# Track sample shipments

> Follow active and delivered sample shipments in a table or kanban board, filter and sort them, open the details, edit the status and delete a shipment.

Source: https://docs.vestislabs.com/sampling/track-sample-shipments/

The **Active Shipments** and **Delivered** tabs of **Shipping & Tracking** list every sample shipment, so you can see where it is, when it should arrive and what it contains.

**Where to find it:** Sampling → Shipping & Tracking → Active Shipments
**Requires:** permission `SAMPLING_VIEW`

Viewing is open to everyone who can view samples. **Edit Shipment** needs the permission to update samples, and **Delete** needs the permission to delete them.

## Choose a view

Two icons at the top right of the list switch between the table and the kanban board.

1. **Table view**
   Click the list icon. Each shipment has a row with the columns **Tracking #** (with the number of units below it), **Sample requests**, **Carrier**, **Status**, **Route**, **Priority**, **Estimated Delivery Date**, **Delivery Date**, **Cost** and **Actions**. Ten shipments are shown per page; use the page buttons below the table.

   ![The Active Shipments table with one row for each shipment, from Tracking # to Cost](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/60-table-view.webp)

2. **Kanban view**
   Click the grid icon. The board has the columns **Preparing**, **In Transit**, **Delivered** and **Delayed**. A card shows the tracking number, the sample requests, the destination, the priority, the units, the delivery date, the carrier and the cost. The **Delayed** column holds shipments that are not delivered and are past their estimated delivery date, and the card shows how many days overdue.

   ![The kanban board with the columns Preparing, In Transit, Delivered and Delayed](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/61-kanban-view.webp)

3. **Move a card to change the status**
   Drag a card to another column to change the status of the shipment. You cannot drop a card into **Delayed**: it fills by itself, and a message says *Shipment cannot be moved to delayed column*. When you move a delayed or delivered shipment back, its estimated delivery date is set to tomorrow.

   ![A kanban card being dragged over another column; the status only changes when the card is dropped](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/62-drag-card.webp)

## Search, filter and sort

1. **Search**
   Type in **Search by tracking #, sample request #...** to find a shipment by its tracking number or one of its sample requests.

   ![A tracking number typed in the search field leaves only the matching shipment](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/63-search.webp)

2. **Filter**
   Open the filter and check values under **Status** (**Preparing**, **In Transit**, **Cancelled**, **Overdue**), **Priority** (**Standard**, **Express**, **Urgent**) and **Supplier**. On the **Delivered** tab there is no **Status** filter.

   > [!NOTE]
   > Without a status filter, the **Active Shipments** tab shows shipments that are **Preparing**, **In Transit** or **Cancelled**.

   ![The filter menu with Status, Priority and Supplier](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/64-filter.webp)

3. **Sort**
   Use the sort control to choose the column to order by and the direction, ascending or descending.

   ![The Sort by list open with the columns the table can be ordered by](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/65-sort.webp)

4. **Clear everything**
   Click **Reset** to clear the search, the filters and the sort.

   ![The Reset button at the right of the toolbar, after a search has narrowed the list](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/66-reset.webp)

## Choose the table columns

Click **Columns** at the top right of the page (next to **Create Shipment**) and check or uncheck the columns. See the **Manage Columns** window in [Sampling](https://docs.vestislabs.com/sampling/sampling/#choose-the-columns); it works the same way and saves as you click. The button is shown to users who can update samples.

## Open the details of a shipment

1. **Open the actions**
   Click the three-dot menu in the **Actions** column of the row, or on the card.

   ![The three-dot menu of a shipment with View Details, Track Package, Edit Shipment, Documents and Delete](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/67-actions.webp)

2. **Select "View Details"**
   The **Shipment Details** window opens, headed by the tracking number. It has **Shipment Information** (**Tracking Number**, **Status**, **Carrier**, **Priority**), **Route Information** (**Sender**, **Origin**, **Destinations**, **Estimated Shipment Date**, **Estimated Delivery**, **Actual Delivery**), **Sample allocations** (the sample requests, **Total items**, **Total Quantity** and **Shipping Cost**) and, when there are any, **Notes**.

   ![The Shipment Details window with the shipment, route and sample allocation information](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/68-details.webp)

3. **Use the buttons at the bottom**
   **Track Package** opens the tracking link of the carrier in a new tab, and is disabled when no tracking link was entered. **View Documents** opens the documents of the shipment. **Edit Details** opens the edit window. **Close** closes the window.

   ![The buttons at the bottom of Shipment Details: Track Package, View Documents, Edit Details and Close](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/69-details-buttons.webp)

The same menu also has **Track Package**, **Edit Shipment**, **Documents** (with the number of documents) and **Delete**.

## Edit a shipment

1. **Select "Edit Shipment"**
   Open the menu of the shipment and click **Edit Shipment**, or **Edit Details** in the details window. The **Update Shipment** window opens with the text *Update shipment details and tracking information*.

   ![The Update Shipment window with the tracking number, carrier, status and priority](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/70-edit-shipment.webp)

2. **Change the details**
   You can change **Tracking Number**, **Carrier**, **Status** (**Preparing**, **In Transit**, **Delivered** or **Cancelled**), **Priority**, **Estimated Delivery Date** and **Notes**.

   ![The Status dropdown open with Preparing, In Transit, Delivered and Cancelled](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/71-change-details.webp)

3. **Click "Save Changes"**
   Click **Save Changes**. Click **Cancel** to close without saving.

   ![A note typed in Update Shipment, with Cancel and Save Changes at the bottom](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/72-save-changes.webp)

## Delivered shipments

Click the **Delivered** tab to see the shipments that have been marked as delivered. You can search, filter by **Priority** and **Supplier**, sort, switch between the table and the kanban view, and open the details exactly as on the **Active Shipments** tab.

To move a shipment here, set its **Status** to **Delivered**, in **Edit Shipment** or by dragging its card to the **Delivered** column. To bring it back, change the status again.

## Delete a shipment

1. **Select "Delete"**
   Open the menu of the shipment and click **Delete**.

   ![The shipment menu with Delete highlighted at the bottom](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/73-delete.webp)

2. **Confirm the deletion**
   The **Delete Shipment** window asks *Are you sure you want to delete this shipment? This action cannot be undone.* Click **Delete** to confirm, or **Cancel**.

   ![The Delete Shipment window warning that the action cannot be undone](https://docs.vestislabs.com/assets/sampling/assets/track-sample-shipments/74-confirm-delete.webp)

> [!WARNING]
> Deleting a shipment cannot be undone.