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Sampling - Shipping and Tracking

Vestis Labs

Last Update 2 months ago

The Shipping & Tracking module enables users to manage shipment details and monitor the delivery status of sampling orders to ensure timely, accurate, and transparent shipment updates throughout the sampling process.

On the Shipping & Tracking page, there are four sub-menus designed to help users efficiently manage and monitor shipment activities:
Active Shipment
  • View and track all ongoing sample shipments that are currently being prepared, dispatched, or in transit. Users can monitor shipment progress, carrier details, tracking numbers, estimated delivery dates, and shipment status updates in real time.
Delivered
  • Review completed sample shipments that have been successfully delivered to their destination. Users can verify delivery information, delivery dates, recipient details, and shipment history for record-keeping and follow-up purposes.
Analytics
  • Analyze shipment performance and logistics activities related to sample deliveries. Users can monitor shipment volume, delivery timelines, carrier performance, and overall shipping efficiency to improve operational visibility and decision-making.
Document
  • Access and manage shipment-related documents associated with sampling orders, including packing lists, shipping labels, invoices, courier receipts, and proof of delivery documents for easy reference and compliance tracking.

Users can also create new sample shipments directly from this page, allowing them to efficiently manage, monitor, and track the delivery process from shipment preparation through final delivery.
Navigate to Shipping & Tracking

Go to Sampling → Shipping & Tracking in the left sidebar. You'll land on the Active Shipments tab. If no shipments exist yet, click + Create Shipment in the top-right corner or the button in the center of the page.

Select an origin factory

In the Create New Shipment dialog, click the Factory dropdown under Origin Factory and select the factory this shipment will originate from (e.g. Bloom House).

Choose a shipment type

Under Shipment Type, select either Full Shipment (all items) or Partial Shipment (selected items only). Full Shipment is selected by default.

Select sample requests

A list of pending sample requests from the chosen factory appears.

Check the boxes next to the requests you want to include in this shipment. All items are selected by default for a Full Shipment.

Add a destination

Scroll down to the Destinations (0) section and click + Add Destination. A Destination 1 card appears with a Delivery Location dropdown.

Select a delivery location

Click the Delivery Location dropdown and choose a saved location (e.g. Main Warehouse). The location's address details (street, city, country) will display below the dropdown.

Allocate sample requests to the destination

Check the sample request(s) you want routed to this destination. The Destination summary at the bottom of the card updates to show the total units allocated.

Edit destination details (optional)

Click the pencil/edit icon next to the location name to update its details: Name, Code, TAX/VAT, Registration Number, Address, City, Country, Postcode, Website, and Contacts. Click Save when done.

Enter a tracking number (optional)

Scroll to the Shipment Details section. Type a tracking number in the Tracking Number field if you already have one. This field is optional.

Select a carrier

Click the Carrier dropdown (required field). Choose from available carriers such as Fedex, Evergreen, or Logistic.

Set the estimated ship date

Click the Estimated Ship Date field (required). A calendar picker opens — click your desired ship date. 

Enter shipping cost and tracking URL

Type the shipping cost in the Shipping Cost (€) field (e.g. 10). 

Optionally, paste a carrier tracking link into the Tracking URL field.
Add shipment notes (optional)

Use the Shipment Notes text area for special handling instructions, customs information, or any other relevant notes.

Click Create Shipment to save 

 
Check delivered shipments

Click the Delivered tab at the top of the Shipping & Tracking page to see all shipments that have been marked as delivered. You can search, filter, and sort this list the same way as Active Shipments.

View shipment analytics

Click the Analytics tab to open the Sampling Shipment Analytics dashboard. It shows headline metrics: Total Shipments, Preparing, In Transit, Delivered, and Cancelled counts at a glance.

Click the Documents tab. 

The Document Management page lets you manage all shipping documents (invoices, customs forms, etc.) for your sample shipments.

Start uploading a document

Click + Upload Document in the top-right corner (or the center button).

An Upload Document dialog opens, listing your existing shipments.
Upload the file

After selecting a shipment, a Shipment Documents panel opens showing all documents for that shipment. Click + Upload to browse and attach your file. 

The document count will update once uploaded.

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