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

Go to the TrackingMore Shipments page

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


Maximum of 100 shipments are displayed on each page of the shipment dashboard at a time

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



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.

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


Send email


Change carrier or auto-detect carriers (only for notfound shipments)
If the bulk selected shipments include not only notfound shipments, Change carrier or auto-detect carriers will be prohibitted in grey color



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

Push webhook - manually push webhook for failed auto webhook push
Mark as delivered - Change the status of the selected shipments to “Delivered” except actual delivered shipments
A flag icon will appear next to the status on the dashboard, indicating the shipment is manually marked as delivered

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

Refresh shipment - retrack/refresh shipment notfound or not updated
You can refresh max 2,000 shipments each time

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