The “Shipments” page is where individual fulfillment shipments can be viewed within the Supply and Demand menu. This page focuses on the Shipments that Inventory Records are tied to: we can search across every shipment in the system, take bulk action on groups of them, and drill into any single shipment for its full detail. This is also the same page we land on when we click an “Allocations” icon from an inventory record, now with its own dedicated search and filtering built around shipments themselves rather than inventory.In this video, we’ll demonstrate how to search and filter shipments, use bulk actions to move groups of shipments between “Ready”, “On Hold”, “Backorder”, and “Future” states, and drill into a single shipment’s full detail. The “Shipments” page is where individual fulfillment shipments can be viewed within the Supply and Demand menu. This page focuses on the Shipments that Inventory Records are tied to: we can search across every shipment in the system, take bulk action on groups of them, and drill into any single shipment for its full detail. This is also the same page we land on when we click an “Allocations” icon from an inventory record, now with its own dedicated search and filtering built around shipments themselves rather than inventory. In this video, we’ll demonstrate how to search and filter shipments, use bulk actions to move groups of shipments between “Ready”, “On Hold”, “Backorder”, and “Future” states, and drill into a single shipment’s full detail. To navigate to the “Shipments” menu within Inventory, in the left nav, on the “MAIN” tab, click “Supply”, click “Inventory”, then click “Supply Demand”. To navigate to the “Shipments” menu within Inventory, in the left nav, on the “MAIN” tab, click “Supply”, click “Inventory”, then click “Supply Demand”. The “Supply Demand” menus have their own left navigation panel that supersedes the traditional left nav menu. Once we’re within the Supply Demand menus, in the left nav, we’ll click “Shipments”. The “Supply Demand” menus have their own left navigation panel that supersedes the traditional left nav menu. Once we’re within the Supply Demand menus, in the left nav, we’ll click “Shipments”. This is the Shipments page within the Supply Demand menu. We’ll discuss all sections. This is the Shipments page within the Supply Demand menu. We’ll discuss all sections. The “Shipment Filters” section similar to the “Search Inventory” page, lets us search shipments by “Product”, “Shipment ID”, “Location”, or “Shipment Type”.There are also “Advanced” fields that will allow us to search for shipments based on Customer Details, Future Dates, and B2B Accounts. We’ll review those shortly. The “Shipment Filters” section similar to the “Search Inventory” page, lets us search shipments by “Product”, “Shipment ID”, “Location”, or “Shipment Type”. There are also “Advanced” fields that will allow us to search for shipments based on Customer Details, Future Dates, and B2B Accounts. We’ll review those shortly. As we did with “Search Inventory”, we’ll start by selecting a “Master” and “Child catalog”, then choosing a “Product” or “Products”.Selecting a product with variants opens a “Select Variant” modal where we can narrow products by attributes, or select specific variant codes directly. As we did with “Search Inventory”, we’ll start by selecting a “Master” and “Child catalog”, then choosing a “Product” or “Products”. Selecting a product with variants opens a “Select Variant” modal where we can narrow products by attributes, or select specific variant codes directly. Alternatively, we can skip the catalog picker entirely and enter product codes directly into the “Enter product/variant code” field, separated by comma. This is especially helpful for anyone who is not making use of KIBO’s Catalog service. Alternatively, we can skip the catalog picker entirely and enter product codes directly into the “Enter product/variant code” field, separated by comma. This is especially helpful for anyone who is not making use of KIBO’s Catalog service. service. If we’re looking for specific shipments, we can filter directly by their “Shipment ID”, again separated by comma. If we’re looking for specific shipments, we can filter directly by their “Shipment ID”, again separated by comma. We can also filter by “Location”, either searching for specific locations, or scrolling through the list and selecting them. We can also filter by “Location”, either searching for specific locations, or scrolling through the list and selecting them. “Shipment type” lets us narrow our search to Shipments that are “Direct Ship”, “Pickup”, “Delivery”, or “Transfer”. “Shipment type” lets us narrow our search to Shipments that are “Direct Ship”, “Pickup”, “Delivery”, or “Transfer”. Clicking “Show Advanced” on the top right reveals more filters: “Customer first name”, “Customer last name”, “Customer email”, a “Future date range”, and “Select B2B account” — useful for tracking down shipments tied to a specific customer or account. Clicking “Show Advanced” on the top right reveals more filters: “Customer first name”, “Customer last name”, “Customer email”, a “Future date range”, and “Select B2B account” — useful for tracking down shipments tied to a specific customer or account. When we’ve configured the Shipment Filters as needed, we’ll click “Search”. When we’ve configured the Shipment Filters as needed, we’ll click “Search”. This returns our list of matching shipments, with columns for “Shipment ID”, “Items”, “Location”, “Type”, “Quantity”, “Total”, “Status”, “Expected Delivery Date”, “Future Date”, and “Actions”. This returns our list of matching shipments, with columns for “Shipment ID”, “Items”, “Location”, “Type”, “Quantity”, “Total”, “Status”, “Expected Delivery Date”, “Future Date”, and “Actions”. The “All Shipments” tab shows every result regardless of status; switching to “Ready”, “On Hold”, “Backorder”, or “Future” narrows the list to shipments with that status. The “All Shipments” tab shows every result regardless of status; switching to “Ready”, “On Hold”, “Backorder”, or “Future” narrows the list to shipments with that status. On the “Ready” tab, if we need to pull shipments out of fulfillment and put them On Hold or send them to Backorder, we can select those shipments with the checkboxes. Two bulk actions will