# Material shipping and tracking

> Create, track and update shipments of a material, follow them as a table or board, and read delivered and analytics figures.

Source: https://docs.vestislabs.com/library/material-production-shipping/

The **Shipping** sub-tab of **Production** is called **Raw Materials Shipping & Tracking**: Manage and track your raw materials shipments. Use it to create a shipment for one or more production orders, follow it on its way, and see how many shipments are in each state.

**Where to find it:** Library → Materials → open a material → Production → Shipping
**Requires:** permission `CREATE_MATERIAL_PRODUCTION`

## Before you start

- The **Production** tab only appears on materials in your own library, and only when the material production feature is on.
- You need the permission to create material production to open these pages.
- **Create Shipment** and **Columns** at the top right only show if you have the permission to update material production. **Delete** needs the permission to delete material production.
- A shipment is built from existing production orders. See [Create a material production order](https://docs.vestislabs.com/library/material-production-create-order/) first.
- The shipping tab has four sub-tabs: **Active Shipments**, **Delivered**, **Analytics** and **Documents**. Documents are explained in [Material shipment documents](https://docs.vestislabs.com/library/material-production-shipping-documents/).

## Open the shipping page

1. **Click "Production"**
   Open the material, then click the **Production** tab.

   

2. **Click "Shipping"**
   Click the **Shipping** sub-tab. **Active Shipments** opens first.

   

## Create a shipment

1. **Click "Create Shipment"**
   Click **Create Shipment** at the top right. The **Create New Shipment** window opens: Create a shipment for one or more production orders with multiple destinations.

   

2. **Select the factory**
   Under **Origin Factory**, select the **Factory** (required). Its address, city and country are shown below.

   

3. **Choose the shipment type**
   Under **Shipment Type**, check **Full Shipment** or **Partial Shipment**.

4. **Select the production orders**
   Under **Select Production Orders**, check the orders from that factory to include. All materials in a checked order are selected by default. For a partial shipment, uncheck the materials that are not shipping.

   

5. **Add a destination**
   Under **Destinations**, click **Add Destination**. In **Delivery Location**, select a supplier or a warehouse. Add more destinations if the goods are split.

   

6. **Allocate the orders**
   Under **Allocate Orders to this Destination**, check each order that goes to this destination. For a partial shipment, set the quantity of each material (the field shows the maximum allowed). The total per item cannot exceed what is available, and **Destination Summary** shows the units allocated.

   

7. **Fill in the shipment details**
   Under **Shipment Details**, select the **Carrier** (required) and the **Estimated Ship Date** (required). Optionally enter a **Tracking Number** and a **Tracking URL**, choose a **Priority** (**Standard**, **Express** or **Urgent**), enter the **Shipping Cost (€)** and add **Shipment Notes**. **Total Items** is calculated for you.

   

8. **Check the summary**
   **Shipment Summary** shows **Total Items**, **Total Quantity** and **Destinations**. If some selected units are not allocated, a notice says how many.

9. **Click "Create Shipment"**
   Click **Create Shipment**. The button stays disabled until the form is valid. Click **Cancel** to close without saving.

   

> [!NOTE]
> The estimated delivery date is not typed in. It is worked out from the carrier you choose and the estimated ship date.

## Follow the active shipments

**Active Shipments** shows shipments that are preparing, in transit or cancelled. Use the two buttons beside the filters to switch between the table and the board.

### Search, filter and sort

- **Search by tracking #, order numbers...** searches the list.
- The filter offers **Status** (**Preparing**, **In Transit**, **Cancelled**, **Overdue**), **Priority** (**Standard**, **Express**, **Urgent**) and **Supplier**.
- **Sort by** lets you pick any column and **Ascending** or **Descending**. **Reset** clears everything.

### Table columns

| Column | What it shows |
|---|---|
| **Tracking #** | The tracking number, with the unit count under it. |
| **Order Numbers** | The production orders in the shipment. |
| **Carrier** | The carrier name. |
| **Status** | A badge such as **Preparing** or **In Transit**. |
| **Route** | The factory city and country, then the destination city (or **→ Multiple Destinations**). |
| **Priority** | A badge such as **Standard**. |
| **Estimated Delivery Date** | The expected delivery date, or **N/A**. |
| **Delivery Date** | The actual delivery date, or **N/A**. |
| **Cost** | The shipping cost in euro. |
| **Actions** | The three-dot menu. |

Click **Columns** at the top right to choose which columns you see.

### The board view

The board has four columns: **Preparing**, **In Transit**, **Delivered** and **Delayed**. **Delayed** collects every shipment that is past its estimated delivery date and not delivered. Drag a card to another column to change its status. You cannot drop a card into **Delayed**: the message **Shipment cannot be moved to delayed column** appears. Moving a late or delivered shipment to another column also sets its estimated delivery date to tomorrow.

### Row actions

Click the three dots on a shipment:

- **View Details** opens **Shipment Details** (shipment information, route information, order details and notes) with **Track Package**, **View Documents**, **Edit Details** and **Close**.
- **Track Package** opens the tracking link in a new tab. It is disabled when the shipment has no tracking URL.
- **Edit Shipment** opens **Update Shipment**.
- **Documents** opens the shipment's documents, with the number of files in brackets. See [Material shipment documents](https://docs.vestislabs.com/library/material-production-shipping-documents/).
- **Delete** asks you to confirm in **Delete Shipment**. This cannot be undone.

### Update a shipment

1. **Click "Edit Shipment"**
   Open the three-dot menu of the shipment and click **Edit Shipment**.

   

2. **Change the details**
   In **Update Shipment**, you can change **Tracking Number**, **Carrier**, **Status**, **Priority**, **Estimated Delivery Date** and **Notes**.

3. **Click "Save Changes"**
   Click **Save Changes**, or **Cancel**.

## Delivered shipments

The **Delivered** sub-tab uses the same table and board, but only for shipments with the **Delivered** status. It has no **Status** filter.

When goods are delivered, book them into stock from [Receive incoming material stock](https://docs.vestislabs.com/library/material-inventory-receiving/).

## Analytics

The **Analytics** sub-tab, **Raw Materials Shipping Analytics** (Performance metrics and insights), shows one tile for each count: **Total Shipments**, **Preparing**, **In Transit**, **Delivered** and **Cancelled**.

## When there are no shipments

The table shows **No Active Shipments found** with a **Create Shipment** button (if you may update material production).

## Related

- [Material shipment documents](https://docs.vestislabs.com/library/material-production-shipping-documents/)
- [Material production orders](https://docs.vestislabs.com/library/material-production-orders/)
- [Receive incoming material stock](https://docs.vestislabs.com/library/material-inventory-receiving/)