Dispatches

AR Guide posted this on Dec 21, 2024

Admin Dashboard > Financials > Dispatches

Overview

The Dispatches section in the Admin Dashboard allows administrators to access all dispatch records generated on the site. The Dispatches page enables detailed tracking and management of dispatched items for orders.


Purpose

The Dispatches feature is designed to:

  • Provide an organized record of all dispatches related to orders.
  • Enable efficient dispatch management and tracking.
  • Allow visibility into the status of dispatched items, including shipment and delivery updates.

Key Features

  1. Dispatch Management:

    • View and manage all dispatch records for customer orders.
    • Track shipment statuses for dispatched items.
  2. Detailed Record Keeping:

    • Access comprehensive details for each dispatch, including customer information, shipping methods, and tracking numbers.
  3. Sorting and Searching:

    • Sort dispatch records by attributes like Dispatch ID, Customer Name, Order Number, or Status.
    • Search for specific dispatches using customizable filters.

Sections

1. Dispatch Overview

This section provides a summary view of all dispatch records in the system.

Available Data Fields:

  • Dispatch ID: Unique identifier for each dispatch.
  • Customer Name: The name of the customer associated with the dispatch.
  • Order Number: The order linked to the dispatch.
  • Date Dispatched: Date the items were dispatched.
  • Carrier: The carrier responsible for the shipment.
  • Tracking Number: Tracking details provided by the carrier.
  • Status: Current status of the dispatch (e.g., In Transit, Delivered, Pending).
  • Actions: Options to view, edit, or resend dispatch details.

2. Viewing a Dispatch

Administrators can view detailed information for each dispatch.

How to View a Dispatch:

  1. Navigate to Admin Dashboard > Financials > Dispatches.
  2. Search for the dispatch using filters such as Dispatch ID, Customer Name, or Order Number.
  3. Click on the dispatch to view full details.

3. Updating Dispatch Records

Dispatch records can be updated to reflect new statuses or corrections.

How to Update a Dispatch Record:

  1. Open the dispatch you wish to update.
  2. Modify the necessary fields, such as Status or Tracking Number.
  3. Save changes to update the dispatch record.

Example Use Cases

  1. Order Fulfillment: Track the status and delivery of items dispatched for customer orders.
  2. Customer Support: Access detailed dispatch information to address customer inquiries about shipments.
  3. Carrier Coordination: Update carrier and tracking information for accurate shipment tracking.

Best Practices

  • Regularly review dispatch records to ensure accurate tracking information.
  • Use filters to quickly locate specific dispatches for support or management purposes.
  • Notify customers promptly if there are changes to tracking details or delivery times.
Categories: Dispatches