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Shipments

Shipments track fulfillment against orders. Each shipment can apply shipping costs, set tracking, and update item statuses. Access requires sales.shipments.manage plus order manage rights.

Add shipment dialog

Create a shipment​

There are two common entry points:

  1. Manual shipment entry Open the Shipments tab on an order and click Add shipment.
  2. Carrier-driven shipment creation If a shipping carrier integration is installed, open Sales → Orders, open the row actions for a specific order, and use Create shipment.

The carrier-driven flow is order-based. It does not require a shipping method to be selected on the order first, but it does require:

  • an existing order
  • at least one configured carrier integration
  • shipping-carrier management access

When filling the shipment form:

  1. Set shipping method when you want the shipment recorded against one of your Sales settings methods.
  2. Set shipment status (dictionary-driven).
  3. Pick a ship to address or add a new one.
  4. Select items to ship and quantities.
  5. Optionally add a shipping cost adjustment so totals include carrier charges.
  6. Add notes and tracking numbers.
  7. Save with Cmd/Ctrl + Enter; Escape cancels.

Shipments tab list

How shipments interact with items​

  • Item-level statuses move when quantities ship; statuses come from the Order line statuses dictionary.
  • Multiple shipments can fulfill one order; remaining quantities stay pending.
  • Shipping adjustments post to the Adjustments tab and recalc totals.

Tips​

  • Keep shipment statuses tidy (pending, packed, shipped, delivered, returned) to mirror warehouse workflows.
  • Use notes for packing instructions; tracking supports multiple numbers (comma-separated).
  • Add shipping cost adjustments per shipment to keep margins accurate.
  • The standalone shipment wizard page is not meant to be opened from the sidebar directly. The supported carrier flow starts from a concrete order in Sales → Orders.