Guide to shipments in G SHOP POS

The Shipments section allows users to manage and track shipments efficiently. Users can view shipment details, update statuses, and print essential documents.

Accessing Shipments

Navigate to the Sell section from the left-hand menu. Click on shipments to view the list

Filtering Shipments

1. Use the Filters section at the top to refine search results.
2. Available filter options:
   • Business Location: Select a specific branch.
   • Customer: Choose a particular customer.
   • Date Range: Define a custom date range.
   • Payment Status: Filter by Paid, Due, or Partial Payment.
   • Shipping Status: Filter by Pending, Shipped, or Delivered.
   • Delivery Person: Search for shipments assigned to a specific delivery person.

Shipment List Overview

The shipment list displays:

• Date: The shipment date and time.
• Invoice No.: The associated invoice number.
• Customer Name: The recipient of the shipment.
• Contact Number: Customer’s contact details (if available).
• Location: The branch handling the shipment.
• Delivery Person: The staff responsible for delivery.
• Shipping Status: The current status (e.g., Shipped, Pending).
• Payment Status: Indicates whether the order is Paid, Due, or Partially Paid.
• Actions: Options to manage the shipment like view and edit shipment, print invoice, packing slip, delivery note and new sales notification.

Managing Shipments

Clicking the Actions button next to a shipment entry provides the following options:

1. View Shipment: View detailed shipment information.
2. Edit Shipment: Modify shipment details such as delivery person, shipping status, or additional notes.
3. Print Invoice: Generate and print the invoice for the shipment.
4. Print Packing Slip: Print a packing slip for order fulfillment.
5. Print Delivery Note: Generate a delivery note for the shipment.
6. New Sales Notification: Notify relevant parties about the new sale and shipment.

Exporting Shipment Data

Users can export shipment records for reporting and analysis. Options include:

• Export CSV
• Export Excel
• Print
• Export PDF