Skip to content
ShipEdge Core Logo ShipEdge Core Documentation

Shipped Orders

The Shipped Orders view shows all orders that have been completed and shipped to customers. This is your historical record of fulfilled orders. Use this view to track shipments, generate reports, print packing lists, and manage post-shipment tasks like reverting orders back to processing if needed.

Why Use Shipped Orders View?

Section titled “Why Use Shipped Orders View?”

Shipment History

Access complete historical records of all shipped orders with tracking information, shipping dates, and customer details.

Advanced Filtering

Filter by date range, shipping method, carrier, channel, account, order type, and more. Find specific shipments quickly.

Bulk Actions

Perform actions on multiple orders at once - print packing lists, revert to processing, or change sub-status for many orders.

Export Data

Export shipped orders data to CSV or Excel for reporting, accounting, or analysis. Export up to 5,000 records at once.

Understanding Shipped Orders

Section titled “Understanding Shipped Orders”

What Orders Appear Here?

Section titled “What Orders Appear Here?”

The Shipped Orders view shows orders with:

  • Order Status 9: Shipped orders
  • Order Status 43: Other shipped status variations
  • Excludes: Transfer orders

Orders automatically appear here after they are marked as shipped during the shipping process.

Column Information

Section titled “Column Information”

The table displays these key columns:

  • Select All: Checkbox to select all orders, plus bulk action dropdown
  • Ship#: Order ID (ShipEdge internal order number)
  • Company Name: Account/company name
  • Order#: Customer order number
  • Reference#: Order reference number
  • Order Type: Type of order (Sale, Return, etc.)
  • Shipping Method: Shipping method used
  • Ship to: Customer shipping address and contact info
  • Tracking#: Carrier tracking number
  • Sub status: Delivery status (Ready to Process, On Delivery, Delivered, Failed Delivery)
  • Order Date: Date order was created
  • Shipping Date: Date order was shipped
  • Channel: Sales channel/integration name
  • Shipping Carrier: Shipping carrier name

How to Use Shipped Orders

Section titled “How to Use Shipped Orders”

  1. Navigate to Shipped Orders

    Go to Orders in the main menu, then click Shipped Orders. Or navigate directly to /shipped_orders.php.

  2. Set Time Range Filter

    Use the year filter dropdown to choose:

    • Last 2 months (default)
    • Last month
    • Last 10 days
    • Specific year (e.g., “Orders 2024”)

    Or click Today to see only orders shipped today.

  3. Apply Filters

    Use column filters to narrow results:

    • Ship#: Enter specific ship numbers (comma-separated)
    • Company Name: Select one or more accounts
    • Order#: Enter order numbers (comma-separated)
    • Reference#: Search reference numbers
    • Order Type: Select order types
    • Shipping Method: Select shipping methods
    • Ship to: Search customer addresses
    • Tracking#: Search tracking numbers
    • Sub status: Select delivery statuses
    • Order Date: Date range picker
    • Shipping Date: Date range picker
    • Channel: Select sales channels
    • Shipping Carrier: Select carriers

  4. Search Across All Columns

    Use the search box at the top right to search across all visible columns. The search has a 2-second delay to improve performance.

  5. View Order Details

    Click the Ship# link to open the order detail view in a new tab. Or click the + button next to items count to expand and see product details inline.

  6. View Product Details

    Click the + button with item count (e.g., ”+ (3)”) to expand product details:

    • Product images
    • SKU numbers (clickable links)
    • Product descriptions
    • Sold prices
    • Quantities
    • UOM (Unit of Measure)
    • Inventory assignment status

  7. Select Orders for Bulk Actions

    Check individual order checkboxes or use Select All to select all visible orders. Selected count appears at the bottom of the table.

  8. Perform Bulk Actions

    Click Actions dropdown with selected orders:

    • Packing List: Generate packing list PDF for selected orders
    • Revert to Processing: Move orders back to processing status
    • Change Sub-status: Update delivery sub-status for selected orders

  9. Export Data

    Click CSV or EXCEL buttons to export filtered data:

    • Exports up to 5,000 records maximum
    • Includes all visible columns except checkboxes
    • Filename includes timestamp
    • Excel format preserves long tracking numbers as text

  10. Copy Information

    Click clipboard icons next to:

    • Ship#: Copy order ID to clipboard
    • Tracking#: Copy tracking number to clipboard
    • Tracking links open carrier tracking pages

  11. Reset Filters

    Click Reset Filters button to clear all filters and return to default view.

  12. Refresh Data

    Click Refresh button to reload the table with latest data without changing filters.

Sub-Status Meanings

Section titled “Sub-Status Meanings”

Orders can have delivery sub-statuses that indicate their current delivery state:

Sub-StatusBadge ColorDescription
Ready to ProcessBlueOrder shipped, ready for carrier processing
On DeliveryYellowPackage is in transit with carrier
DeliveredGreenPackage successfully delivered to customer
Failed DeliveryRedDelivery attempt failed (returned, refused, etc.)

Sub-statuses help track orders through the delivery process after they leave your warehouse.

