Step by step
- Open Sales > Shipment List.
- Open Filter Options and choose the Customer, Shipment Status, Payment Status, From Date and To Date, then press Filter.
- Transaction ID shows whether the row is a sale, an order or a delivery challan; click it to open it. Curr. Status shows the stage of the document and Shipment Status the stage of the delivery.
- To update a delivery click the Shipment Status of the row, or choose Action > Edit Shipment Details.
- In the window change the Shipment Address, Shipment Details (courier, tracking number), Shipment Status and Delivered To, and press Save Changes.
- Action also has Add Receipt to take a payment and Edit to change the sale or the order.
- The last row shows the totals of Total Qty, Total Invoice Amt, Received Amount and Due. Excel, Pdf and Print export the list.
Good to know
- A sale comes into this list when it gets a shipment status: from the shipment details of Add Sale, or from Action > Edit Shipment Details in Manage Sales.
- Choosing NoStatus removes the row from this list.
- Shipment Address and Shipment Status are required.
- With WooCommerce connected the new status is also sent to the online order, and an online order that is not delivered yet can be made a sale with Change Order To Final.