Articles on: Tracking & Status

Manage Shipments in AfterShip Tracking

Plans: All plans Platforms: All platforms

Overview



AfterShip Tracking’s Shipments dashboard lets you easily create, find, and manage shipments with many features and functionalities. This article will take you through every one of them in detail with additional resources to help you explore and understand the functionality of each feature better.

What you’ll learn



Items
1. Prerequisites
2. Understanding shipments dashboard
a. Import shipments to the shipments dashboard
b. Export shipment data
c. Refresh shipments
d. Update shipments by CSV
3. Shipment details dashboard
a. Edit columns
b. Available columns(headers)
4. Find shipments
a. Search bar
b. Filter shipments
c. Sort shipments
5. Shipment dashboard tabs
a. Create custom shipment views
6. Bulk actions
7. Viewing shipment details


Before you start



Ensure you meet the following prerequisites before proceeding.

Action requiredImplementation
Create an AfterShip Tracking AccountYou can opt for a Free Trial or choose one of the Paid plans to suit your business needs. Feature availability depends on the plan you choose.
Connect your online store with AfterShip TrackingAfterShip allows integration with eCommerce systems and plugins like Shopify, BigCommerce, WooCommerce, eBay, Magento, and many more. Automatically import tracking numbers from shopping carts, marketplaces, and CSV files to streamline shipping processes.
Invite Members and Manage RolesInvite other members of your organization to access AfterShip Tracking data and grant them role-based access based on their key responsibilities within the company.
Add and auto-detect carriersUse AfterShip Tracking’s advanced algorithm and artificial intelligence to analyze tracking numbers and determine which carrier is responsible for the shipment.


Understanding shipments dashboard



Once your store is connected to AfterShip Tracking, you can invite team members, assign roles for access to specific data in the AfterShip Tracking admin, and set up your carriers in your account. Here’s how to add or import shipments and manage them effectively from the AfterShip Tracking Shipments dashboard.



A. Import shipments to the shipments dashboard



Begin tracking your shipments—either manually or automatically—through the API, app, or CSV, and import orders from your online store into the Shipments Dashboard.

You have several options for importing your store orders into the AfterShip Shipments dashboard for tracking.

Import orders automatically: Connect your online store with AfterShip Tracking and set up auto-import rules to import orders without manual intervention.
Import shipments using a CSV file: Bulk-import trackings to the Shipments dashboard for auto-tracking and status updates email notifications.

You can upload CSV manually
You can auto-fetch tracking from a CSV file on your server at a specific time to the Shipments dashboard.

Manually import shipments: Manually add shipments to the AfterShip Shipments dashboard for tracking.
Import orders using AfterShip Tracking API: AfterShip Tracking empowers you to effortlessly create, update, and manage your shipments with efficiency.

You can seamlessly create and manage tracking with AfterShip's Tracking API and use AfterShip's post-purchase services from the admin portal. Or you can store the tracking data through API and webhook, and customize the post-purchase services yourself.

B. Export shipment data



Download AfterShip Tracking Shipments data for a comprehensive overview of all shipments tracked in AfterShip. This includes details such as order ID, delivery date, origin and destination, and country name, among others. You can also apply filters to tailor the export results to your needs.



You can export shipment data in CSV format.
You can use Google Sheets to open CSV export files of shipment data.
You can use the Google Sheets add-on to export shipment data.
You can export shipment reports in a custom format.

C. Refresh shipments



The Refresh option on the Shipments dashboard initiates a backend update with AfterShip Tracking to sync any available updates from the carrier’s website that haven’t yet been reflected in AfterShip Tracking. Typically, tracking updates are synced in real time on the AfterShip Tracking dashboard. Additionally, an automatic refresh occurs every 3-12 hours to ensure new tracking updates from carriers are incorporated.

D. Update shipments by CSV



AfterShip Tracking enables you to update important information of multiple shipments in one go via CSV to cater to diverse business needs in different scenarios effortlessly.

Bulk update the customer’s phone number and address postal code to get accurate tracking updates from the carrier.
Bulk update the carrier slug of pending and non-pending shipments (excluding expired shipments).
Bulk update the shipment status to DELIVERED, LOST, or RETURNED_TO_SENDER in scenarios when the carriers do not provide or update the package checkpoint once it reaches the destination.

