--- title: "Shipping Enquiry" slug: "adding-a-shipment" description: "What is Shipping Enquiry, how is it used, and why is it important in Canary7? Guides on how to use Shipping Enquiry for searching, creating or editing Shipments." updated: 2025-08-06T12:07:22Z published: 2025-08-06T12:07:22Z canonical: "help.canary7.com/adding-a-shipment" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.canary7.com/llms.txt > Use this file to discover all available pages before exploring further. # Shipping Enquiry ## 📦 Understanding Shipping Enquiry ### What is Shipping Enquiry **Shipping Enquiry** is a central menu used by warehouse operatives to view, add, edit, split and manage information relating to outbound shipments, including shipment headers, loads, and containers within **Canary7**. ### Accessing Shipping Enquiry You can access the **Shipping Enquiry** screen in two ways: - Use the navigation bar: Type **"Shipping Enquiry"** into the search bar. - Navigate via the menu: **Shipping > Shipping Enquiry** ## 🚛 Load Tab – Finding Load Information Use the **Load** tab to search for **loads**—groups of shipments typically linked by carrier their respective carriers. New Shipments be assigned loads by 3 methods: - Assigned to the Oldest Load - Assigned to the Oldest Load of the Same Day - Each Shipment is assigned it's own Load. This is determined in the Detail of the **Load Assignment** [**Waveflow**](/v1/docs/waveflow) **Step.** ![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1747312877598.png) ### Searchable Fields: - **Carrier** - **Load Number** - **Trailer Number** - **Load Status** - **Warehouse** - **Last Updated From / To** > 💡 Tip: Leaving all fields blank will return **all load records**. Unchecking “Don't Show Closed” ensures visibility of previously closed Loads also. Once you have entered all the information, you need to find your results click on the search button![search button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20button.png) to continue. ### Load Tab Results: After searching, only a subset of columns will be visible. Use the horizontal scroll bar to view additional fields: - Load Number - Carrier - Leading Status - Trailing Status - Trailer Number - Created At - Last Updated At - Load Status If you want to go back and input more information, click on the search icon![search icon](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20icon.png) and enter the data you require to refine your search. You can search Loads by multiple parameters. ## ## 📦 Shipment Tab – Finding Shipment Information Use the **Shipment** tab to view and filter individual shipment records using a wide array of parameters ![shipment enq shipment search](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/shipment%20enq%20shipment%20search.png) ### Searchable Fields: - Shipment Number - Load - Customer Code / Order Reference - Carrier / Carrier Service - Tracking Number - Item Code - Company - Status From / To - Created Date From / To - Last Updated Date From / To - Shipment Type / Sub-status / Soft Allocation Status - Wave Number - Ship To Country - On Hold - Leading / Trailing Status > 💡 Tip: Leave all fields blank and uncheck “Don't Show Closed” to return all shipments in the system. Once you have entered all the information, you need to find your results click on the search button![search button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20button.png) to continue. ![shipment enq shipment load results](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1666523976082.png) This will only have some columns in view to see the rest, simply drag the horizontal scroll bar. Note, if you wish to arrange the order of the columns in view, you can do this by simply dragging the column across to where you would like it to sit. Here is a list of what headers you scroll between to view the information: - Item Thumbnail - Shipment Number - Hold - Hold Comments - Item Code - Shipment Type - Used in Rulemaster - Company Code - Load Number - Customer Order Reference - Ship to Name - Ship to City - Ship to State - Ship to Email - Ship to Country - Carrier - Leading Status - Trailing Status - Created At - Last update date - Tracking Number - Tracking Url - Planned Dispatch Date - Ship To Address1 - Ship To Address2 - Ship To Address3 - Ship To Phone Number - Ship To PostCode - Ship to Instructions - Consolidation Dock - Stagging Dock - Wave Reject Reason - Routing Code - Total Net Weight - Total Net Volume - Event Status - Total Quantity - Total Details - Total Cost - Total Sale Value - Longest Side If you want to go back and input more information, click on the search icon![search icon](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20icon.png) and enter whatever data you need to refine your search. ## ## 🧾 Detail Tab – Finding Shipment Line Details The **Detail** tab provides line-level shipment information (i.e., item details within shipments). ![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1747313145336.png) ### Searchable Fields: - Shipment Number - Item / Item Description - Company Code - Quantity - Status From / To - Batch / Serial Number - Carrier / Carrier Service - Allocation Fail - Created Date From / To - Last Updated Date From / To - Shipment Sub-status - Warehouse > 💡 Tip: Uncheck "Don't Show Closed" to display all detail records in the system. Once you have entered all the information, you need to find your results click on the search button![search button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20button.png) to continue. ![shipment detail results](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1666525828322.png) ### Detail Tab Results: Use the scroll bar to access full results, including: - Shipment Number - ERP Order Line Number - Company Code - Carrier - Ship To Name / