Feature Release: 'Manage Shipment'

How do users use the 'Manage Shipment' feature?

This article explains the Manage Shipments feature that consolidates multiple workflows into a single, streamlined view.

Article Topics:

  • Key Highlights 
  • Edit Associated Distributions
  • Create New Associated Distributions

Tutorial Video

Shipping > Batches > Shipment > Edit Shipment

Key highlights include:
  1. Edit Shipment and Manage Associated Distribution workflows are now consolidated into one single view: Edit Shipment volume and requested date, modify existing Distributions, and create new Distributions all at once.
  2. Addition of Shipment Status Details.
  3. Comments are no longer required before saving.
  4. New Associated Distributions table for creating and editing shipments
  5. When users modify the Shipment Volume (up or down) and click Save, Swift displays a confirmation modal to ensure users are aware of the new total Batch volume.
  6. Footer action menu keeps common Batch actions readily available at the bottom of the page
    • 'Save Changes' button: Submit changes made to the Batch Details and Associated Shipments with the press of one button.
    • 'New Shipment' button: Add a new row to the Associated Shipment table.
    • 'Cancel Batch' option: Cancel the Batch and any Associated Shipment(s) and Distribution(s) in one seamless workflow
  7.  A unified view for both 'Edit Shipment' and 'View Shipment' with different states based on movement status or the user's user permissions.
    • If a movement is "open" and hasn't started moving, the user can edit.
    • After a Batch has the status 'Canceled, In Transit, or Shipped,' the view becomes read-only.
      Edit Shipment.jpg

How do I edit Associated Distributions?

Associated Distributions - Edit Cell.png
The Associated Distributions table offers intuitive editing capabilities:
  1. Click into a cell to modify configurable fields on the Associated Distribution table row
    • The interface alerts users if the user attempts to increase the volume above the Shipment volume.
  2. Select Edit under the Edit Distribution(s) column to access advanced distributions settings: 
    • Create and Manage the Shipment Chain
    • Manage Reconsignment Control

How do I create new Associated Distributions?

Edit Shipment - Add Distribution.jpg
Adding new Distributions is straightforward.
  1. Click New Distribution
  2. A new row appears in the Associated Distributions table
    • Required fields are highlighted within Swift with green outlines.
  3. Click on a cell to activate the edit, then click once more to input data.
  4. If a user change their mind, select Delete to remove the row from the table.
Note: The 'Requested Date' column will be removed in a future update.