Pending Product Shipments Report

The Pending Shipments report allows you to keep track of all pending product shipments. You can use a variety of search filters to find a specific product, track an item by the Order Number, and change the status of shipments that have been successfully delivered to a customer's address or to the store's location. 

To get started, follow the steps below:

• Click Reports at the top of the screen. Then select Pending Shipments on the left side of the page.
• Click Run Report after applying all the search filters you want to use.

*Note: You must first activate the Online Shopping Cart and products to it. Click the links below to learn more: 

• Activating the Online Shopping Cart
• Adding Products to Your Online Shopping Cart 

How to Ship Products from the Online Shopping Cart 

1. Click Reports at the top of the screen. Then select Pending Shipments on the left sidebar. 

2. Under Date Range, select your preferred dates to see shipments within a specific date. 

Under Customer, select the client whose shipments you want to see. Leave the field blank if you want to include all customers in the report. 

Enter the Order Number to filter the shipment list by a specific order number.  

3. Click Advanced Filters to filter the report by status. For example, you can search for items that are pending, have been shipped, have been delivered, that have been picked up from the store location or have been refunded.

4. Click Run Report after applying the filters you want to use.  

5. The Pending Shipments report will show the following:

• The dates the products were ordered.
• The order numbers.
• The names of the customers receiving the products.
• The address the items are being shipped to.
• The shipping method that was used. 
• The total tax.
• The shipping and surcharges.
• The total shipping amount.
• The total order amount.
• The refund amount.
• The order status. 
• The order details. 

6. Click Export to export the report to an excel sheet. Click Print to get a paper copy. 

7. You can view the order statuses as well as the order details for each product on the right side of the screen. Click on each link to view more details. 

Pending Product Orders

1. Under Order Status, click on the drop-down to change the status of a pending order to a delivered order. 

2. Click Save when you are finished. 

Shipped Product Orders

1. Under Order Status, click on the drop-down menu to change the status to pending. You also can view or edit the tracking number. Click Track to see the tracking information for the shipment. 

2. Click Save when you are finished. 

Delivered Product Orders

1. Under Order Status, click on the drop-down menu to change the status. 

2. Click Save when you are finished. 

Exporting and Printing the Report

1. Click Export at the bottom of the screen to export the file to an excel sheet. Click Print to get a paper copy. 

The customer will receive this notification once the order has been shipped. 

The customer will receive this notification once the order has been delivered. 

The customer will receive this notification once the order has been canceled.