You can also update individual shipment information in the Shipments dashboard. Learn more>

Shipment details dashboard



The Shipments dashboard provides a centralized view of all orders and tracking information for your shipments, giving you a comprehensive overview of their status and highlighting where your intervention may be needed to ensure smooth operations.

Edit columns



On the Shipments dashboard, you can quickly access key information at a glance. You have the flexibility to show or hide specific columns, allowing you to focus on the data that is most relevant for tracking progress and analysis.



Click the Columns icon on the far end of the dashboard.
Select the columns you wish to see on the dashboard under the Available columns section.

Tracking number is a default and static column and cannot be hidden.

The columns you select will appear under the Displayed columns section simultaneously from where you can set their position in which they will appear on the dashboard.
You can also remove column(s) if you no longer want to display them on the dashboard.

Available columns



Mentioned below is the table summarizing the meaning of each column in a shipments dashboard:

Column nameMeaning
Tracking numberUnique identifier for tracking the shipment.
Order numberUnique identifier for the order associated with the shipment.
Shipment titleTitle of the shipment for easy reference which by default is the order number.
CarrierCarrier responsible for the shipping and delivery of the shipment.
ServiceType of shipping service used (e.g., standard, express).
StatusCurrent status of the shipment (e.g., in transit, delivered). Learn more about AfterShip delivery statuses
Sub-statusMore detailed status information (e.g., departure scan for the shipment currently in transit.) Learn more about delivery sub-statuses
IssuesAny problems encountered during shipping (e.g., Returned to sender, Shipment lost, and Shipment damaged).
Latest eventMost recent update or milestone in the shipment process. (e.g., Shipment Left FedEx origin facility, FedEx®, FRESNO, CA, 93725, US, United StatesOct 21, 2024 at 08:14 pm )
OriginLocation where the shipment is sent from.
DestinationFinal delivery location of the shipment.
Transit timeTotal time taken in days for the shipment to travel from origin to destination.
Estimated delivery datePredicted date when the shipment is expected to arrive. Please note that if carrier-provided EDD is not available, no EDD will be displayed unless you enable Post-purchase estimated delivery dates in the AfterShip admin.
On-time statusIndicator of whether the shipment is on track to meet its delivery date. (e.g., Late, on time, early, overdue, etc.)
Create dateDate when the shipment was created in the system.
Customer nameName of the customer who placed the order.
Shipment weightTotal weight of the shipment, often used for shipping cost calculations.
NotesAdditional comments or information related to the shipment.
TagsKeywords or labels assigned to the shipment for categorization.
Promised delivery dateDate promised to the customer for delivery.
Delivery dateActual date when the shipment was delivered.
Order dateDate when the order was placed.
Ship dateDate when the shipment was dispatched.
Pickup dateDate when the shipment was picked up by the carrier.
Order IDUnique identifier for the order, often used interchangeably with an order number.
StoreName of the store from which the order was made. The stores linked to your account from where the shipment is imported will be shown.
Shipping methodMethod of shipping chosen by the customer (e.g., ground, air, water, etc).
Custom fieldsAdditional fields specific to the business needs. Custom fields are added by the business themselves for better shipment management and reporting purposes.
Carbon emissions (Contact sales team to unlock)Estimated environmental impact of the shipment in terms of carbon output. Only available for users on Enterprise Standard and Advanced plan
AdvancedOnly available for users on Enterprise Advanced plan
Last mile carrierCarrier responsible for the final delivery leg of the shipment.
First mile transit timeThe time between the first carrier picking up/receiving the shipment and when they hand it over to the last mile carrier.
Last mile transit timeThe time between the last mile carrier receiving the shipment and delivering it to the customer.
Failed delivery attemptsNumber of unsuccessful attempts to deliver the shipment.


Find shipments



There are several effective methods to locate specific shipments, streamlining your shipment management process.



The search bar can be used to find shipments based on specific keywords like order number, customer name, customer email, tracking number, etc. Discover more on Individual Shipment Searches here.



2. Key filters


You can also apply filters based on criteria such as shipment status, delivery date, or destination. It helps you focus on the most relevant information without getting overwhelmed. You can use the Add filters option to select available filters and narrow down shipment data based on those selected filters.

