1. Navigate to “Shipments” #

1. Log in to your restaurant management system.
2. In the sidebar, click Sales.
3. Under Sales, select Shipments.
4. The shipments page will open showing:
   • An expanded Filters section with multiple search criteria.
   • A data table displaying all shipment records with delivery details.
   • Export options and management tools for tracking deliveries.
   • Comprehensive filtering by payment status, shipping status, and service staff.

2. Understanding Shipments #

Shipments track the delivery process of customer orders. They include:

• Delivery Tracking – Monitor order status from preparation to delivery.
• Service Staff Assignment – Track which delivery personnel handle each order.
• Payment Integration – Link delivery status with payment processing.
• Customer Communication – Maintain delivery updates and customer contact.
• Location Management – Track deliveries across multiple restaurant locations.

Effective shipment management ensures timely deliveries and customer satisfaction.

3. Use Advanced Filters to Find Shipments #

1. The Filters section provides comprehensive search options:
2. Basic Filters:
   • Business Location – Select “All” or specific restaurant location.
   • Customer – Choose “All” or select a specific customer.
   • Date Range – Set start and end dates (format: DD/MM/YYYY).
   • User – Filter by “All” users or select specific staff member.
3. Advanced Filters:
   • Payment Status – Filter by payment completion (All, Paid, Pending, Partial).
   • Shipping Status – Filter by delivery status (All, Pending, In Transit, Delivered, Cancelled).
   • Service Staff – Filter by assigned delivery personnel (All or specific staff member).
4. The table will automatically refresh to show filtered results.
5. Use the Search box (top-right) for quick text-based filtering.

4. Manage Table Display Options #

1. Show entries – Select how many shipments to display per page (10, 25, 50, 100).
2. Export Options – Use the action buttons:
   • Export to CSV – Download shipments data as CSV file.
   • Export to Excel – Download as Excel spreadsheet.
   • Print – Print the current shipments list.
   • Column visibility – Show/hide specific columns in the table.
   • Export to PDF – Generate PDF report of shipments.
3. All exports respect the currently applied filters.

5. Understanding Table Columns #

6. Shipment Actions Menu #

Each shipment row has an Action dropdown with options:

• View Details – Open comprehensive shipment information and tracking history.
• Edit Shipment – Modify delivery details, addresses, or special instructions.
• Update Status – Change shipping status (Pending → In Transit → Delivered).
• Assign Staff – Change or assign delivery personnel to the shipment.
• Track Delivery – View real-time delivery progress and location updates.
• Contact Customer – Quick access to customer communication tools.
• Print Shipping Label – Generate delivery labels and documentation.
• Mark as Delivered – Complete the delivery process and update records.
• Cancel Shipment – Cancel delivery and update order status.

7. Sort and Navigate Shipment Data #

1. Column Sorting – Click on column headers to sort data:
   • First click: Sort ascending (A-Z, oldest to newest).
   • Second click: Sort descending (Z-A, newest to oldest).
   • Third click: Remove sorting.
2. Pagination – Use the bottom navigation:
   • Previous – Go to previous page of results.
   • Next – Go to next page of results.
   • Page numbers show current position in results.
3. Results Info – Bottom shows “Showing X to Y of Z entries” for context.

8. Handle Empty Shipment List #

When no shipments match your filters, you’ll see:

• “No data available in table” message in the table area.
• “Showing 0 to 0 of 0 entries” at the bottom.
• This could mean:
  • No shipments scheduled for the selected time period.
  • All deliveries completed and archived.
  • Filters are too restrictive (specific staff, status, or location).
  • No orders requiring delivery in the system.
• To resolve: Clear filters, expand date range, or check different locations/staff assignments.

9. Shipping Status Management #

10. Payment Status Integration #

• Paid – Payment completed before or during delivery.
• Pending – Payment due on delivery (Cash on Delivery).
• Partial – Partial payment received, balance due.
• Failed – Payment processing failed, requires attention.
• Refunded – Payment returned due to cancellation or return.

Use payment status filters to prioritize deliveries requiring payment collection.

11. Service Staff Management #

1. Staff Assignment – Assign specific delivery personnel to shipments.
2. Workload Distribution – Balance deliveries across available staff.
3. Performance Tracking – Monitor delivery times and success rates by staff.
4. Route Optimization – Group deliveries by area and assign to same staff member.
5. Staff Availability – Consider staff schedules and availability when assigning.
6. Use the Service Staff filter to view deliveries by specific team members.

12. Best Practices for Shipment Management #

• Real-time Updates – Keep shipping status current for accurate tracking.
• Customer Communication – Notify customers of delivery status changes.
• Staff Coordination – Ensure clear communication between kitchen and delivery staff.
• Route Planning – Optimize delivery routes to reduce time and costs.
• Quality Control – Verify order accuracy before dispatch.
• Payment Verification – Confirm payment status before delivery.
• Documentation – Maintain proper delivery records and customer signatures.
• Performance Monitoring – Track delivery times and customer satisfaction.

13. Troubleshooting Shipment Issues #

14. Shipment Analytics and Reporting #

• Delivery Performance – Track on-time delivery rates and average delivery times.
• Staff Efficiency – Monitor deliveries per staff member and completion rates.
• Geographic Analysis – Identify high-delivery areas and optimize coverage.
• Payment Collection – Track cash-on-delivery success rates.
• Customer Satisfaction – Monitor delivery-related customer feedback.
• Cost Analysis – Calculate delivery costs and profitability by area.
• Seasonal Trends – Analyze delivery volume patterns over time.

15. Done! 🎉 #

You can now efficiently manage all shipments and deliveries, track staff performance, monitor payment collection, and ensure excellent customer service through timely and accurate deliveries!