Edit Shipment Items

Add or remove items on a shipment before it is posted to fulfillment.

Editing shipment items allows you to add or remove products on a shipment before it is posted to fulfillment. This is useful for adjusting what gets shipped before the fulfillment provider processes the shipment.

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Key Takeaways

  • Items can only be edited before the shipment is posted to fulfillment
  • Same prerequisites as Post to Fulfillment — the shipment must be in a postable state
  • This action does not trigger any customer notifications or webhook events

Prerequisites

The Edit Items action is available when all of the following conditions are met:

ConditionDetails
Fulfillment connection assignedThe shipment must have a fulfillment connection set
Shipment is not postedThe shipment has not already been posted
Shipment has a scheduled dateA scheduled date must exist on the shipment
Shipment is not cancelledThe shipment has not been cancelled
Shipment is not skippedThe shipment has not been skipped
Tracking not fetchedNo tracking number has been fetched yet
Transaction is completeThe associated transaction must be completed

How to Edit Items

Step 1: Navigate to the Shipment

Find the shipment you want to edit. The most common methods are:

From the Customer Page:

  1. Navigate to SearchCustomers tab and find the customer record
  2. On the customer detail page, scroll to the Sales section
  3. Hover over the Shipment Status to expand and show shipment details
  4. Click on the Shipment ID

From the Shipments List:

  1. Navigate to SearchShipments tab
  2. Use filters or browse to find the shipment
  3. Click on the Shipment to open the shipment detail page

Step 2: Open the Edit Items Page

On the shipment detail page, click Edit Items from the Shipment Actions. This opens a separate page showing all items currently on the shipment.


Step 3: Add or Remove Items

From the edit items page, you can:

  1. Remove items — Delete items you don't want included in this shipment
  2. Add items — Add new items to the shipment
  3. Changes are saved individually as you add or remove each item


What Happens After Editing

When items are modified:

  1. Shipment items updated — The shipment's item list is updated with the changes
  2. Notes logged — Changes are recorded in the shipment notes

Other Ways to Edit Items


FAQ

Q: Can I edit items on a shipment that has already been posted?

A: No. Items can only be edited before the shipment is posted to fulfillment. For shipped items, consider a reship instead.

Q: Will the customer be notified?

A: No. Editing items does not trigger any responders or webhook events.