Click Add filters
Select a filter from the list of available filters.
The filter you select will appear under the search bar for you to apply the logic and choose the filter options.



For example, you want to filter data based on the eCommerce store they have been synced from and originally placed.

The Filter you select is Store.
Under the search bar, click Store and select the Logic. The logic helps further funnel and refine results whether you want the criterion you are about to select and their consecutive results to be included in the output or not.

a. is any of: This option ensures that the output includes data related to any of the criterion selected.
b. is none of: This option ensures that the output excludes data related to any of the criterion selected.

If you select that Store data is any of from the sales-demo-account store, all the shipments from the sales-demo-account will be filtered and displayed on the Shipments dashboard.



The filters are divided into three categories

General: Filter shipments based on general information like carrier, destination, source, etc.
Timeline: Filter shipments based on specific dates and timelines like estimated delivery date, pickup date, shipment creation date, and more
Events: Filter shipments based on the specific events that happened with the shipment like the latest location, issues, latest checkpoint date, and more.
Advanced: Microscopic filters tailored for users on Enterprise Advanced plans to provide more detailed insights.

General filtersDefinition
StatusCurrent status of the shipment (e.g., in transit, delivered)
Carrier/ServiceCarrier responsible for the shipping and delivery of the shipment.
Shipping methodMethod of shipping chosen by the customer (e.g., ground, air, water, etc).
OriginLocation where the shipment is sent from.
DestinationFinal delivery location of the shipment.
TagsKeywords or labels assigned to the shipment for categorization.
Shopify tagsKeywords or labels assigned to the order associated with the shipment for categorization in Shopify
SourceThe source from where the shipments is imported. E.g., Shopify, Tracking API etc.
StoreName of the store from which the order was made. The stores linked to your account from where the shipment is imported will be shown.
VendorAn individual or brand that is selling the items


Timeline filtersDefinition
Order dateThe ordered date of the shipment.
Ship dateDate when the shipment was dispatched.
Pickup dateDate when the shipment was picked up by the carrier.
Delivery dateThe delivery date of the shipment.
Created dateThe date that the shipment was created in AfterShip Tracking.
Promised delivery dateThe date of the latest checkpoint of the shipment.
Estimated delivery dateThe date of the latest checkpoint of the shipment.
Transit timeTotal delivery time in days.
On-time statusDescribing whether the tracking is delivered on time or not.


Events filtersDefinition
IssuesAny problems encountered during shipping (e.g., Returned to sender, Shipment lost, and Shipment damaged).
List of issues
Returned to sender
Shipment lost
Shipment damaged
Lastest locationThe location of the latest checkpoint of the shipment.
Latest update dateThe date of the latest checkpoint of the shipment.
Historical events (beta)Historical events of a shipment.
List of events
Shipment canceled
Redelivery scheduled
Shipment dropped off at a collection point
Misrouted rerouted
Rejected by recipient
Delivered to neighbor
Signed by customer
Delivered to a location
Held by customs (More to come)
Specific events The specific events filter in AfterShip Tracking assists users in filtering shipments based on events that occurred at a designated time or location and were triggered by a particular reason.
Custom fieldsAdditional fields specific to the business needs. Custom fields are added by the business themselves for better shipment management and reporting purposes.


Advanced filtersDefinition
Only available for users on Enterprise Advanced plan
Last mile carrierCarrier responsible for the final delivery leg of the shipment.
First mile transit timeThe time between the first carrier picking up/receiving the shipment and when they hand it over to the last mile carrier.
Last mile transit timeThe time between the last mile carrier receiving the shipment and delivering it to the customer.
Failed delivery attemptsNumber of unsuccessful attempts to deliver the shipment.


FilterDefinition
Carbon emissions (Contact sales team to unlock)Estimated environmental impact of the shipment in terms of carbon output.


Learn how to apply these filters and the consecutive filter options available for each filter in this guide.

3. Sort shipments


You can sort your shipment data according to specific criteria or parameters to easily view and analyze them in a way that caters to your needs. By sorting data, you can quickly find relevant shipments and track their status more effectively. Shipment data sorting can be performed based on the following filters.




