Welcome to your new shipments page!
In this article, we'll complete a short walkthrough of this page to help get you familiar with how to use it. First, let's take a look at the filters:
These filters help you drill down to see only specific shipments.
The top row of the filters let's you choose which products you want to see based on the product's billing settings. This let's you see shipments that are related together: For example, subscriptions that rebill on the first should be shipped at the same time. In the example screenshot above, since "Monthly (1st rebill)" is selected, I'll only see shipments that are tied to subscriptions that rebill on the first.
The next row of filters let's you get even more specific.
The "Shipment Status" filter lets you choose a shipment status to filter on. Pretty straight-forward.
The "What to Ship" filter has a little bit more going on: this filter is designed to let you know what you need to ship RIGHT NOW in addition to what you'll want to ship next month.
"Current Batch" includes the items that are currently ready to be shipped to customers. The Current Batch start date corresponds to the start date of, not your last cutoff window, but the cutoff before that. The end date of the Current Batch corresponds to the start date of your last cutoff window. Below is a scenario to help illustrate this a little bit better.
I have a product (called "Coffee Filters") that I ship monthly. It rebills on the last day of every month. It also has a 10-day cutoff window (which is default for a product). If it is currently June 18th, that means my Current Batch will have a start date of April 20th and an end date of May 21st. This is because my April cutoff window starts on the 20th and my May cutoff window starts on the 21st.
The "Next Batch" filter functions like the "Current Batch" except the start and end dates are moved up a batch. That means that, in my previous scenario, the "Next Batch" start date corresponds to the start of my previous cutoff window (May 21st) and the end date corresponds to the start of my next cutoff window (June 20th).
So, if you're wanting to see all shipments in the current batch that you haven't shipped yet, you can select "Unshipped" from the status filter and "Current Batch" from the "What to Ship" filter and you'll have a list of what needs to be sent out
For more information on what to ship and the Current Batch, check out this help article on the subject.
If you have multiple products that both are on the same cycle, you can use the product filter to filter on only one of those products.
Each shipment entry in the list contains lots of information about the product, the subscription, and the customer that are tied to the shipment.
The information on the left tells you about the Product: the name as well as the product SKU.
In addition to this product info, if this shipment was generated as a part of a subscription order with prepaid terms, you'll see a number that tells you what number the shipment is in the sequence.
On the right side of this area, we list the customer, order, and subscription info. In addition, we also show the order date of the shipment.
For shipments that are connected to a subscription with prepaid terms, this order date on the shipment is adjusted to reflect the cycle of the subscription product.
For example, if a customer places an order for a 3-month prepaid subscription on May 24th 2014, the first shipment generated will have an order date of May 24th 2014. The second shipment generated will have an adjusted order date of June 24th 2014 and the final shipment generated will have an adjusted order date of July 24th.
On the other side of the shipment, you can see shipment status and shipping address. You can also choose to mark the shipment as shipped or print a label for your shipment.
For more information on how to print a label, check out our help article on the subject.
If you have any questions, comments, or concerns, please feel free to email us at Cratejoy Support