appear: “To Backorder” and “Put on Hold”. Instead of opening each shipment individually, we can move every selected shipment at once with a single click. On the “Ready” tab, if we need to pull shipments out of fulfillment and put them On Hold or send them to Backorder, we can select those shipments with the checkboxes. Two bulk actions will appear: “To Backorder” and “Put on Hold”. Instead of opening each shipment individually, we can move every selected shipment at once with a single click. On the “On Hold” tab, selecting a shipment surfaces a “Release Hold” action, moving it back to “Ready” once the issue is resolved. On the “On Hold” tab, selecting a shipment surfaces a “Release Hold” action, moving it back to “Ready” once the issue is resolved. The “Backorder” tab shows shipments waiting on inventory before they can be assigned to a location — notice the “Location” column can be blank here, since Order Routing hasn’t yet had inventory available to assign one. The “Backorder” tab shows shipments waiting on inventory before they can be assigned to a location — notice the “Location” column can be blank here, since Order Routing hasn’t yet had inventory available to assign one. On the “Future” tab, selecting shipments surfaces “Mark Ready” and “To Backorder” actions — useful if inventory arrives early or a delivery is delayed and we need to move a batch of future shipments at once, the same way we saw for “Ready” and “On Hold” shipments. On the “Future” tab, selecting shipments surfaces “Mark Ready” and “To Backorder” actions — useful if inventory arrives early or a delivery is delayed and we need to move a batch of future shipments at once, the same way we saw for “Ready” and “On Hold” shipments. To see a shipment’s full detail, we’ll click the “View” icon on its row. To see a shipment’s full detail, we’ll click the “View” icon on its row. This opens the shipment’s detail page, with the “shipment number”, “status”, and “type” at the top.We’ll discuss each section. This opens the shipment’s detail page, with the “shipment number”, “status”, and “type” at the top. We’ll discuss each section. Below the shipment number are the shipment details, including the “order number”, “location”, “last modified timestamp”, “order total”, and “expected date”. Below the shipment number are the shipment details, including the “order number”, “location”, “last modified timestamp”, “order total”, and “expected date”. The same actions available from the list view — like “Put on Backorder” and “Put on Hold” — are also available directly from this page.Important Note: the available actions here will change depending on the shipments “status”. The same actions available from the list view — like “Put on Backorder” and “Put on Hold” — are also available directly from this page. Important Note: the available actions here will change depending on the shipments “status”. The “Items” tab lists every line item on the shipment with respective quantity and pricing, as well as the “shipment total”, “shipment type”, and “subtotal” breakdown. The “Items” tab lists every line item on the shipment with respective quantity and pricing, as well as the “shipment total”, “shipment type”, and “subtotal” breakdown. Expanding the “subtotal” sections breaks the shipment down into “Item Total”, “Shipping”, “Handling”, and “Duty Total” — each with its own adjustment, and tax — rolling up into the final “Shipment Total”. Expanding the “subtotal” sections breaks the shipment down into “Item Total”, “Shipping”, “Handling”, and “Duty Total” — each with its own adjustment, and tax — rolling up into the final “Shipment Total”. The “Shipped From” tab shows details about the fulfilling location itself: its “name”, “code”, physical “address”, “shipping contact”, supported “fulfillment types”, “location type”, whether it “supports inventory”, and its “coordinates”. The “Shipped From” tab shows details about the fulfilling location itself: its “name”, “code”, physical “address”, “shipping contact”, supported “fulfillment types”, “location type”, whether it “supports inventory”, and its “coordinates”. The “Custom Data” tab holds any custom data attached to the shipment, stored as key-value pairs. This data is typically passed in from the order at the time the shipment is created, and can be added or edited here on a per-shipment basis afterward. This particular shipment doesn’t have any custom data attached, which is why the tab is empty. The “Custom Data” tab holds any custom data attached to the shipment, stored as key-value pairs. This data is typically passed in from the order at the time the shipment is created, and can be added or edited here on a per-shipment basis afterward. afterward. This particular shipment doesn’t have any custom data attached, which is why the tab is empty. “Shipment Notes” holds internal notes about the shipment — separate from order notes, and not copied onto any child shipments if this one gets split. Some notes are added automatically by the system: this example shows a note logged when a location declined a quantity and the shipment was reassigned elsewhere. “Shipment Notes” holds internal notes about the shipment — separate from order notes, and not copied onto any child shipments if this one gets split. Some notes are added automatically by the system: this example shows a note logged when a location declined a quantity and the shipment was reassigned elsewhere. “Shipment History” is a full audit trail of the shipment’s lifecycle — every field that changed, its old and new value, who or what made the change, and a timestamp. This matches the same shipment log a fulfillment user would see in the Fulfiller UI as the shipment moves through each step. “Shipment History” is a full audit trail of the shipment’s lifecycle — every field that changed, its old and new value, who or what made the change, and a timestamp. This matches the same shipment log a fulfillment user would see in the Fulfiller UI as the shipment moves through each step. When we’ve completed reviewing the shipment, we’ll click the “Back to Shipments” button on the top left to return to the Shipments page. When we’ve completed reviewing the shipment, we’ll click the “Back to Shipments” button on the top left to return to the Shipments page.
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