Navigating to Packages
In the left sidebar, click Packages. The page loads and immediately fetches the most recent records. A count badge in the top-right corner of the header shows how many packages are currently displayed. Use the refresh button (circular arrows icon) next to the count to pull the latest data at any time.The Packages Table
Each row in the table represents one package. The columns are sortable — click any column heading to sort ascending; click again to sort descending.Searching and Filtering
The filter bar sits at the top of the table card. You can combine any number of filters — they all apply together. Search box — Type a partial tracking number or customer name. Results update as you type. Status filter — Click the Status (All) dropdown to select one or more statuses. A badge shows how many statuses are active. Click Clear inside the dropdown to remove them, or Apply to confirm. Invoice Status filter — Use the Invoice Status dropdown to narrow results to packages that are Not Invoiced, Unpaid, Paid, or in Draft. Date range — Enter a From date and a To date to restrict results to packages created within that window. Reset — Click the Reset button to clear every active filter and return to the full list.Adding a New Package
Use this flow to manually log a package that has physically arrived at the warehouse.1
Open the Add Package modal
Click the + Add Package button in the top-right area of the page. The “Receive New Package” modal opens.
2
Assign a customer
In the Assign to Customer field, type at least two characters of the customer’s name, email address, or account number. Select the correct customer from the dropdown that appears. Their account number and name will appear in a confirmation chip below the field.
3
Enter the shipper tracking number
Paste or type the carrier’s tracking number (e.g. the UPS, FedEx, or USPS barcode number) into Shipper Tracking #. The system automatically attempts to detect the carrier and pre-fill any existing pre-alert data linked to that number.
4
Enter the house / AWB number (optional)
If your warehouse uses an internal reference number, enter it in the House # / AWB Number field.
5
Confirm the courier
The Courier/Carrier dropdown auto-selects the detected carrier. Change it manually if the detection is incorrect.
6
Add vendor and description
Enter the Vendor / Merchant name (e.g. “Amazon”) and a clear Item Description (e.g. “Apple Watch, Men Shoes”). The description is required and will appear on invoices and customer notifications.
7
Set the weight
Enter the package weight in pounds in the Weight (Lbs) field.
8
Toggle customer notification
The Notify Customer toggle is on by default. Turn it off if you do not want the customer to receive an arrival notification.
9
Register the package
Click Register Package. A success toast confirms the package was added and the table refreshes automatically.
You must select a customer before you can register a package. The Register Package button will show an alert if no customer is chosen.
Editing a Package
1
Open the edit modal
Click the action menu (three-dot icon) at the end of any package row and select Edit, or click directly on the tracking number. The Edit Package modal opens, showing the carrier logo, current status badge, and a quick-info summary at the top.
2
Update the editable fields
The following fields are editable:
- Vendor — the merchant or shipper name
- Courier — re-assign to a different carrier
- Weight (lbs) — corrected weight
- Declared Value (USD) — value used for duty calculations
- Description — item description
- Status — see the status reference below
3
Save changes
Click Save Changes. The modal closes and the table reloads with the updated values.
Updating a Single Package Status
To change the status on one package, use the Edit modal described above. Open the row’s action menu, select Edit, then change the Status field and click Save Changes. For bulk status updates with notification options, see the Bulk Actions section below.Package Status Reference
View all package statuses
View all package statuses
Bulk Actions
When you need to update, notify, or delete multiple packages at once, use the bulk action bar.1
Select packages
Tick the checkbox on each row you want to include. To select every visible row at once, tick the checkbox in the table header. The Bulk Action Bar appears above the table showing the count of selected packages.
2
Choose an action
Open the Choose action dropdown in the bulk action bar. The available actions are:
- Send: Ready For Pickup — updates status to Ready for Collection and dispatches a pickup notification
- Send: Arrived at Warehouse — updates status to At Warehouse and notifies customers
- Send: In Transit — updates status to In Transit and notifies customers
- Send: Customs Processing — updates status to Processing Customs and notifies customers
- Update Status Only — opens the status wizard to change status without sending notifications
- Delete Package — permanently removes the selected packages
- Broadcast WhatsApp — sends a WhatsApp message to the customers of all selected packages
- Broadcast Email — sends an email notification to all selected customers
- Broadcast Push Notification — sends a mobile push notification to all selected customers
3
Apply the action
Click Apply Action. For status-related actions, a wizard modal opens with four sections:
- Select Action — choose Update & Notify to change status and send alerts, or Resend Notifications to re-send alerts for the current status without changing it.
- Target Packages — narrow which packages are affected: all packages, or only those already in a specific status (e.g. only packages currently marked “At Customs”).
- Update Details — pick the new status from the dropdown and optionally enter a history note (e.g. “Cleared customs and ready for pickup”).
- Dispatch Notifications — tick any combination of WhatsApp Alert, Email Notice, and Push Notification to control which channels are used.
4
Clear selection
Click Clear Selection in the bulk action bar to deselect all packages and dismiss the bar.