Edit Shipments

Add Items to a shipment

1. Open the shipment you would like to add items to.
2. Select the "Add Items" button on the right.
3. Select the items you wish to add.
4. Adjust the quantity of each item being added to your shipment.
5. Select the "Add Items" button to save your changes.

Add Items via Spreadsheet Upload

If you have many items to add to a shipment, you can upload a spreadsheet instead of adding them one at a time. This works for both inbound and outbound shipments.

1. Open the shipment you would like to add items to.
2. Select the "Add Items" button on the right.
3. In the Add Items dialog, click the "Upload" button in the bottom right corner.

1. On the Upload Spreadsheet page, click "Choose File" to select your spreadsheet.
2. Click "Upload" to add the items to your shipment.

The upload walks you through three steps: Map Columns, Verify Items and Add Items, so your file does not have to use particular headers. The example spreadsheets on the upload page use Identifier, Identifier_Type and Quantity, with an Expiry_Date column on outbound shipments.

Adjust the number of items in a shipment

You may have added an item to a shipment but decided you want more or less of a that item in the shipment. Instead of adding the item over again you can use this simple process:

1. Open the shipment you would like to adjust item numbers for.
2. Change the number in the "Planned" box beside the item. Clearing it with the x removes the planned quantity.

Delete Items from a shipment

To delete a single item from a shipment follow these steps:

1. Open the shipment you would like to delete items from.
2. Find your desired item and select the red "Remove Item" link on its row.

Note: you will not receive a warning for deleting an item.

Add Shipment Notes

Taking notes on shipments is a good way to keep your clients in the loop or to allow your clients to give you specific instructions on any shipment. To enter notes for a shipment, follow this process.

1. Open the shipment you would like to add notes for.
2. Find the notes field at the top of the page and enter the text you would like your client to see.
3. If you would like to lock the notes so that your client cannot edit them, enter the notes in the "Warehouse Notes" section in yellow instead.
4. Your notes will be saved automatically and will be visible to your client immediately.