How the shipments list and detail work

• 0:07The Shipments menu, in the sidebar, groups together all of the company's shipments.
• 0:13Expanded, it shows the submenu's two categories:
• 0:16In progress, and History.
• 0:18Let's see how the list is organized, its shortcuts,
• 0:21and what information each shipment's detail shows.
• 0:25History groups together the shipments that are already delivered or canceled.
• 0:29Let's go back to In progress, with the complete list.
• 0:33Each card shows the shipment code, logistics operator, branch, client,
• 0:38origin and destination, package count, delivery window, assigned driver,
• 0:43service type, and the current status, with its color — all with the same columns,
• 0:49so the list reads cleanly.
• 0:51Which columns show, and whether requirement tags like Urgent or Fragile are
• 0:57included, can also be configured per company.
• 1:01At the top, the toolbar: search, date filter, the Filters button,
• 1:06export to Excel, and refresh the list.
• 1:09The date filter lets you pick a range across two months at once.
• 1:12Let's close without applying.
• 1:14The Filters button opens a full panel — driver, store, service type,
• 1:20restrictions, shipment type, zones, date range, and also the status filter.
• 1:26The status filter lists each individual shipment status — Unassigned, Assigned,
• 1:31Prepared, Picked up, On the way, Delivered, Not delivered, and Canceled
• 1:36— and can be combined with the rest of the panel's filters.
• 1:41Let's close without applying any filter.
• 1:44Each row has its own checkbox — ticking one or more shows a bar with the selected count.
• 1:49The truck icon opens the driver list, to assign them to the selected shipments in one step
• 1:55— with their online status and tags.
• 1:57Let's close without assigning, and exit multi-select.
• 2:01Tapping a card opens that shipment's full detail.
• 2:04At the top left, the shipment number, with a shortcut to scan its packages' labels and
• 2:09verify they belong to this shipment.
• 2:12Below, the current status, and Edit status to change it.
• 2:16The menu shows the possible next statuses, based on the shipment's current status.
• 2:21Both the statuses and that flow between them are customizable according to each company's logistics.
• 2:27Let's close without changing the status.
• 2:30Further down, client, branch, logistics operator, and the delivery date.
• 2:34If the company has change review enabled, and there's one pending approval — client,
• 2:40package or destination —, it shows here too, with the option to request a new one.
• 2:46You can request a client, package, or destination change — it stays pending approval,
• 2:51it isn't applied automatically;
• 2:53that flow is explained in detail in another video. Let's close it.
• 2:57Further down, Attachments.
• 2:59Tapping a photo opens it full-size, with who uploaded it and when.
• 3:04We close the view and keep going.
• 3:06On the right, the Origin address:
• 3:09contact name, phone with a call button, and address comments.
• 3:13The pin icon opens the exact location in Google Maps, in a new tab.
• 3:18The map starts blurred — the eye icon reveals it.
• 3:21Below, the same information repeats for the Destination address, and on the right,
• 3:26the Status history with who made each change and when.
• 3:30Further down, Assigned driver shows the current driver's name and phone.
• 3:35The icon next to the name opens the same driver list we saw before,
• 3:39to reassign it without going back to the list.
• 3:42Let's close without reassigning.
• 3:45Further down, sales channel, shipment type, and service type.
• 3:49Comments lets you leave notes visible to the team.
• 3:52The plus button opens the form.
• 3:55The pin fixes the comment at the top of the list,
• 3:58and the lock marks whether it's private or can be shared.
• 4:01Let's close without saving.
• 4:04Further down, Requirements — tags like Urgent or Fragile —, and Packages,
• 4:09with each package's identifier, size and driver.
• 4:12Let's go back to the list.
• 4:14Let's also look at a shipment marked as Delivered
• 4:17— some fields only appear once the shipment reaches a final status.
• 4:21Below the status, whether the shipment is billable to the client and payable to the driver appear
• 4:27— they're only set once the shipment reaches a final status, Delivered or Not delivered.
• 4:32The same happens with a shipment marked as Not delivered — the same billing fields appear here,
• 4:38and also, next to Edit status, a button to recoordinate the delivery, specific to this status.
• 4:43Recoordinate lets you reschedule the pickup and delivery, with a date, times, and a comment.
• 4:50Let's close without rescheduling, and go back to the list.
• 4:53That's how you review the shipments list, its shortcuts,
• 4:57and everything an operator can do from there:
• 5:00filter by category or status, select several at once to assign a driver,
• 5:05check addresses, attachments, the assigned driver and packages, comment,
• 5:10change the status or recoordinate the delivery, or request a change
• 5:15— all of it according to the statuses,
• 5:17permissions and features each company has configured.