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Manage Shipments


As of GoRev version v2022.04.18, Manage Shipments have been added under Lab Modules. Manage shipments is also accessible from the lab orders screen.

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Managing Shipments

To begin, you will first need to select whether this is an inbound or outbound shipment. Once confirmed, click on New Shipment to create a new shipment.

Inbound_Outbound.png

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Next, you may select or enter your preferred location and additional information. If available, a barcode can be scanned by way of clicking on the Scan icon in the top left.

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Once entered, click on the Save icon under shipment details icon to save your changes.

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Creating Custom Statuses

The type of shipment, courier, and shipment status are all customizable. To do so, you must navigate to the Setup section and select either option.

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For this example, we will be creating a custom shipment status. By default, the statuses In Transit, Received, and Completed can be selected via the status dropdown. To create a custom shipment status, click on the Manage Statuses icon, select New Item, and enter the shipment status into the Value field. Once entered, click Save. The newly entered status will be visible in the dropdown field.

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Both Manage Couriers and Manage Types will abide by the same above mentioned steps.


How To Hide and Unhide Shipments

To hide shipments, click on the Hide icon.

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To Unhide a shipment, click on the Ignore Hidden filter at the top, select your hidden shipment, and click on the Unhide icon

Unhide.png


How To Export To CSV

Under the actions section, there exists two options to export. Export Shipment Items, will export the shipment items as a CSV file.

Export Shipment Items.png

Export to Excel, will export the Shipments as a CSV file.

Export Shipments.png


GoRev Support Team

If you have any questions, concerns, or problems regarding this GoRev Tutorial, please contact the GoRev Support Team by submitting an IT Support Ticket, by phone at 1-(317)-794-3900, and/or by email at ask@gorev.com.

Note: If possible, always submit an IT Support Ticket detailing any problem that you are experiencing within GoRev. This will give GoRev Support Agents access to additional information that will help expedite the resolution of your issue. If you are unsure how to submit an IT Support Ticket in GoRev, please see the GoRev IT Support Ticket Creation Tutorial for assistance.




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