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Overview


Excerpt

Certain users are able to change the Ship Date and Carrier from the order summary tabShipping->Order Summary screen.


Info

This option is only available for authorized users. If you want to allow an a user to change a the ship date and carrier, please read Setup Company Users & User Options.

Relevant Articles

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labelsorder-summary ship-date

 Allow Users to change the Date and Carrier of Multiple Orders


Instructions
 

In order to change a ship date/carrier, follow the steps below:

Ui steps
sizesmall


Ui step

Go to Shipping > Order Summary.


Ui step
Use

 Use the available filters to find the order or the orders you want to edit and select it, by checking the box to the left of the order number column.


Ui step

Find the "Actions" button and click on the "

Change Ship Date

Mass Update" link. 

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Ui step
Enter

 Enter a ship date and click

on Continue
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The

on Continue. Notice you can also change the carrier if you need to.


Ui step

 The system will ask you to confirm the number of

order

orders to update. Enter

it and

the number and click

on

on Save. Once you do that, the new ship date and carrier will be

recorded.
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Info

Remember you can also change in bulk the ship day of several orders. For doing that, just check the first box, next to the Order column. Then, follow the steps above from the third.

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assigned to selected orders.






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titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
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cqllabel in ( "order-summary" , "ship-date" )
labelsorder-summary ship-date


Ui text box
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(lightbulb)Roles enabled to perform this action:  Admin, Shipping.


Info
titleInformation

In multilocation companies, it is necessary to filter for a a given location to update the ship date and carrier. To update the carrier successfully , the selected orders must match with the location filtered.


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