Shipment Tracking¶

Loupe Factory connects your orders and warehouse to major carriers so you can buy labels, track packages, and see delivery status in one place. This guide covers how to create shipments, connect them to orders, and monitor delivery progress from within the platform.

Creating a Shipment¶

You can create a shipment directly from an order or from the Shipments module.

From an Order¶

The most common workflow is to create a shipment from a confirmed order:

1. Navigate to the Orders module and open the order you want to ship.
2. Click Create Shipment on the order detail page.
3. Verify or update the Ship To address.
4. Select one of your enabled Carrier options from the dropdown.
5. Enter the package weight and dimensions.
6. Click Create Shipment.

Loupe Factory submits the shipment details to your connected carriers and returns a tracking number and shipping label.

From the Shipments Module¶

You can also create a standalone shipment not tied to a specific order:

1. Navigate to Shipments from the main dashboard.
2. Click New Shipment in the top-right corner.
3. Fill in the recipient address, carrier, and package details.
4. Optionally link the shipment to an existing order using the Order field.
5. Click Create Shipment to generate the tracking number and label.

How shipping works in Loupe Factory¶

When you create a shipment, the platform validates addresses, retrieves available carrier services and rates, and purchases the label you confirm. A tracking number is stored on the shipment record, and status updates are synced as the carrier scans the package.

Rate selection¶

You can compare services (for example, ground versus express) and delivery estimates before purchasing a label. Your administrator controls which carriers and service levels are enabled for your organization.

Supported shipping carriers¶

Loupe Factory includes the following default carrier profiles for shipment creation. Your administrator can enable the ones your business uses from Orders Settings.

Carrier availability, services, and rates can vary by origin, destination, package details, and the shipping accounts connected to your workspace.

Downloading shipping labels¶

After a shipment is created, you can download the shipping label directly from the shipment detail page:

1. Open the shipment from the Shipments list.
2. Click Download Label to save the label as a PDF.
3. Print and attach the label to your package.

Tracking packages¶

Once a shipment is created and the package is in transit, Loupe Factory keeps the tracking timeline up to date from carrier data.

Viewing tracking status¶

To view the current status of a shipment:

1. Navigate to Shipments from the main dashboard.
2. Find the shipment in the list: the current status is shown in the Status column.
3. Click the shipment to open the detail view and see the full tracking timeline.

Delivery status values¶

Each shipment moves through the following statuses as it progresses:

Handling delivery exceptions¶

If a shipment enters Exception status, Loupe Factory displays an alert on the shipment detail page with the carrier's exception message. Common causes include:

• Incorrect or incomplete delivery address
• Recipient unavailable for signature
• Package refused by recipient
• Customs hold (for international shipments)

To resolve an exception:

1. Open the shipment detail page.
2. Review the exception message from the carrier.
3. Contact the carrier directly using the tracking number to arrange re-delivery or correction.
4. Update the shipment notes in Loupe Factory to record the resolution steps.

Linking shipments to orders¶

Shipments created from an order are automatically linked. You can also link a standalone shipment to an order after the fact:

1. Open the shipment detail page.
2. Click Link to Order in the shipment details panel.
3. Search for and select the order.
4. Click Save.

Once linked, the order status updates to Shipped and the tracking number appears on the order detail page.

Next steps¶

• Order Management: Create and manage orders that generate shipments.
• Invoicing: Generate invoices linked to fulfilled orders.
• Customer & Supplier Management: Manage the recipient addresses used in shipments.
• Reporting & Analytics: View shipment reports and export delivery data.