Latest Event: Sort shipments by the most recent event recorded.
Created Date: Organize shipments based on when they were created.
Order Date: Sort by the date the order was placed.
Ship Date: Organize shipments by ship date.
Pickup Date: Sort based on when the shipment was picked up.
Estimated Delivery Date: Organize shipments by the expected delivery date.
Promised Delivery Date: Sort based on the promised date for delivery.
Delivery Date: Organize by the actual delivery date.
Order Number: Sort shipments according to their order numbers.
Shipment Title: Organize based on the titles of the shipments.

You can choose to sort the data either Oldest to Newest or Newest to Oldest.

Shipment dashboard tabs



The shipment dashboard features seven default tabs designed to help you efficiently find, filter, and sort shipments. These tabs provide a streamlined way to manage and monitor your shipments, making it easier to stay organized and informed.



All Shipments: This tab displays a comprehensive list of all shipments irrespective of the tracking status, allowing you to view everything in one place.
Exceptions: This tab highlights shipments that have encountered issues or deviations from the expected delivery process, such as delays or problems with tracking. Know everything about exception shipments in this detailed tutorial.
Failed Attempts: The tab displays shipments that were not successfully delivered on the first try, indicating that a delivery attempt was made but was unsuccessful.
Expired: This tab shows shipments that are past their expected delivery window with no tracking information from the last 30 days.
Out for Delivery: This tab lists shipments that are currently on their way to the recipient, indicating they are in the final stage of the delivery process.
Delivered: This tab contains shipments that have been successfully delivered, allowing you to track fulfilled orders.
Pending: This tab shows shipments that are awaiting action from the carrier. Learn more about pending status in AfterShip Tracking

Create custom shipment views



AfterShip Tracking’s shipment visibility module enables you to create and save custom views for your shipment records based on specific conditions and criteria. This allows for quick access to important shipment information relevant to your business, facilitating more efficient shipment management.

Create new views


Custom views are created with the filters, sequence (order of column), column choices (show or hide), and sorting criteria. You can also save the search results under a view when you search for specific terms in the search bar.

Go to Shipments in the AfterShip Tracking admin
Go to the All tab, select the filters, edit columns, apply sorting conditions, or run a search to fetch the shipments data you want

a. Click Save view as in the extreme left end or,
b. Click the + Create new view. Select whether you want to save the current view with the applied filters or without them




Save the view with an easy-to-recognize name and use it later on for easy access without applying the filters again
The newly saved custom view will automatically appear at the top filter bar
The saved or default view can be edited with new filters, or you can remove some. Just click Save view as again to save the existing view with the updated version

You can select the saved view at any time to view only the orders that match your criteria
To switch between views, simply click the view you'd like to see

Saved views are available to all the members of one organization.

You can also edit and rename the default views (filters) with updated criteria to better meet your needs. Custom shipment views can include a combination of filters, sorting options, search results, custom columns, and column sequences.

Here’s the complete guide on how to create, edit, and remain custom shipment views can be implemented to prioritize the data you need most, allowing for easier monitoring of your shipments.

Bulk actions



The AfterShip Tracking Shipment Dashboard offers several bulk actions to streamline shipment management.

Bulk import : Upload multiple shipments at once using a CSV file.
Bulk export : Download data for multiple shipments for analysis or record-keeping.
Bulk update : Modify the status or details of multiple shipments simultaneously.
Bulk delete: Remove several shipments from your dashboard in one action.
Bulk update carrier: Assign tracking numbers or carriers to multiple shipments at once.
Bulk tag: Create and add tags to multiple shipments for easier organization and tracking.
Bulk search : Quickly find multiple shipments at once by tracking number to enhance your management process.

These bulk actions help save time and improve efficiency when managing large volumes of shipments.

Viewing shipment details



The AfterShip Tracking Shipment Detail sidebar provides a comprehensive view of shipment information and status updates.



