipping details including Ship From/To addresses and parcel specifications
Label
Shipping label preview
Additional Features
Update Shipping Status Button
Modify shipment details
"+" Button
Add new parcel record
"↻" Button
Refresh view
Print Button:
Print shipping label
Work Tickets (Ship Tickets)
A Ship Ticket uses the Work Ticket module. Create a Ticket and enable the “Ship Ticket” feature. Work Tickets serve as the bridge between inventory and shipping:
Create a shipping record from a Work Ticket
Push items to manifest directly from the Work Ticket
Track loading and preparation status
Manage inventory allocation for shipments
Items Mode
Description
Item details
Work
Indicate whether Item has been worked.
Pick
Indicate whether Item has been picked for shipment.
Pack
Indicate whether Item has been packed for shipment.
Additional Features
Push Items to Manifest
Automatically complete all ship ticket items and push items to related shipping record. Requires related inventory.
"≡"
View Staging
Display the related staging record that uses this Ship Ticket
Report a Problem
Mark the shipping item as a problem
Delete
Permanently delete the ship ticket line item
“+” icon
Manual Entry
Create a new shipping item record manually without reference
Product/Service
Add a product or service item from the catalog to the shipment
Inventory
Select and add items from current inventory to the shipment
Material
Add material items from stock to the shipping record
Jobsite
Add items associated with a specific jobsite location
