DocumentationCommerceStores and Purchase Experience

Shipments

Last update: Mon Jul 17 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • User

The Shipments grid lists the shipment record of all invoices that have been prepared for shipping. A shipment record can be generated when an order is invoiced or later.

Adobe Commerce and Magento Open Source support partial and complete order shipment, with additional options available from Inventory Management and third-party extensions.

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Shipments grid

Column descriptions

Column or control
Description
Select
Select the checkbox for each quote to be subject to an action, or use the selection control in the column header. Options: Select All / Deselect All
Shipment
A unique, sequential number that is assigned when a new shipment is saved for the first time
Ship Date
Shipping date
Order
Unique number of the order
Order Date
The date and time the order was placed
Ship-to Name
The name of the person to whom the order is shipped
Total Quantity
Total quantity of items to ship
Action
View opens the shipment in edit mode

Additional columns:

Column
Description
Order Status
Indicates the order status
Purchased From
Indicates the website, store, and store view where the order was placed
Customer Name
The name of the customer or buyer who placed the order
Email
The email address of a registered customer
Customer Group
The name of the customer group or shared catalog to which the customer is assigned
Billing Address
The name of the customer or buyer who placed the order
Shipping Address
The name of the person to whom the order is shipped
Payment Method
The method of payment to be used for the order
Shipping Information
The method that is to be used to ship the order

Create a shipment

The following instructions walk you through the process to create a shipment in Adobe Commerce or Magento Open Source. If you have Inventory Management enabled, you may want to review Create Multi-Source Shipments and select a source (or location) and a quantity to send per line item.

  1. On the Admin sidebar, go to Sales > Orders.

  2. Find the order in the grid and open it.

  3. If the order is paid, invoiced, and ready to ship, click Ship.

    The sections at the top of the shipment contain name, address, and payment information from the sales order.

  4. Complete each section of the shipment form using the instructions in the following sections.

Items to Ship

For each line item in the order, modify the Qty to Ship as needed.

Shipping Information

Method 1: Using the order page

  1. On the Admin sidebar, go to Sales > Orders.

  2. In the Action column for the selected order, click View.

  3. Click Ship.

  4. Scroll down to the Payment & Shipping Method block and click Add Tracking Number.

  5. Set Carrier:

    • Custom Value
    • DHL
    • Federal Express
    • United Parcel Service
    • United States Postal Service

  6. To track the shipment, enter the Title and Number .

Method 2: Using the shipment page

This method is only allowed if the order shipment has already been created from the order page.
You can modify shipping and tracking information as needed using the direct shipment page:

  1. On the Admin sidebar, go to Sales > Shipments.

  2. Find and open the shipment in edit mode.

  3. Scroll down to the Payment & Shipping Method block.

  4. Select the Carrier.

  5. Enter a Title for the package.

  6. Enter the tracking Number.

  7. Click Add.

  8. To send an email with tracking information to customer, click Send Tracking Information, and confirm the action.

    To track the location of any shipment, open the required shipment in edit mode and click Track this shipment.

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    Shipping and Tracking Information

Buttons

Button
Description
Back
Closes the New Shipment form, and returns to the order
Submit Shipment
Adds the shipment for the order.
Reset
Restores all fields to original values.

Shipping comments

  1. Enter Comments for the shipment, if needed.

  2. When the shipment is ready, click Submit Shipment.

Set up comments for shipments

  1. On the Admin sidebar, go to Stores > Settings > Configuration.

  2. Under Sales, select Sales Email.

  3. Expand the Shipment Comments section and modify the settings as needed:

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    Shipment comment configuration

    • The Enabled option is set to Yes by default, which means that the email is sent to a customer when a shipping comment is entered.

    • For Shipment Comment Email Sender, select the person from whom the shipment comment email is sent. The default offers five email addresses.

    • For Shipment Comment Email Template, select the template based on your requirement or select the default option.

    • For Shipment Comment Email Template for Guests, choose the template used for customers who do not have an account in your store.

    • For Shipment Comment Email Copy To, enter the email addresses to send a shipment comment email copy. Separate multiple email addresses with a comma.

    • For Shipment Comment Email Copy Method, select bcc (blind carbon copy) or separate email copy method based on your preference.

  4. Click Save Config.

Cancel a shipment

Before a shipment is dispatched to a carrier, it can be canceled by opening the order and navigating to the shipment, provided the carrier supports cancellations. Some carriers restrict or limit cancellations after a booking. For example, UPS allows cancellations, but requires that you wait 24 hours after the shipment is booked. If a shipment is canceled, the cancellation cannot be reversed. The only recourse is to recreate the order.

  1. On the Admin sidebar, go to Sales > Orders.

  2. Find the order in the grid.

  3. In the Action column, choose View.

  4. In the left panel, choose Shipments.

    If the shipment can be canceled, Cancel Shipment appears as an option in the top button bar.

  5. Click Cancel Shipment.

  6. When prompted to confirm, click OK.

The status of the shipment changes to Canceled. If the carrier does not support cancellations, an error message appears and explains why the shipment could not be canceled.

Shipment field descriptions

Shipping Information

Field
Description
Carrier
The name of the selected carrier
Title
A descriptive name assigned to the package by the carrier.
Number
The linked tracking number that is assigned to the package.
Action
Trashcan icon - Deletes the package information from the shipment record.
Add
Add another package to the shipment.

Route Information

Field
Description
Origin Location
Displays a list of available locations.
International
If checked, identifies the shipment as an international shipment.

Items Ordered

Field
Description
Description
The description of the item.
SKU
The Stock Keeping Unit of the item.
Weight
The weight of the item.
Qty Ordered
The quantity of the item that was ordered.
Qty Shipped
The quantity of items that have been shipped.
Qty Packed
The number of items included in this package.

Shipment Comments

Field
Description
Comments
Comments about the shipment are for internal use.

Documentation

Field
Description
Package Label
PNG - Download the shipment package label. Size: A6 (105 x 148mm; 4.1 x 5.6 in.)
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