The History/Track tab has many useful features available for the user to view past shipments created within the platform. Note: Shipments will stay in the History/Track Tab for 2 years, but Tracking details are only kept for 6 months.

Access the History/Track Page

Click the History/Track tab.

When accessing the History/Track page, the default view will be the last 100 shipments processed.
At the top of the page, you can search by keyword. Enter the keyword and click Search.
Keywords can be: Name, Company, Phone Number, Email, Tracking Number, Order ID, Book Number, or Order number.

For advanced search options and export functions, click Filter/Export at the top right.

From here you can narrow your search results by:

A specific date or within a date range
A specific time range
Only show orders with eCommerce integration errors
Only show return label shipments
Only show undelivered shipments
Don't show voided shipments
Manifest - If shipments had been added to a scan form after booking.
Shipment Status – All booked, In transit, Delivered, Out for delivery, All exceptions, Unacknowledged Exceptions or Voided
Shipment Carrier- All, FedEx, UPS, USPS, DHL, Asendia, or Amazon Merchant Fulfillment
Batch group- If shipments had been added to a batch group prior to booking.
Include items in CSV export – this will add the items to the history that is exported.
Export CSV in Excel format-*Recommended so that long order numbers or USPS tracking numbers are readable.

On the History/Track page, you will see a list of all your booked and voided shipments. They will list shipment specific information such as the integration the order came from, tracking number, the receiver, etc.

Tracking Status

This feature supports USPS, UPS (exception UPS Mail Innovations), FedEx, and DHL (exception DHL eCommerce). You will use this to quickly track the status of your packages without having to go to the carrier website to get an update.

You can view the Tracking details as well as add notes to the shipment.

On the right side, it will list columns for Status and Tracking Details.

The Status column will show Booked, In Transit, Delivered, Out for Delivery, Exceptions, Unacknowledged exceptions, and Voided. These statuses will update every 4 hours if we receive the information from the carrier. There is also a column for Tracking Details/Notes.

Booked: Recently created shipments or waiting to be updated by the carrier.

In Transit: Shipments on their way to their destination.

Out for Delivery: Shipments that will be delivered that day.

Delivered: Shipments that are delivered to the recipient.

Unacknowledged Exceptions: Shipments that can’t be updated for some reason, contact the carrier for more info.

Exceptions you have snoozed.

Exceptions you have dismissed.

Voided – Shipments that have been voided.

Adding Notes

This will allow you to add any notes you want to the shipment for your own reference. This is useful if you are contacting the carrier to find out about the exception. There is only one note field, but you can edit, add, or delete the note if needed. To add additional notes in this section, make a new line or just add to the same line. Save when you are done. If you want to delete the note, just delete the entered text and save.

Note: Deleting the information is permanent.

Click the Note icon found in the Tracking Details/Notes column.

A popup window will appear. Enter the text for the Shipment Note and click Save.

The notes will then be displayed within the Tracking Details column.

Carrier Tracking

You will notice each shipment has a blue tracking number; this is a hyperlink to the carrier website.

Clicking the tracking number link will bring you directly to the carrier tracking website.

Additional Options

Clicking the arrow to the right of the eye icon will display the following options:

Print Label
Edit and Reship
Create Return Label*
Email Label
Void Shipment*
Create Rule From Shipment*
Print Packing Slip*
Add or Edit Note
Schedule a Pickup*

* If Applicable

Note: USPS First-Class Flat shipments (domestic or international) are not eligible for a SCAN Form or a scheduled carrier pickup, so the Schedule a Pickup option will not display for these shipments. See USPS First-Class Flats Service for more information.

On the left side of the shipment select the eye icon. This will take you to the shipment details page.

The shipment details page brings you to a more detailed overview of that shipment.

From here you have the ability to view the tracking details and manually refresh the information in the top right corner of the Tracking Events section. To manually refresh click the refresh icon in the upper right-hand corner in the Tracking Events box.

Within the shipment details page, you also have the following additional options:

Print Label
Print Packing Slip*
Email Label
Create Return Label*
Edit and Reship
Add or Edit Note
Create Rule From Shipment*
Schedule a Pickup*
Void Shipment*

* If Applicable

Exceptions

If you have a shipment with an Exception in the last 30 days, the History/Tracking tab will have a number next to it showing how many exceptions you have.

Click into the tab and you will have a red banner at the top right of your screen next to Filter/Export . Click View to see the shipments with exceptions.

Tracking details will have notes from the carrier. Contact the carrier if you need more information about the specific exception.

Click on the clock icon next to Exception. A window will popup with options.

You have two options for removing exception alerts.

Snooze Notification: This is used if you want to be reminded about this shipment in the future and come back to it. After you check the box it will prompt you to set the timer your options are 1 – 5 Days or custom. Custom will allow you to set it for 6+ days.

When you use this option the status will update to Exception-Snoozed. The number on the History/Track tab will change when you do this.

Dismiss notification for this exception: This is used to silence this with no reminder. The status will update to exception dismissed. The number on the History/Track tab will change when you do this.

Undismiss notification for this exception: Check this box to undo dismissing the exception.

Multi-Piece Shipment Tracking

If you have multiple pieces within a shipment you can view all of the tracking numbers on the Shipment Details screen.

On the left side of the shipment select the eye icon. This will take you to the Shipment Details page.

Under Tracking Number it will list all of the tracking numbers within the shipment.