Bulk Actions

Section titled “Bulk Actions”

Packing List

Section titled “Packing List”

Generate packing list PDFs for selected orders:

  1. Select one or more orders using checkboxes
  2. Click Actions → Packing List
  3. System generates PDF with order details and product information
  4. PDF opens in new window/tab for printing or saving

Revert to Processing

Section titled “Revert to Processing”

Move shipped orders back to processing status:

  1. Select orders you want to revert
  2. Click Actions → Revert to Processing
  3. Orders return to processing status
  4. Use this if orders need to be modified or re-shipped

Change Sub-Status

Section titled “Change Sub-Status”

Update delivery sub-status for multiple orders:

  1. Select orders to update
  2. Click Actions → Change Sub-status
  3. Select new sub-status from modal
  4. Confirm changes
  5. Sub-status updates for all selected orders

Filtering Options

Section titled “Filtering Options”

Time Range Filters

Section titled “Time Range Filters”

Quick Filters:

  • Today: Shows only orders shipped today
  • Last 10 days: Recent shipments
  • Last month: Previous 30 days
  • Last 2 months: Default view

Year Filters:

  • Select specific year from dropdown
  • Shows all orders shipped in that year
  • Warning icon appears for past years

Column Filters

Section titled “Column Filters”

Each column has specific filter types:

  • Text Filters: Ship#, Order#, Reference#, Ship to, Tracking#

    • Enter text to search
    • Comma-separated values for multiple (e.g., “ORD-001,ORD-002”)
    • 2-second delay for performance

  • Multi-Select Filters: Company Name, Order Type, Shipping Method, Channel, Shipping Carrier

    • Select one or more options from dropdown
    • Use “Select…” placeholder to clear

  • Date Range Filters: Order Date, Shipping Date

    • Click to open date picker
    • Select start and end dates
    • Shows date range below filter

  • Sub-Status Filter: Select delivery status

    • Ready to Process
    • On Delivery
    • Delivered
    • Failed Delivery

Search Function

Section titled “Search Function”

The global search box searches across:

  • Order numbers
  • Reference numbers
  • Customer names
  • Addresses
  • Tracking numbers
  • And other visible text fields

Search has a 2-second delay to improve performance with large datasets.

Export Options

Section titled “Export Options”

CSV Export

Section titled “CSV Export”
  • Format: Comma-separated values
  • Max Records: 5,000
  • Filename: shipped_orders_YYYY_MM_DD_HH_mm_ss.csv
  • Columns: All visible columns except checkboxes
  • Use For: Data analysis, import into other systems

Excel Export

Section titled “Excel Export”
  • Format: Microsoft Excel (.xlsx)
  • Max Records: 5,000
  • Filename: shipped_orders_YYYY_MM_DD_HH_mm_ss.xlsx
  • Columns: All visible columns except checkboxes
  • Special Handling: Long tracking numbers preserved as text (not converted to scientific notation)
  • Use For: Reporting, accounting, presentations

Export Limitations

Section titled “Export Limitations”
  • Maximum 5,000 records per export
  • If filtered results exceed 5,000, reduce filters before exporting
  • System shows alert if export limit exceeded
  • Export includes only currently filtered/visible data

Best Practices

Section titled “Best Practices”

Use Date Filters

Start with date range filters to narrow results before applying other filters. This improves performance and makes data more manageable.

Save Filter Configurations

Bookmark filtered views for common searches. Use browser bookmarks with URL parameters to save filter states.

Export Regularly

Export shipped orders data regularly for backup and reporting. Keep exports organized by date range for easy reference.

Check Sub-Status

Monitor sub-statuses to track delivery progress. Filter by “Failed Delivery” to identify orders needing attention.

Use Bulk Actions Wisely

Verify selected orders before bulk actions. Double-check order numbers to avoid processing wrong orders.

Track Today's Shipments

Use the “Today” filter button daily to review and verify today’s shipments before end of day.

Section titled “Related Features”
Section titled “Quick Links”

From the Shipped Orders page header, you can access:

  • Shipping Labels log: View shipping label history and print status
  • Billing Adjustment: Access billing adjustment tools
  • Carrier Manifests: View and manage carrier manifest files

Order Details

Section titled “Order Details”

Click any Ship# link to open the full order detail view, which shows:

  • Complete order information
  • All products and quantities
  • Shipping and tracking details
  • Order history and status changes
  • Customer information
  • Notes and comments

Troubleshooting

Section titled “Troubleshooting”

Common Issues

Section titled “Common Issues”

Orders not appearing

  • Check: Order status must be 9 or 43
  • Check: Order type must not be Transfer (typeorder_id = 14)
  • Check: Date filter might exclude the order
  • Solution: Adjust date range or check order status

Export limit exceeded

  • Cause: More than 5,000 records match filters
  • Solution: Add more filters to reduce result count, or export in date ranges

Filters not working

  • Cause: Browser cache or JavaScript issues
  • Solution: Click Reset Filters, then refresh page (F5)
  • Check: Ensure JavaScript is enabled

Tracking links not opening

  • Cause: Pop-up blocker or carrier link issue
  • Solution: Allow pop-ups for ShipEdge domain, or copy tracking number and visit carrier site manually

Sub-status not updating

  • Cause: Permission issue or order locked
  • Solution: Check user permissions, ensure order isn’t being processed elsewhere
  • Check: Verify order status allows sub-status changes

Performance issues with large datasets

  • Cause: Too many records loaded
  • Solution: Use date filters to reduce dataset size
  • Tip: Use “Last 10 days” or “Last month” for better performance

Getting Help

Section titled “Getting Help”

If you continue to have issues:

  1. Check that your user account has proper permissions
  2. Verify order statuses are correct
  3. Try resetting filters and refreshing
  4. Check browser console for JavaScript errors
  5. Contact ShipEdge support with specific order numbers and error details
Section titled “Related Documentation”