How can I use Batch Edit to manage Shipments for multiple Orders?
This article is a step-by-step walk-through to help Technicians efficiently use Fixably to Batch Edit Shipments.
Written by Annukka Matilainen
Updated at September 24th, 2024
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Part Requests
- Incoming Part Allocation
- From the Navigation Sidebar, click Orders and then Batch Edit.
- In the Batch Edit panel, you can add multiple Orders to ship.
- Once you have the Orders added to the list, click Add.
- Select the Orders before making any edits or starting any shipments.
- Scroll down to the Shipments section.
- Choose the appropriate Shipment Type.
- Fill out the required information and click Create.
- A notification will appear indicating that Fixably created the Shipment successfully.
- The Shipment will now be available by clicking on the Navigation Sidebar, Shipments, and Pending Outbound.
