How to use create and edit Operations for Shipments in Luminous
Summary
Luminous now supports Manual CRUD (Create, Read, Update, Delete) operations for shipments. This feature allows you to manually create, view, edit, and delete shipments related to your sales orders or fulfillment orders directly within the system. Manual shipments are distinct from OMS-generated shipments, providing you greater flexibility and control over your shipping processes while preserving the integrity of the Order Management System (OMS) data.
You can manage shipment details such as shipping carrier, tracking number, SSCC (for EDI GS1 label matching), shipment cost, weight & dimensions, and the status (PENDING or SHIPPED). Importantly, manual shipments allow you to specify the quantities to ship per line item manually, with validation against available inventory.
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Feature Behavior and Highlights
- Shipment Source Identification: Shipments are labeled as either Manual or OMS sourced. OMS shipments come from external OMS integrations and are read-only.
- Create and Edit Shipments: You can create new manual shipments or edit existing manual shipments via a dedicated modal form.
- View Shipments: Complete shipment details including line items, shipment source, status, shipping info, weight, dimensions, and cost are viewable.
- Delete Shipments: Only manual shipments that are not yet shipped can be deleted. Shipped shipments or OMS shipments cannot be deleted.
- Status Management: Manual shipments allow you to toggle the shipment status between PENDING and SHIPPED.
- Line Items Management: When creating/editing shipments, you can select which items to include and specify the quantities to ship. The system:
- Shows quantities in βX / Yβ format for partial shipments.
- Validates the quantities against available quantities.
- Displays available stock quantity by location.
- Weight & Dimensions: You can enter package weight and dimensions in selectable units (e.g., pounds/inches or kilograms/centimeters).
- Integration with Fulfillment Orders and Sales Orders: Shipments can be linked to sales orders directly or specific fulfillment orders.
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Step-by-Step Usage Instructions
Accessing the Shipments Interface
1. From the Sales Orders or Fulfillment Orders Screen:
You will find a new Shipments tab or a shipment-related action in the order details or grid action menus.
2. Opening the Shipments Grid:
Here, all shipments linked to your sales order are shown, with clear indicators for Manual vs OMS shipments.
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Creating a New Manual Shipment
1. Initiate Create Shipment:
- In the Shipments grid, click the Actions dropdown.
- Choose Create Shipment.
- Alternatively, from a Fulfillment Orders grid, use the Create Shipment action.
2. Fill in Shipment Details:
- Fulfillment Order ID: Select a fulfillment order if applicable (auto-disabled if the shipment is created from a sales order).
- Warehouse Group: Displays read-only information associated with the order.
- Shipment ID: Auto-generated in the format "LUM-
", editable only when creating (not editable when editing).
- Carrier: Enter or select the shipping carrier.
- Tracking Number: Enter the shipment tracking number.
- SSCC: Enter the Serial Shipping Container Code (used for EDI / GS1 label matching).
- Ship Date: Pick the shipment date.
- Cost: Enter the shipment cost.
- Status: Choose between PENDING and SHIPPED.
- Weight and Dimensions: Enter package weight and dimensions with selectable units.
3. Select and Adjust Line Items to Ship:
- The line items display SKU, product name, quantity ordered, available quantity, and quantity to ship.
- Use checkboxes to include/exclude line items.
- Quantities to ship default to remaining quantities but can be adjusted.
- Quantity inputs are validated not to exceed available quantities.
- The interface visually indicates remaining and available stock per line item.
4. Save Shipment:
- Click Save.
- The system validates inputs and creates the manual shipment.
- If successful, you receive confirmation and the shipment appears in the grid.
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Viewing Shipment Details
1. In the Shipments grid, select a shipment and choose View Shipment.
2. A modal displays:
- Shipment details (IDs, warehouse info).
- Carrier, tracking, SSCC.
- Ship date, cost, status.
- Shipment source (Manual or OMS).
- Weight & dimensions with units.
- Line items with quantity shipped.
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Editing an Existing Manual Shipment
1. In the Shipments grid, find a manual shipment (non-OMS).
2. Choose Update Shipment from the actions menu.
3. The modal opens pre-filled with shipment data; only fields allowed for manual shipments are editable:
- Shipment ID: Not editable when editing
- Fulfillment Order ID & Warehouse Group: Not editable.
- Shipping details, cost, status, weight, dimensions, and quantities can be updated.
- Status can be toggled between PENDING and SHIPPED.
4. Save your changes.
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Deleting a Manual Shipment
1. In the Shipments grid, select a manual shipment (only manual and PENDING status shipments are eligible).
2. Choose Delete Shipment.
3. You will be prompted for confirmation.
4. After confirming, the shipment is deleted.
- You cannot delete:
- Shipped shipments.
- OMS (integration) shipments.
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Important Feature Notes and Edge Cases
- Stock & Fulfillment Updates:
- Creating or updating manual shipments does not revert stock nor update fulfillment order statuses automatically at this stage.
- Inventory transactions related to manual shipments are tracked but do not automatically adjust OMS inventory or fulfillment status workflows.
- OMS Shipments Restriction:
- OMS shipments are read-only in the UI.
- All manual shipment editing and deletion controls are disabled for OMS shipments.
- Viewing OMS shipment details is permitted.
- Unique Shipment IDs:
- Shipment IDs are automatically generated to be unique by adding suffixes if needed.
- Validation:
- Quantity to ship per item cannot exceed availability.
- At least one item must be included in a shipment for saving.
- Visual Distinctions:
- Manual shipments and OMS shipments have clear UI differences.
- Status and source indicators are clearly displayed.
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Use Case Examples
Example 1: Creating a Manual Shipment for Partial Items
You have a sales order with three line items. Two items are ready to ship, one is backordered.
- Use Create Shipment to generate a manual shipment.
- Include only the two available items, specifying quantities as needed.
- Set shipment status as PENDING or SHIPPED.
- Save; the system will track this partial shipment without affecting OMS automated processes.
Example 2: Updating Shipment After Packaging Errors
A manual shipment was created with incorrect item quantities.
- Select the shipment from the grid.
- Choose Update Shipment.
- Adjust quantities and shipment details as needed.
- Save changes without OMS restrictions.
Example 3: Viewing Shipments to Confirm Shipping Info
- To verify tracking or carrier details for shipments, use View Shipment.
- This applies to both manual and OMS shipments.
- Useful for customer service or auditing purposes.
Example 4: Deleting a Pending Manual Shipment
- A shipment was created erroneously.
- Confirm the shipment status is PENDING.
- Choose Delete Shipment and confirm deletion.
- Shipment is removed without impacting OMS shipments.
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Additional Tips for End-Users
- When creating shipments from a sales order, you can select fulfillment orders belonging to that sales order.
- The SSCC field is especially important for customers using standardized EDI GS1 labels.
- Always confirm available quantities before specifying shipment quantities to avoid validation errors.
- OMS shipments reflect data pushed from external OMS channels and serve as historical or integration data β do not attempt editing these in Luminous.
- Use the Weight & Dimensions section to maintain accurate shipping records, which can aid in quoting or logistics planning.
- Notices and error messages appear inline or as snack-bars for guidance during data entry.
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Summary
The new manual shipment CRUD functionality in Luminous gives you full control to manage shipments manually, alongside OMS shipments. This flexibility enables better handling of exceptions, partial shipments, and manual overrides while keeping OMS data integrity intact. Use the new shipment form and grids to create, view, update, and delete shipments effectively.
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If you encounter issues or need further assistance, please contact Luminous support or visit our knowledge base for detailed tutorials and troubleshooting guides.