# Sampling - shipping and tracking

> The Shipping & Tracking module enables users to manage shipment details and monitor the delivery status of sampling orders to ensure timely, accurate, and transparent shipment updates…

Source: https://docs.vestislabs.com/sampling/sampling-shipping-and-tracking/

The **Shipping & Tracking** module enables users to manage shipment details and monitor the delivery status of sampling orders to ensure timely, accurate, and transparent shipment updates throughout the sampling process.

**Where to find it:** Sampling → Shipping & Tracking
**Requires:** permission `SAMPLING_VIEW,SAMPLING_UPDATE`

On the **Shipping & Tracking** page, there are four tabs designed to help users efficiently manage and monitor shipment activities:

- **Active Shipments**: ongoing shipments that are being prepared or are in transit, or that have been cancelled. See [Track sample shipments](https://docs.vestislabs.com/sampling/track-sample-shipments/).
- **Delivered**: shipments that have been delivered. See [Track sample shipments](https://docs.vestislabs.com/sampling/track-sample-shipments/#delivered-shipments).
- **Analytics**: headline numbers for your shipments. See [Sample shipment analytics](https://docs.vestislabs.com/sampling/sample-shipment-analytics/).
- **Documents**: the documents attached to shipments. See [Sample shipment documents](https://docs.vestislabs.com/sampling/sample-shipment-documents/).

Users who can update samples also see the **Columns** and **Create Shipment** buttons at the top right of the page, to choose the table columns and to create a new sample shipment.

## Before you start

- Add your carriers in [Shipping carriers](https://docs.vestislabs.com/management/shipping-carrier-management/). Each carrier has a number of delivery days that is used to estimate the delivery date.
- Add the places you ship to in [Warehouses](https://docs.vestislabs.com/management/warehouse-management/). They are the delivery locations of a shipment.
- Sample requests appear in a shipment only when they still have units left to ship and belong to the factory (supplier) you choose.

## Create a shipment

1. **Open Shipping & Tracking**
   Go to **Sampling → Shipping & Tracking** in the left sidebar. You land on the **Active Shipments** tab. If no shipments exist yet, the page says **No shipments found** and has a **Create Shipment** button in the centre, next to the one at the top right.

   ![The Active Shipments tab with the Columns and Create Shipment buttons at the top right](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/60-open-page.webp)

2. **Click "Create Shipment"**
   Click **Create Shipment**. The **Create New Shipment** window opens with the text *Create a shipment for one or more sample requests with multiple destinations*.

   ![The Create New Shipment window with the Origin Factory and Shipment Type sections](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/61-create-shipment.webp)

3. **Select an origin factory**
   Under **Origin Factory**, open the **Factory** dropdown (required) and select the factory this shipment starts from. Its address, city and country are shown below.

   ![The Factory dropdown open with the factories to choose from](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/62-origin-factory.webp)

4. **Choose a shipment type**
   Under **Shipment Type**, check **Full Shipment** (all items) or **Partial Shipment** (selected items only). **Full Shipment** is selected by default.

   ![Partial Shipment checked next to Full Shipment, under the address of the chosen factory](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/63-shipment-type.webp)

5. **Select sample requests**
   Under **Select Sample Requests**, a list of the requests of the chosen factory appears, each with its request number, the number of items and units, and a **Pending** badge. Check the requests you want in this shipment. With **Partial Shipment**, the items of a checked request are all selected, and you uncheck the ones that are not shipped now.

   ![The list of sample requests of the factory, each with its items, its units and a Pending badge, with one request checked](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/64-sample-requests.webp)

6. **Add a destination**
   Once a request is checked, the **Destinations (0)** section appears. Click **Add Destination**. A **Destination 1** card appears with a **Delivery Location** dropdown and your first saved location already selected. Click the **x** on a card to remove it. You need at least one saved warehouse for this to work.

   ![The Destinations section with a Destination 1 card and its Delivery Location already selected](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/65-add-destination.webp)

7. **Select a delivery location**
   Click the **Delivery Location** dropdown and choose the location this part of the shipment goes to. Its address, city and country are shown below the dropdown. Changing the location clears the requests allocated to the card.

   ![The Delivery Location dropdown of the destination open with the saved warehouses](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/66-delivery-location.webp)

8. **Allocate sample requests to the destination**
   Under **Allocate sample requests to this destination**, check the requests that go there. For a partial shipment, you can also set the quantity for each item, up to the units available. The line **Destination summary** shows the total units allocated. A request allocated to one destination is not offered for another.

   ![The sample request checked under Allocate sample requests to this destination, with the Destination summary](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/67-allocate.webp)

9. **Edit the destination details (optional)**
   Click the pencil icon next to the location name to open **Update Warehouse**. You can change the name, code, TAX/VAT, registration number, address, city, country, postcode, website and contacts. Click **Save** when done.

   ![The Update Warehouse window opened from the pencil icon next to the location name](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/68-edit-destination.webp)

10. **Enter a tracking number (optional)**
    In **Shipment Details**, type a tracking number in **Tracking Number (Optional)** if you already have one.

    ![A tracking number typed in the optional Tracking Number field of Shipment Details](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/69-tracking-number.webp)

11. **Select a carrier**
    Open the **Carrier** dropdown (required) and choose one of the carriers you set up.

    ![The Carrier dropdown open with the carriers you set up](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/70-carrier.webp)

12. **Set the estimated ship date**
    Next to **Estimated Ship Date** (required), click the calendar icon and pick a day. When a carrier is selected, **Estimated Delivery Date** fills in with the ship date plus the carrier's delivery days. You can change it, by typing a date or by picking one in its own calendar.

    ![The calendar of Estimated Ship Date open to pick a day](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/71-ship-date.webp)

13. **Choose a priority**
    In **Priority**, select **Standard**, **Express** or **Urgent**. **Standard** is selected by default.

    ![The Priority dropdown open with Standard, Express and Urgent](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/72-priority.webp)

14. **Enter the shipping cost**
    Type the cost in **Shipping Cost (€)**. **Total Items** is calculated for you and cannot be edited.

    ![A cost typed in Shipping Cost, next to the read-only Total Items](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/73-shipping-cost.webp)

15. **Add the tracking link (optional)**
    Paste the tracking link of the carrier in **Tracking URL (Optional)**. It must be a valid web address. It enables **Track Package** on the shipment later.

    ![The optional Tracking URL field filled with a link](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/74-tracking-url.webp)

16. **Add shipment notes (optional)**
    Use **Shipment Notes** for special handling instructions, customs information, or any other relevant notes.

    ![Special handling instructions typed in Shipment Notes](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/75-notes.webp)

17. **Check the summary**
    **Shipment Summary** shows the **Total Items**, the **Total Quantity** and the number of **Destinations**. If some selected units are not allocated to a destination, an orange line tells you how many.

    ![Shipment Summary with the total items, the total quantity and the number of destinations](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/76-summary.webp)

18. **Click "Create Shipment"**
    Click **Create Shipment** at the bottom to save, or **Cancel** to close without saving.

    ![The Cancel and Create Shipment buttons at the bottom of the filled-in window](https://docs.vestislabs.com/assets/sampling/assets/sampling-shipping-and-tracking/77-save.webp)

If something is missing, the form tells you what to fix: *Please select a factory*, *Please select at least one sample*, *Please add at least one destination*, *Please select a carrier*, *Please select an estimated ship date* or *Please select an estimated delivery date*.

You should now see the new shipment in the **Active Shipments** tab with the status **Preparing**.
