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:
- 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.
- Addition of Shipment Status Details.
- Comments are no longer required before saving.
- New Associated Distributions table for creating and editing shipments
- 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.
- 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
- 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.
How do I edit Associated Distributions?
The Associated Distributions table offers intuitive editing capabilities:
- 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.
- 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?
Adding new Distributions is straightforward.
- Click New Distribution
- A new row appears in the Associated Distributions table
- Required fields are highlighted within Swift with green outlines.
- Click on a cell to activate the edit, then click once more to input data.
- 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.