ComponentDescriptionAdditional considerations
Tracking numberUnique identifier for the shipment (e.g., 280836096790).
View tracking pageLink to view detailed tracking information directly on the AfterShip branded tracking page.To direct customers to view shipment updates, you need to enable and set up your branded tracking page. If you have multiple variations of the tracking page, customers will be sent to either the default page or the page that aligns with the applicable segmentation rules.
More ActionsOptions for additional actions related to the shipment, such as viewing shipment updates on the carrier website, deleting, and retracking
Supported actionsUse
1. View on carrier websiteDirect link to see the shipment status on the carrier website.
2. View all notificationsAccess to all notifications regarding the shipment.
3. DeleteOption to remove the shipment from the dashboard.
4. RetrackOption to refresh the tracking information for this shipment.
StatusView the current status of the shipment (e.g., In transit).
Sub-statusExample, Departure scan which indicates the last scan of the package, showing it has left the origin facility.
Update statusOption to manually update the status of the shipment to Delivered, Returned to sender, and Lost. Learn more >
Send notificationOption to manually send email, SMS, or webhook notification of the current status of the shipment
Estimated deliveryProjected delivery date for the shipment (e.g., Oct 28).
Transit timeDuration the shipment has been in transit (e.g., 0 day, indicating it just started).
On-time statusAlerts regarding potential delays (e.g., Trending late, +1d) or if the shipment is on-time (Trending on-time, -3d) or overdue.(Overdue, +4d
Picked upDate when the shipment was collected (e.g., Oct 22).The progress bar will indicate the shipment's current stage in its journey, with colors reflecting its current status.
DeliveredIndicates whether the shipment has been deliveredOnce the shipment is delivered, the progress bar will be fully colored to indicate completion.
RouteJourney of the shipment, showing origin and destination with all the shipment updates mentioned below from one checkout to another with timestamps. (e.g., BRASELTON, GA → FREMONT, CA / Info received Oct 19, 2024 at 05:16 pmIn transit Oct 23, 2024 at 12:15 am ).
Show all updatesOption to view the complete history of tracking updates for the shipment.
Shipment detailsSection for editing or viewing specific details about the shipment.
Order IDUnique identifier for the order; currently not provided.
Order numberNumber associated with the order; currently not provided.
Shipment titleTitle for the shipment (same as the tracking number).Click Edit to change the title of the shipment
Carrier (Slug)The shipping carrier handling the delivery (e.g., FedEx).Click the pen icon to update the carrier of the shipment. You can update the carrier 5 times per shipment. Learn more
Carrier service typeType of service used for shipping (e.g., FedEx Home Delivery).
Source/created AtIndicates how the shipment was created and the timestamp (e.g., API / Oct 22, 2024 or Shopify / Oct 13, 2024).
StoreName of the store from which the order originated (e.g., sales-demo-account)
Shopify tagsThe tags fetched from the eCommerce store (if any) are given to the order associated with the shipment.
Shipping addressAddress where the shipment is being delivered (e.g., Fremont, CA, US).
WeightWeight of the shipment (e.g., 23.3 lb).
Carbon emissionsInformation related to the carbon footprint of the shipment.To activate the carbon emissions report please reach out to your sales representative. The feature is limited to Enterprise Standard and Advanced plan customers.
Shipment tagsTags related to the shipment for easy identification.Learn more about shipment tags.
Shipping methodMethod used for shipping. (e.g., ground, air, water, etc.)
Postal codePostal code for the shipping address
Promised Delivery DateThe delivery date you imported with the shipment or passed to AfterShip Tracking through the Tracking API.
Estimated Delivery DateThis is the expected delivery date shown to customers in email and SMS notifications, and on your tracking page. (e.g., Oct 28, 2024).All EDDs are in the customer’s local time.
Original estimated delivery dateThe Original Estimated Delivery Date (EDD) is recorded in the admin as the first EDD that customers see on their email and branded tracking page. It is based on the earliest available EDD from various sources. (e.g., Oct 27, 2024).
View EDD sourcesThe option to see the priority of sources used for this shipment's current EDD. You can change the priority of the EDD sources in the Post-purchase EDD section , but it will only take effect when the EDD next updates.Learn more about how EDD sources are prioritized.
Delivered dateActual date of delivery.
Pickup dateDate when the shipment was picked up. (e.g., Oct 22, 2024).
Order dateDate the order was placed.
CustomerSection where customer information will be givenClick Edit to edit customer name and contact information.
ItemsLists the products included in the shipment.
Additional infoSection for any extra details about the shipment
SubscribersOption to add subscribers for tracking updatesClick Add to add subscriber information.
NoteSection to add any notes related to the shipment.Click Add to add any additional information or notes related to the shipment.
Custom FieldsEditable fields for additional information (e.g., store_name and store_url).Learn more about how to add and use shipment custom fields.

Updated on: 25/10/2024

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