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 to Shipped and Delivered will also send an email notification.
Prerequisites: This feature requires Credit Card Processing and the Online Shopping Cart.
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 appear 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 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.
To run the Pending Shipments inventory report:
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Select More
→ → .
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At the top of the screen, select the Date Range to report on. The report updates automatically each time you change the date range.
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Optionally, in the top-right corner, select Filters
, set any of the following filters, and then select Run Report.
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Order number: Show data for a specific customer's order number.
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Pending: Show data for orders that have not been fulfilled yet.
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Shipped: Show data for orders that have been filled and are in transit to the customer's address, or ready for pickup.
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Delivered: Show data for orders that were shipped and have arrived at the customer's address.
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Pickup In Store: Show data for orders that customers have personally received at your business's location.
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Refund: Show data for orders that customers have been reimbursed for.
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Cancelled: Show data for orders that customers no longer want or that your business will not fulfill.
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To run the Pending Shipments inventory report:
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Select Reports
→ .
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Set the date range for your report:
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In the top-right corner, select Date Range
to open the date picker.
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Use the date picker to choose a date range or a preset range like Yesterday or Last 7 Days.
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If you manually selected a date range, select Submit.
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Optionally, in the top-right corner, select Filters
, set any of the following filters, and then select Run Report.
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Status: Show data for one or more statuses, such as pending, shipped, delivered, and cancelled shipments.
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Order #: Show data for a specific customer's order number.
To change an order status:
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Select the order you want to change, then select Order Status.
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Select the product and change the Order Status:
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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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Under the Order Status column, select the status for the shipment you want to change.
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Use the Order Status list to change the status for each product in the shipment.
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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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Optionally, enter the Tracking Number for each item.
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Select Save.
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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