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Pending Shipments Report

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Donna J
  • Updated
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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.

Note

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

Configure and Run the Report

  1. Navigate to Reports → Inventory → Pending Shipments.

    1.png

  2. Configure the report filters:

    2.png

    1. Under Date Range, select dates to see shipments on a date or in a date range.

    2. Use Customer to select whoseshipments to show.

      Leave the field blank if you want to include all customers in the report.

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

  3. Click Advanced Filters to filter the report by status.

    By default, Pending is selected, but you can check other status options to add to the report.

    2a.png

  4. Click Run Report after configuring filters.

The Pending Shipments report shows the following:

report_detail_2x.png

Use the Export or Print buttons to export the report to an Excel spreadsheet or print a hard copy.

Change Order Status

Links in the Order Status and Order Detail columns open the Order Detail screen for the order where you can change the status.

order_detail_2x.png

  1. Select Shipped and enter a Tracking Number to change the status to Shipped.

    shipped_track_num_2x.png

  2. Change the status to Delivered from the menu.

  3. Select Cancel, and you'll see the Refund screen to use to refund the order to your customer.

    cancel_refund_screen_2x.png

After changing the status, click Save to finish.

Depending on the order status, your customer receives one of these messages:

Shipped

Delivered

Canceled
order_shipped_2x.png
order_delivered_2x.png
order_canceled_2x.png

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Comments

2 comments

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  • Avatar
    Meg Bodi
    • Edited

    Is there a way to change an order that is for in-store pickup to picked up or complete without emailing the client again? It's confusing for my clients when they get an email that says "delivered" but nothing was delivered to them. 

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  • Avatar
    Miranda B

    Hi Meg,

     

    Currently there is not a way to do this. You can submit this as a feature request by going to feedback.vagaro.com and sharing this idea with our Team.

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