Track Shipments: Carrier Awaiting Package

Set up filters and widgets to watch for orders still awaiting pickup after a certain number of days

In This Article

Before We Begin Filter Shipments with Labels but Not Picked Up by the Carrier Add a Widget to the Dashboard

It’s not uncommon for a shipping label to be created, only for the package to accidentally be overlooked during pickup. Stay ahead of these potential slip-ups by creating a filter that flags packages where a label has been created but no carrier scan has occurred after a set number of days, you can proactively identify stalled shipments before they turn into support tickets.

In this article, we’ll show you how to use Postsale’s tools to identify these shipments so that you can take appropriate action and maintain a smooth post-purchase experience:

We'll create a filter to identify shipments that have a label created, but still show as not being picked up by the carrier after a few days
We'll add a widget to the Dashboard that shows the number of orders in your new filter

Real-World Example

During a routine carrier pickup, we stumbled on a package that had been missed by the carrier a few days earlier. It had been sitting in our shipping department unnoticed, delaying the customer's delivery by several days.

To avoid situations like this in the future, we want to proactively monitor shipments where a label has been created but the carrier hasn’t picked up the package within a certain timeframe. That way, we can catch issues early and take timely action before they impact the customer.

Before We Begin

This article assumes you’re already working with shipped orders and that you have some experience using the Postsale Dashboard and creating filters.

Filter Shipments with Labels but Not Picked Up by the Carrier

To help identify shipments that may have been missed during pickup, we will create a filter that identifies orders that have a label created for the shipment, but still has a tracking status of Carrier Awaiting Package after three days. Here's how:

Procedure: Select All Orders > Open Advanced Search

Select All Orders in the Orders Menu.
Selecting All Orders ensures that no criteria have already been added to your search.
Click the Advanced Search button in the Search Bar.

The Advanced Search pop-up opens.

Shipments with Labels Processed in the Last Three Days

First, let's specify that we want the filter to find orders that have had a label created within the last three days:

Type Shipment Processed Date into the Field drop-down and select it from the available options.
Select Is Older Than Days from the Operator drop-down menu.
Enter the number of days into the Value field.
In this example, we'll enter 3 to specify that the filter should identify orders that a label was processed for three or more days ago. However, you can enter any number of days that works best for your workflow.
Click Add to add the search criterion to the filter.

The search criterion is added to the filter.

Tracking Status of Carrier Awaiting Package

Next, we will specify that we wish for the filter to find orders that have a tracking status of Carrier Awaiting Package, indicating the package is not yet in the carrier's system and has potentially not yet been picked up.

Type Label Tracking Status into the Field drop-down and select it from the available options.
Leave the Operator as Equals. Then, select Carrier Awaiting Package from the Value drop-down.
Click Add to add the search criterion to the filter.

The criterion is added.

Exclude Voided Shipments

Lastly, let's exclude any shipments that may have been voided so that those do not show in the search results.

Type Shipment Status into the Field drop-down and select it from the available options.
Select Not Equals from the Operator drop-down menu.
Select Voided from the Value drop-down menu.
Click Add to add the search criterion to the filter.

The criterion is added.

Save Your Filter

Click Save As.
(Optional) Click the magnifying glass icon and select an icon for this Filter.
The icon will be displayed next to the Filter in the Orders Menu.
Enter a name for the filter. Then, click Save.

Your search is saved as a Filter in the Orders Menu. Select the Filter to view orders that had a label processed three or more days ago and is still in the Carrier Awaiting Package status.

The new filter is selected and one order is shown in the grid.

Add a Widget to the Dashboard

Add a widget to the Dashboard so that you can see the total number of orders in your new filter at a glance. This is a quick and easy way to monitor for packages that may have been missed during pickup.

Learn more about adding widgets and personalizing your Dashboard.

Open the Dashboard by clicking Dashboard in the Main Menu.
Click the gear icon to open the Dashboard Settings.
Select Add Widget.
Select the # Orders widget from the list of available widgets.

The new widget is added to the bottom of the Dashboard. You can grab a corner of the widget to resize it or drag and drop the widget to move it.
Click Save Layout to save your changes.
Expand the widget options menu in the newly added widget.
Select Settings (the wrench icon) from the menu to open the widget's available settings.
Give the widget a Title. This is the title used to identify the widget in the Dashboard.
Select the filter you created in the previous section from the Filter drop-down menu so that the number of orders meeting the filters search criteria is displayed in the widget.
Click Save.

The widget is updated and displays the new title and the number of orders in your new filter. You can view the widget in the Dashboard at any time to quickly monitor if any orders may be lost in transit.

The new widget is shown in the dashboard.