How to Perform Actions for Bulk Shipments?

Overview

You can now perform bulk actions for all the shipments on the shipment visibility dashboard in your TrackingMore Tracking admin. Previously, you could only perform bulk actions for 20 shipments at a time, but now that limit is lifted. You can take multiple actions for all or more than 20 shipments or all shipments simultaneously.

📢 What you’ll learn

In this tutorial, we’ll show you how to:

Shipment selection

Bulk actions

Progress report

Shipment selection

1. Go to the TrackingMore Shipments page

2. Select all the 20, 50 or 100 shipments displayed on the current shipment dashboard by choosing it correspondingly

Click Select all shipments in this view to select all the shipments under a specific or more filter conditions

3. You can also select shipments in bulk based on specific criteria by sorting and filtering shipments by status, carrier, create date, upload source, and more

• Filter or sort shipments data
• Select 20/50/100 shipments on the current page or Select all shipments based on your requirement
• Take bulk actions (explained below)

Bulk actions

Once shipments are bulk selected, you can take bulk actions for the selected shipments. This means you don’t have to make the same change in each shipment individually. Instead, with this functionality, all the shipments will be automatically updated with the change by just performing it once.

1. Add label

• Go to **Add label ** at the bottom after bulk selected
• Click Manage label to add more labels or edit labels (20 max) & **save **

If the label you’ve input is already there, it will show up in the dropdown

If the label you’ve input is new, click Manage label and then Save

If the label you want to delete, click Remove label

2. Send email

3. Change carrier or auto-detect carriers (only for notfound shipments)

4. To perform more changes for the selected shipments, click ...

• Select the action you want to perform from the dropdown menu
• Click Confirm

Here’s the list of actions you can perform for bulk shipments

1. Push webhook - manually push webhook for failed auto webhook push
2. Mark as delivered - Change the status of the selected shipments to “Delivered” except actual delivered shipments

3. Mark as returned to sender - Change the status of the selected shipments to “Exception (Returned to sender)” except actual exception shipments
4. Add note - add special note for shipments
5. Archive shipment - manually archive and unarchive shipments
6. Delete shipment - Delete the selected shipments from the shipment dashboard. The deleted shipments will no longer be tracked in reports

5. Refresh shipment - retrack/refresh shipment notfound or not updated

Progress report

Once the bulk action is completed, there will be a progress report showing the results of the actions performed.

Here’s how it’s going to be

• Label added and removed Progress

• Push webhook Progress

• Mark as delivered Progress

• Mark as returned to sender Progress

• Note added Progress

• Archive & unarchive Progress

• Delete Progress

Updated on: 19/10/2023