Shipment statuses
What each shipment status means and which actions are available in it.
A shipment moves from picking through to delivery. Its status controls what you can do and when the stock is relieved from inventory.
The statuses
| Status | Meaning | What you can do |
|---|---|---|
| Draft | Created, no picking started. | Record picks, edit, or cancel. |
| Picking | Picks are being recorded against its lines. | Record more picks; complete the pick when lines are satisfied; cancel. |
| Picked | Every line is fully picked. | Mark shipped, or cancel. |
| Pending | Ready to ship (for shipments created without a separate pick step). | Mark shipped, or cancel. |
| Shipped | Sent. Stock has been issued and the carrier and tracking are recorded. | Mark delivered, or cancel. |
| Delivered | Confirmed received by the customer. | None. |
| Cancelled | Withdrawn. | None. |
How they connect
The following diagram shows how a shipment moves between statuses:
- Recording the first pick moves a Draft shipment to Picking automatically.
- Mark shipped is the moment stock leaves inventory: it posts the issue transaction, records the carrier and tracking, and locks the shipment from further edits.
- Cancelling a shipment that was already shipped reverses its inventory issue, unless it was recorded as shipped externally.
Editing rules
- Carrier, tracking, dates, weight, and dimensions are editable until the shipment is Shipped.
- Once shipped, the shipment is a locked record; track it through to Delivered.
Where to go next
- For the steps to pick and ship, see Pick and ship an order.