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Logo1.png Marking sales orders as shipped and adding tracking details

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Overview

Mark orders as shipped and add tracking details to Expandly to update your sales channels and customers.

Video

Steps

1. Click Sales Orders (left menu) and then Manage Sales Orders

Expandly_-_Manage_sales_orders.png

2. Locate the sales order(s) using the filters (top left)

3. Click Actions (right side) and select Mark as shipped

1. Find the order and click Actions (right side) and select Add tracking details

Note that this option only appears once the order is marked as shipped

2. Enter the tracking details to update your sales channel and customer

1. Select the orders you want to update by ticking the boxes to the left, or bulk selecting

2. Click the Shipping button (top) and select Export tracking details to CSV. A spreadsheet should now download

3. Open the downloaded spreadsheet and add the tracking details in the Tracking Number column - once finished, save

4. Back on the Manage Sales Orders page, click the Shipping button (top) again, and this time select Import tracking details from CSV

.Expandly_-_Import_tracking_details.png

Expandly will now start updating your orders and sales channels with these tracking details.Find the order and click Actions (right side) and select Add tracking details

Note that this option only appears once the order is marked as shipped

2. Enter the tracking details to update your sales channel and customer

Next Steps

Now you've adding tracking details Expandly, you might want to:

Send orders to Xero

Manage reports in Expandly

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

Contact us

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