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Actions that can be performed on Packages

Efficient management of packages is essential for smooth operations and customer satisfaction. Editing, downloading, printing package slips, marking deliveries, and bulk deletion streamline the shipping process, ensuring accuracy and timely communication with customers.

Summary

Managing packages is crucial for smooth operations and customer satisfaction. The Packages module allows users to edit, download, print package slips, mark deliveries, and bulk delete packages. Editing involves selecting a package and clicking the "Edit" button. Downloading a package slip's PDF version is also possible by clicking the PDF icon. Printing a package slip can be done by clicking the "Print" icon. Multiple package slips can be printed by selecting the packages, clicking the "Print" icon, and then selecting the packages again. Bulk deleting packages involves selecting the packages and clicking the "Delete" icon. Marking a package as delivered can be done by selecting the package, clicking the "Mark as Delivered" button, and selecting the "Delivery Notification" checkbox. Marking a package as undelivered can be done by selecting the package, clicking the "More" button, and then clicking the "Mark as Undelivered" button. Deleting a shipment involves clicking the "More" button, then clicking the "Delete Shipment" button. These actions streamline the shipping process, ensuring accuracy and timely communication with customers. The article provides step-by-step instructions and related articles for further reading.
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Edit

In the Packages module, you can select a package and click the Edit button to make changes.

Download Package Slip

A .pdf version of the package slip can be downloaded if required. To download, select a package and click the PDF icon.

The package slip can be printed by clicking the print icon.

Multiple package slips can be printed at the same time. To do so, select the checkbox next to the packages in list/kanban view, click the print icon and select Packages.

Bulk delete packages

Multiple packages can be deleted at the same time. To delete, select the checkbox next to the packages in list/kanban view and click the delete icon.

Mark as Delivered

Once a package is shipped, it can manually be marked as delivered after the customer has received it.

To mark as Delivered

Go to Sales > Packages.

Select a package that has already been shipped and click Mark as Delivered.

Select theDelivery Notification checkbox to notify the customer.

Click Proceed.

Mark as Undelivered

If a package has been marked as delivered by mistake, it can be marked as undelivered.

To mark as Undelivered

Select a package that has been marked as delivered by mistake.

Click More Actions > Mark as Undelivered.

Click Proceed in the popup.

Delete Shipment

A shipment can be deleted by clicking on More > Delete Shipment from the package details page.

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