Delete a Shipment
The Delete function permanently removes a shipment for authorised users, for example when retiring test data or correcting a mistaken record. The action cannot be undone, so confirm the shipment identity in the prompt before confirming. Only roles with the right permissions see the delete control in the side widget. Removing the record clears that consignment from operational views; check for financial or order links first because downstream reconciliation often depends on the shipment still existing.
How to Delete a Shipment
| Step | Description |
|---|---|
| 1 | Click the Delete Shipment in the sidebar widget. |
| 2 | A confirmation pop-up will appear. Review the details to ensure you are deleting the correct shipment. |
| 3 | Click Yes to confirm the permanent removal of such shipment. |
Permissions Required
This function is restricted to users with specific delete permissions in Site Settings > Company > Roles & Permissions > Shipping. If you cannot see the delete icon, contact your system administrator to adjust your role settings.
Helpful Tips
- Consider Cancelling Instead: Before deleting, consider changing the shipment's status to "Cancelled". This removes it from active workflows but preserves the data for historical reporting and auditing.
- Check for Financial Links: Ensure the shipment is not tied to critical financial records like invoices or purchase orders. Deleting linked shipments can disrupt financial reconciliation and data integrity.