Manage Shipments

Select Manage Shipments from the Go To drop-down in the top-right.

• Search for and view shipments for Partners.
• Navigate to the Create Shipment screen.
• Navigate to the Update Shipment screen.
• Navigate to the View Completed Shipment screen.

• Manage Shipments for – Only shipments for the location selected return in the results table.
  • For users belonging to the Owner's company:
    • If the app does not have any Partner locations:
      • [Owner Name] (default)
    • If the app has only one Partner location:
      • [Partner Location Name] (default)
    • If the app has more than one Partner location:
      • Select One... (default)
      • [Partner Location names] (in alphabetical order)
  • For users belonging to only one Partner location: 
    • [Partner Location Name] (default)

  • For users belong to more than one Partner location:

    • Select One... (default)
    • [Partner Location names] (in alphabetical order)

• Document Status – Status of the Transaction History for the shipment.
  • Open - All – (default) Only shipments that have not been submitted return in the results table.
  • Open - Error – Only shipments that have not been submitted because the shipment contains one or more errors return in the results table.
  • Open - Unsubmitted – Only shipments saved but not submitted yet return in the results table.
  • Completed – Only completed shipments that have been submitted return in the results table.
• Date Type – Indicates whether the search returns results based on the last day a user updated the shipment or the date that the sender shipped the product.
  • Last Updated (default) – The search returns results based on the last day a user updated the shipment.
  • Shipment Date – The search returns results based on the date that the sender shipped the product.
• Date On Or After – Only shipments that occurred on or after this date return in the results table. Defaults to 2 days prior to the current GMT date.
• Date On Or Before – Only shipments that occurred on or before this date return in the results table. Defaults to the current GMT date.
• NDC – Only shipments including products with this NDC return in the results table.
• Delivery Number – Only shipments with this delivery number return in the results table.
• Keywords – Only shipments containing the keywords in the Lot Number, Shipment ID, Sender Name ID, Sender ID, Recipient Name, Recipient ID, Sold From Address, Sold To Address, Ship From Address, Ship To Address, Carrier SCAC, or Carrier Name fields display.
  • The Keywords field is case sensitive.
  • Use an asterisk (*) to expand single-word search results.
  • "AND" is implied between multiple keywords.
  • Use "OR" to include either of multiple keywords.

• Status – Status of the shipment.
• Shipment Date – Date the sender shipped the product.
• Last Updated – The last date a user updated the shipment.
• Delivery Number – Number assigned to uniquely identify the shipment.
• Sender ID – The identifier for the company that shipped the product.
• Sender Name – The name of the company that shipped the product.
• Location – The location selected at the top of the screen.
• Recipient ID – The identifier for the company that received the product.
• Recipient Name – The name of the company that received the product.
• Products – The number of unique products in the shipment.
• Item Quantity – Total number of items in the shipment. Includes all pharmaceutical products documented within TraceLink, as well as non-pharmacuetical products that TraceLink does not track.
• PO Number – The Purchase Order number for the particular product. Multiple products can have the same Purchase Order number.

1. Select a location from the Manage Shipments For drop-down.
2. Select a Document Status from the drop-down.
3. Select a Date Typefrom the drop-down.
4. Select a Date on or After from the date picker.
5. Select a Date On or Before from the date picker.
6. Enter a NDC in the type-ahead field, or select the menu button to see all NDCs.
7. Enter a Delivery Number in the text field.
8. Enter any Keywords in the text field.
9. Select the Search button.

   The results display in the table.

• Select the link in the Delivery Number column of the results table for any row with a Status of Open - Error or Open - Unsubmitted.

  The Update Shipment screen displays.

• Select the link in the Delivery Number column of the results table for any row with a Status of Completed.

  The View Completed Shipment screen displays.

1. Select a specific location from the Manage Shipments For drop-down.
2. Select the Create Shipment button.

   The Create Shipment screen displays.