The Pending Shipments report is a reference tool to help you search and keep track of your customers' orders so you and your employees know if an order has been shipped, delivered, refunded, cancelled, or if a customer will pick up their order in person. Changing the status of an order will also send an email notification to the customer.
Note
This report does not notify or update customers about their orders or shipments. The business is responsible for keeping customers updated throughout the shipping process.
Prerequisites: This feature requires Credit Card Processing and the Online Shopping Cart.
To run the Pending Shipments inventory report:
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Go to → → → .
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At the top of the screen, select the Date Range to report on. The data is automatically updated each time you select a different date range.
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Select the Filter
button to set your report's filters, then select Run Report.
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Pending: Show orders that have not been fulfilled yet.
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Shipped: Show orders that have been filled and in transit to the customer's address, or ready for pickup.
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Delivered: Show orders that were shipped and have arrived at the customer's address.
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Pickup In Store: Show orders that customers have personally received at your business's location.
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Refund: Show orders that customers have been reimbursed for.
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Cancelled: Show orders that customers no longer want or that your business will not fulfill.
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Optionally, select the Action
menu to perform the following additional tasks:
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Print: Print your report if your device is connected to a printer.
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Export PDF or Export Excel: Save the report to a PDF or Excel file.
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To run the Pending Shipments inventory report:
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Go to → → → .
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At the top of the screen, set the filters for your report, then select Run Report.
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Date Range: Select the start and end dates of the report, then select Submit.
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Customer: Filter your report to display certain customers.
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Order number: Enter your customer's order number to find their specific order.
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Advanced Filters: Optionally, select any additional filters to further refine the report.
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Pending: Show orders that have not been fulfilled yet.
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Shipped: Show orders that have been filled and in transit to the customer's address, or ready for pickup.
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Delivered: Show orders that were shipped and have arrived at the customer's address.
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Pickup In Store: Show orders that customers have personally received at your business's location.
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Refund: Show orders that customers have been reimbursed for.
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Cancelled: Show orders that customers no longer want or that your business will not fulfill.
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At the bottom of the screen, you can select:
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Print: Get a hard copy of the report.
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Export: Save the report to an Excel or PDF file (web version only).
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To change an order status:
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After running the report, select the order to be updated.
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Select Order Status.
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Select the product to be updated.
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Change the Order Status as required:
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Pending: The order has been submitted by a customer but your business has not fulfilled it yet.
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Shipped: The order has been filled and is in transit to the customer's shipping address, or ready for pickup.
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Delivered: The order has arrived at the customer's shipping address.
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Cancel: The order will not be filled by your business and the customer will be reimbursed.
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If applicable, enter a Tracking Number.
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Select Save.
To change an order status:
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After running the report, select Order Detail in the row of the order to update.
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Select an Order Status in the list:
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Pending: The order has been submitted by a customer but your business has not fulfilled it yet.
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Shipped: The order has been filled and is in transit to the customer's shipping address, or ready for pickup.
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Delivered: The order has arrived at the customer's shipping address.
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Cancel: The order will not be filled by your business and the customer will be reimbursed.
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If applicable, enter the Tracking Number.
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Select Save.
This report shows the status and cost of your customers' orders that need to be prepared and shipped:
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Order Date: The date when the customer submitted the order.
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Order #: A unique number generated by Vagaro for you to identify and reference the customer's order.
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Customer Name: The customer who placed the order.
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Shipping Address: The address where the customer wants the order to be sent to. No address will be displayed if the customer is picking up the order at your business location.
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Shipping Method: How the customer would like to receive the ordered item(s).
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Subtotal: The amount the customer will pay or has paid for the order, before taxes.
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Tax: The amount of tax the customer will pay or has paid for the items in the order.
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Shipping & Handling: The amount you charged the customer to process and send the order to the provided address, if applicable.
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Shipping: The amount you charged the customer to customer to send the order to the provided address.
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Total: The amount the customer paid, including any tax, shipping, and handling charges.
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Refund: The amount your business reimbursed to the customer.
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Order Status: Whether the order is currently marked as Pending, Shipped, Delivered, or Cancelled.
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Order Detail: View the items and breakdown of the customer's order.
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Shipping Date: The date when the order was sent to the customer.
Comments
2 comments
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.
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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