Manage Shipping Orders
The Orders section lets you assign order items to a shipment with lines grouped by order for clearer navigation. You can expand or collapse rows, edit quantities and cartons, run auto-calculation where supported, and tailor which columns appear in the table. Use it to keep assignments accurate and aligned with production and fulfilment status.
Available Columns
| Column | Description |
|---|---|
| Order | The order number linked to the shipment. Used to track which customer order or purchase order the items belong to. |
| Item | The specific Style or Component included in the shipment. Helps identify what is being dispatched. |
| Image | A thumbnail or reference image of the item. Assists users in visually confirming item details. |
| Description | The details of the item. Provides clarity when products have similar codes or variants. |
| Pack | The packing configuration for the item. Used for verifying packaging requirements and logistics planning. Pack types are configured in Site Settings › Order › Pack. |
| Colour | The colour variant of the item. Ensures accurate identification of product variations. |
| Quantity | The total number of units being shipped for the item. Used for shipping calculations. For Component Bulk Orders, decimal values up to 2 decimal places are supported. |
| Cartons | The number of cartons or boxes allocated for this item. Supports load planning, space allocation, and shipment documentation. |
| Status | Indicates the current processing state of the order line (e.g., Draft, In Production). Helps track progress within the shipping workflow. |
| Actions | Provides options to modify the order line or remove it entirely from the shipment. • Inventory - Applicable for both orders on Styles and Components. This will allow you to directly add the order to inventory. • Edit - This opens to Edit Shimpment Quantity pop-up. This allows you edit the quantity of the order. • Delete - Completely remove the order from the Orders section. |
Add Shipment Quantity
| Step | Description |
|---|---|
| 1 | Click the plus (+) icon in the Orders section of the shipment screen. |
| 2 | In the pop-up window, select the order items (Style or Component) to add. Use the filter to narrow the results. |
| 3 | You can optionally enter shipment quantities per item before adding. For Component Bulk Orders, decimal values up to 2 decimal places are supported. |
| 4 | Click Add to confirm and assign the selected items to the shipment. |
Edit Shipment Quantity
| Step | Description |
|---|---|
| 1 | Click the pencil icon in the Actions column. |
| 2 | In the pop-up window, edit/change values for the whole orders included in the section. You may edit the following: • Ratio - Defines the distribution or proportional split of quantities across sizes, colours, or packaging configurations. Adjusting the ratio recalculates corresponding quantities based on the defined allocation. • Qty - The total number of units assigned to the item or order line. Updating this value will automatically adjust dependent calculations such as total cartons and overall shipment quantity. For Component Bulk Orders, decimal values up to 2 decimal places are supported. • Cartons - Specifies the number of cartons required for the selected items. Editing this helps ensure accurate packing, load planning, and shipment documentation. • Total - The final computed value reflecting the sum of all quantities. This updates dynamically based on changes made to Ratio or Qty. |
| 3 | Click Save to update the quantities of the orders |
Editing shipment quantity supports Manual Entry (typing quantities per size) and Auto-Calculation (distributing a total by ratio).
| Feature | Description |
|---|---|
| Manual Entry per Size | Enter values directly into the size columns in the table. For Component Bulk Orders, decimal values up to 2 decimal places are supported. |
| Auto-Calculation | Provide a total quantity and a size ratio, then click the calculator icon to distribute the values automatically. For Component Bulk Orders, decimal values up to 2 decimal places are supported. |
Actions
| Action | Description |
|---|---|
| Delete Item | This supports two methods: • Trash Icon - Click the icon from Actions column to delete it from the shipment. • Bulk Delete - Clicking the checkboxes before the Order number will display the Delete button in the action bar. |
| Add to Inventory | This will allow you to directly add the order to Style's or Component's inventory. |
| Permissions | Only users with the appropriate permissions can delete orders. |
Customise Table Display
| Feature | Description |
|---|---|
| Pin Column | Keep a selected column fixed on the left side of the table while scrolling horizontally. |
| Autosize Columns | Automatically adjust column widths for optimal readability for one column or for all columns. |
| Choose Columns | Show or hide specific columns in the table. |
| Reset Columns | Revert the table to its default column configuration. |
Permissions Required
User roles and permissions for deleting orders are configured in Site Settings > Company > Roles and Permissions > Shipping. Ensure the correct access levels are assigned to enable order management.
Helpful Tips
- Use the filter to quickly locate and add specific items to a shipment. This is especially useful for large orders, saving time and preventing manual errors.
- Leverage the auto-calculation feature for items with a set size ratio. Enter the total quantity and size breakdown to automatically distribute units, ensuring accuracy for bulk entries.
- To prevent assignment errors, ensure both the colourway and quantity are entered before changing an item's status to 'Assigned'. The system requires this data to finalise the assignment.