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  1. Delivery Slot Management
  2. Features
  3. Inventory and shipping
Feature · Inventory and shipping

Inventory and shipping

Inventory and shipping records and decisions for a commerce team.

OverviewDelivery exceptions
Delivery Slot Management · Inventory and shipping

Delivery exceptions

Order shipments

New
Shipment numberCarrierTracking numberStatusParent
OS-69918CRR-850OS-61950ExceptionBKN-17931
OS-65415CRR-789OS-16719ExceptionBKN-64318
OS-69725CRR-279OS-66077ExceptionBKN-40441
OS-53892CRR-293OS-75351ExceptionBKN-16483
OS-61382CRR-562OS-48620ExceptionBKN-82024
6 of 6 records
CRR-850Order shipments · OS-69918
Exception
Tracking numberOS-61950
ParentBKN-17931
Example screen with sample data

What you can do

Run the work

Inventory keeps on-hand and reserved quantities for a variant at a warehouse code. Order shipments tracks each outbound parcel or delivery against its booking. The shipment records its carrier, service, tracking reference and status as warehouse work progresses.

How the work is organized

  • Check stock by location. Warehouse Operator compares on-hand and reserved quantity for the variant and warehouse code.
  • Follow the parcel. The shipment links to a booking and records carrier, tracking reference and its own status.
  • Separate completion states. Booking fulfillment, parcel delivery and a returned item each need their own review.

When an order has shippable items, Warehouse Operator can check the variant and warehouse balance, prepare a shipment, then record pick, pack and transit progress. A partial fulfillment remains distinct from a completed booking. For a customer asking where an item is, Customer Service Rep can use the tracking number and shipment status without changing the physical inventory record.

What to agree during setup

Agree warehouse codes, the source of on-hand quantities, who is permitted to adjust stock and which carrier system supplies tracking events. A tracking URL is only as useful as its source. Review exceptions and returned parcels separately from successful delivery. Use the estimated transit duration to explain the shipping method to the customer.

A pilot should use a real product range, one supported market, a shipping method and a representative order. Confirm which person owns each state change. Review the information that will arrive from payment, carrier and messaging services, and decide how the team will reconcile a delayed or failed response. Keep the customer’s original transaction visible when correcting a later event.

Check the handoff on an actual case

Start with a customer selecting a shippable variant. Compare the item quantity and price in the cart with the resulting booking line. Confirm the delivery address and shipping method. Then follow payment evidence, shipment status and any service request in sequence. If an exception arises, the next person should be able to see the affected booking and the reason for the handoff without guessing from a single overall status.

This exercise also tests access. Warehouse Operator should be able to work the records in this module. A colleague with read-only responsibility should be able to inspect the relevant result without gaining permission to change payment or fulfillment evidence. Rehearse an incorrect address and a failed payment result so the team knows how to stop and correct the case.

What your team sees

  • Pending shipments — Parcels waiting for a label, pick or pack action.
  • Shipments in transit — Parcels with tracking details for customer updates.

What it keeps track of

Data model
Inventory
A record tracks how much stock of an item is on hand at a location, used to check available stock for a variant.
Product variants
A record is one specific version of a product, like a size or color, tracked for pricing and stock.
Booking resources
Each row is one item in a booking, so staff can see exactly what was ordered and its quantity, price, and status.
Order shipments
A record tracks a delivery going out for a booking, used to follow its carrier, tracking, and status.
Shipping methods
A record is a delivery option offered at checkout, used to manage carriers, cost, and how long delivery takes.
Bookings
A record is one customer order, used by the team to manage payment and fulfillment status.

Who uses it

Permissions
Warehouse Operator
Owns the routine handoff.
Merchant Owner
Reviews configuration and material exceptions.
Other configured roles see or update records according to their assigned permissions.

Set up Delivery Slot Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started