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Basic management of shipments
Basic management of shipments

Send, download, edit, duplicate or delete your delivery notes

Héctor Emperador avatar
Written by Héctor Emperador
Updated over a week ago

Send a sales shipment by email

A. Send a sales shipment (email) from the list of shipments

To send a packing slip, follow these steps:

  1. On the packing slip line, click the three dots button ( ⋮ ).

  2. From the available options, choose "Submit".

  3. In the pop-up window, enter the details for the email submission:

    • To: is automatically filled in with the customer's email and contact persons.

    • Show CC/BCC: add emails in public copy or blind copy.

    • Subject and Text: will be filled with the default text that also contains dynamic words . You can modify them to suit your needs.

    • Files on the portal: the PDF of the shipment will be attached. If you have the "Include attachments" box enabled in Email Templates (Settings > Account > Email Settings ), those files will be added as well.

    • Template: select one of the templates of text that you want to use for the email.

  4. Hit the "Submit" button.

After shipment, an icon will appear to the right of the corresponding line on the packing slip:

  • closed gray envelope: informs that the email has been sent.

  • open blue envelope: it means that it has been sent and read by your client.

B. Send a sales shipment (email) from the delivery note chart

  1. Go to Inventory > Shipments, and click on a delivery note of your choice.

  2. Press the Send button, top right:

    or, go to the Emails area on the right and click Send Email:

  3. Fill in the fields, as shown in the previous section, and press the Send button.


Download a shipment

A. Download a shipment from the shipment list

  1. Select either the Sales or Purchase Shipments tab.

  2. On the shipment line, click the three dots button ( ⋮ ).

  3. From the available options, choose Download.

Remember that the filters and dates applied in the list of orders will also be saved in the download file.

By choosing Download, the shipment will be saved to your computer in PDF format; but you can also select the box to the left of the shipment line, and click the download icon to choose whether to export the shipment in Excel, PDF, or by Items:

☝🏼 Export Items allows you to export shipments broken down by product

B. Download a shipment from the shipment chart

  1. Select either the Sales or Purchase Shipments tab.

  2. Click on the desired shipment to access the file.

  3. Go to the Inventory View at the down left corner:

  4. In Item List, click the download button, and choose between Excel or PDF:


Also, from Inventory > Shipments, you can click on a shipment to access its file and, using the three dots button ( ⋮ ), select Download so that the order is saved to your device in PDF format.


Edit a shipment

The Edit option will take you to the delivery note creation panel:

  1. Select either the Sales or Purchase Shipments tab.

  2. On the shipment line, click the three dots button ( ⋮ ).

  3. From the available options, choose Edit.

  4. Apply the necessary changes.

  5. Click Save.


Duplicate a shipment

The Duplicate option will take you to the delivery note creation panel that will include all the information contained in the original document but with a new shipment number:

  1. Select either the Sales or Purchase Shipments tab.

  2. On the packing slip line, click the three dots button ( ⋮ ).

  3. From the available options, choose Duplicate.

  4. Apply the necessary changes.

  5. Click Save.


Delete a shipment

To delete a delivery note, follow these steps:

  1. Select either the Sales or Purchase Shipments tab.

  2. On the shipment line, click the three dots button ( ⋮ ).

  3. From the available options, choose Remove.

  4. Press Confirm.

☝🏼 You can recover deleted packing slips from the trash , but only for a period of time determined by your plan (between 10 and 120 days). See details here.

💎 Activate the Inventory gem to use shipments.

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