Sales & POS / Shipments
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Shipments Sales & POS

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ourerp.org/shipments Sales & POS Shipments Our ERP · blueprint preview

Tracks the delivery status of sales that require shipping, across the locations and staff you're permitted to see.

This screen filters the same sales data used on the All Sales list down to sales that have a shipping status set, showing date, invoice number, customer, contact number, location, delivery person, up to five shipping custom fields, payment status, and service staff. Filters narrow by business location, customer, date range, user, payment status, shipping status, delivery person, and service staff.

Shipping status itself is not changed on this screen — you update it from the Edit Shipping action on the underlying sale in All Sales or POS Sales. Users with a pending-shipments-only permission see just the sales that haven't yet been marked delivered.

Access requires being an admin, or holding access_shipping, access_own_shipping, or access_commission_agent_shipping.

Step-by-step Workflow

  1. Filter shipmentsNarrow by location, customer, date range, delivery person, or shipping status.
  2. Review delivery statusCheck each sale's shipping status, delivery person, and shipping details.
  3. Update shipping statusOpen the underlying sale and use Edit Shipping to mark it dispatched, in transit, or delivered.
  4. Focus on pending deliveriesUse the shipping status filter, or your pending-shipments view, to see what still needs to go out.