Mark Item Shipped

Mark Item Shipped

Info
Module:  Order Detail Page
Topic: Mark Item Shipped
Version(s): Version 5.1 and up 
Editions: Standard, Commerce, Call Center

IdeaYou can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Actions Mark as Shipped to report on the action button usage

What Is the Shipped Button?

Changes the status of the item to Shipment Delivered. This button currently does not affect the status of the inventory items associated to the item.

Connect the Dots

Where will I see this within OLX?

You will see the Shipped Button on the Order Detail Screen.

What Reports can be pulled?

  1. Customer Service Activity Report Definitions
  2. Item Status Report Definitions

What Imports/Exports Relate to the Shipped Button?

  1. OLX Ship Confirmation Import Spec v4.0
  2. OLX Ship Confirmation Import v5.0


Trouble Shooting

  1. My item will not mark as shipped.

    1. Only items in the following item status are eligible to be marked shipped
      1. Item Ship Ready
      2. Item Awaiting Ship-Confirm
    2. Hover over the inventory icon of the item you are marking shipped
      1. If the status is back ordered, you will need to create a Tier 3 request to have an OrderLogix programmer update inventory status to Shipped.
    3. Only debit or exchange items are eligible to be marked shipped

Setup

Alert
eligible items are debit or exchange items AND in one of the following statuses: Item Ship Ready or Item Awaiting Ship-Confirm

The Shipped button is located above the line items on the bottom of the Order Detail screen.









  1. Select the items you wish to mark as shipped.
  2. If you want to select all the items, click the Check All link.
  3. If you want to deselect all the items, click the Uncheck All link.
  4. Choose a shipment processing account from the Shipment Processing Account drop down list.
  5. Enter a tracking number for the shipment.
  6. Choose a reason from the Reason drop down list.
    1. this is used when pulling reports
  7. Enter any notes about the item in the notes section.
    1. notes here will display on the customer record
  8. Click the  Save button to save your changes and mark the selected items as shipped.
    1. To cancel any of the current changes you have made, click the  Cancel button. This will close the Mark Item as Shipped window without saving any changes. 

 What to Expect

  1. Selected items will now show with item status of Shipment Delivered or Shipped Awaiting Settlement.
  2. Item will update on Customer Portal to show as "Shipped"
  3. The items being marked as shipped will create a new shipment transaction for those items and should not be associated to a current shipment transaction for the order.
  4. Will update the status of the customers autoships which prevents a new order until the last has shipped.
  5. Will update the Next Ship Date on customers autoships.

Copyright 2019
Revised 5.11.2026

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