Add and Create Shipment

There are 2 ways for managing shipments within an order item. Add assets of the order item to an existing shipment, or create a new shipment.

Option 1: Add Shipment

Option 2: Create Shipment


Option 1: Add Shipment

Step 1: From the order item list, open the order item for which you want to add a shipment.

Step 2: Once you land on order item details page, click 'Shipments' tab.


Step 3: Click ‘Manage Shipment’ and then select 'Add Shipment'.


Step 4: Select assets for your shipment.


Step 5: Click ‘Next’.





Step 6: Select a shipment you want to add your assets to.


Step 7: Click ‘Next’.


Step 8: Provide details of your shipment item (Optional).


Step 9: Click 'Submit'.


Once the shipment is added successfully, a green banner will appear at the top of the shipment list.



Option 2: Create Shipment

Step 1: From the order item list, open the order item for which you want to create a shipment.


Step 2: Once you land on order item details page, click 'Shipments' tab.


Step 3: Click ‘Manage Shipment’ and then select 'Create Shipment'.


Step 4: Select assets for your shipment.


Step 5: Click ‘Next’.


Step 6: Provide the details for the shipment and click 'Next'.

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Required fields:

Shipment Type
Shipment Status


Step 7: Provide the details for the shipment item.


Step 8: Click 'Submit'.




Once the shipment is created successfully, a green banner will appear at the top of the shipment list.