If you need to review the specific logistics of a shipment or update its record, such as changing its status from pending to delivered, you can easily manage existing records directly from your main list.
View Delivery Details
To review the current information saved for a specific shipment:
Select a Delivery: From your main Deliveries list, click directly on the blue, hyperlinked ID of the shipment you want to view.
Review the Panel: A side panel titled Delivery details will open on the right side of the screen. Scroll through this panel to review the captured data, which includes:
The associated Purchase order(s).
The From and To locations indicating the transit route.
The assigned Supply chain.
The real-time Status (e.g., Delivered, Pending).
The Sent and Delivered dates.
An audit log of the Record details showing who created and updated the entry.
Edit Delivery Details
If a shipment is delayed, arrives early, or requires a correction to its route, you can easily update the record:
Enable Editing: While viewing the Delivery details panel, click the Edit button located in the top right corner.
Modify the Fields: The form fields will become interactive. You can update any necessary information.
Save Changes: Once all your updates are complete, click the black Save button in the top right corner of the panel.
Confirmation: A green confirmation message reading Delivery modified will appear in the bottom left corner, confirming your update was successful. The panel will refresh to display the newly updated information.
Check out Navigate Tables page to learn more about how to mange/sort the existing records!