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 3 years, but Tracking details are only kept for 6 months.
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 the "Filter/Export” button on 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, Globegistics, 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 (exception Smart post), and DHL (exception eCommerce). You will use this to more easily and 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 Track/History page on the right, it will list the 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 the company’s uses. This is useful if you are contacting the carrier to find out about the exception. There is only one notes 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 edit and delete what is there and save.
**Deleting the information is permanent.
The icon is the notes icon found in the tracking details/notes column.
Clicking this will give you a popup window.
The notes will then show on the Tracking details column.
Carrier Tracking
You will notice each shipment has a blue tracking number, this is a hyperlink directly to the carrier website.
Additional Options
To the right of the eye icon will be a small arrow, clicking this will allow you to:
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
On the left side of the shipment select the eye icon. This will take you to the shipment details page.
Clicking on the eye will bring you to a more detailed overview of that shipment.
From here you have the ability to view the tracking details and manually refresh the shipment 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, you also have additional options for printing, creating a return or duplicate shipments, as well as voiding the shipment.
Exceptions
If you have a shipment with an Exception in the last 30 days, the History/Tracking tab will have a small 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 the Filter/Export button.
Tracking details will have notes from the carrier. If you want more info you will need to contact them.
Click on the clock icon next to Exception. A window will pop up with options.
You have two options for removing exception alerts.
Snooze alert 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 little number on the History/Track tab will change when you do this.
Dismiss is used to silence this with no reminder. The status will update to exception dismissed. The little number on the History/Track tab will change when you do this.
If you want to undo dismissing the exception go back to the clock icon and check the box "Undismiss this 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.