Accounts Receivable > Invoice > Create AR Invoice

The Shipments page allows users to view each shipment’s tracking number, status, estimated delivery date, and detailed tracking events displayed on an interactive map.

Users can click on the tracking # in the Shipments tab to open the corresponding tracking link in a web browser.

This feature reduces manual data entry, minimizes processing errors, and improves end-to-end shipment visibility.

To search for a sales order or shipment, perform the following:

1.Enter in the Search field characters contained in the sales order or shipment you want to see. You may select the field you want to search in the filter list box, or leave the default "All Fields" option.

2.The shipment records that meet the selection criteria will be displayed on the grid.

3.To filter shipment records by a specific column, click the funnel icon in the header of the column you want to search.

4.In the pop-up window that appears, specify the filter criteria by entering values in the appropriate fields; then, click the Filter button. To remove all filters and reset the fields, click the Clear Filter button.

5.In the search results grid, you may click the tracking number under the Tracking # column to open the tracking link in a browser.

6.Review under the Status column the color-coded text which is based on each status type.

7.Review on the map the tracking events of the shipment. The latest event details are shown under the Last Event Date, Last Event State, and Last Event Country columns.

Shipments

Shipments

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