Shipments Management – Logistics, Dispatch & Tracking in Transport Management Software | iShiply.com

Shipments

The Shipments page is the nerve center of your logistics operation, letting you track, manage, and control every delivery in your transport management system. Dispatch, monitor, and complete jobs with precision using worxTMS.com’s advanced shipping, tracking, and logistics management features for couriers, fleets, and freight businesses.

Shipments Page Screenshot
Top Tabs Explained:
  • Pending: Shipments waiting to be dispatched.
    These jobs have not been assigned yet. Review, edit, or assign to a driver from here.
  • Active: Shipments assigned and in progress.
    Once assigned, jobs move here. Track, communicate, or monitor live status.
  • Future: All shipments for a future date.
    Plan ahead; these jobs remain until their scheduled day, then move to Pending/Active.
  • Delivered: Delivered shipments, not finalized.
    A holding zone—waiting for paperwork, proof of delivery, or order number before finalizing.
  • Complete: 100% finished jobs.
    Everything done. This is your archive of completed shipments.
  • Deleted: All deleted shipments.
    Deleted jobs are never lost—review or restore them here.

Operational Insight

Think of the shipment tabs as a streamlined workflow for your logistics operation. The first three tabs—Pending, Active, and Future—are primarily used by your operations team for managing and dispatching daily work. Once a job is completed, it enters the Delivered tab, where the operations manager or supervisor confirms that all supporting documents, pricing, and proof of delivery are in order.

The Delivered tab is more than just a holding zone—it's also a workspace to finalize shipments. Here, you can upload required documents, attach PODs (Proof of Delivery), add internal notes, and finalize charges. You can also generate and issue invoices directly from this tab. Once everything is completed and verified, move the shipment to the Complete tab. This final step locks the job as 100% finalized and ready for audit or reporting.

But if you’re a one-person operation—which many of our users are—you can still benefit from this structured approach. Simply treat the first three tabs as your internal workflow for managing and progressing shipments. Use the Delivered tab to hold jobs while you attach documents, enter final details, confirm pricing, and invoice. When you're ready, move it to Complete for your own records or closing off the job. And don’t worry—you can generate invoices from any tab whenever you’re ready, offering full flexibility to match your unique workflow.

Filters & Controls

  • Select Branch: Filter shipments by your branch or depot.
  • Select Customer: Instantly see all jobs for a specific client.
  • Select Driver: See which shipments are assigned to each driver.
  • Search/Quick Filter: Find jobs with keywords, addresses, references, or customer names.

Shipment Cards & Fields

  • Tickbox: Show route on the map.
  • Shipment Header: Customer, job reference, summary.
  • Assigned Carrier/Driver: Shows responsibility.
  • Shipment Items: Each delivery shows details like address and time window.
  • Icons:
    • Map Icon, Truck Icon, Status Color
  • Actions:
    • Invoice, View, Edit, Delete
  • Product Name, Notes, Time Window, Contact, Total

Interactive Map

  • Live Shipments: Colored markers on map.
  • Route Visualization: Compare/plan multiple jobs.
  • Zoom & Pan: Standard controls.
  • Real-time: If GPS enabled, updates live.

Shipment Workflow

  1. Create/import a shipment – appears in Pending.
  2. Assign to driver/agent – moves to Active.
  3. Future jobs stay in Future until their scheduled day.
  4. Delivery done? Driver marks as delivered, shipment moves to Delivered.
  5. When finalized – move to Complete.
  6. Delete? Job shows in Deleted.

Pro Tips & Best Practices

  • Use filters together for focused control.
  • Tick multiple jobs to plan better.
  • Keep Pending and Delivered clean.
  • Use bulk actions to save time.
  • Nothing is lost—great for audits and compliance.

Frequently Asked Questions

  • Can I restore a deleted shipment?
    Yes, go to the Deleted tab and restore it.
  • Why is a shipment stuck in Delivered?
    It still needs documents or confirmation before marking as Complete.
  • How do I assign a shipment to a different driver?
    Click Edit Carrier and select a new driver.
  • Can I bulk assign or invoice shipments?
    Yes, use the bulk tools at the top of the page.
  • Will old shipments ever disappear?
    No, your shipment history is always preserved.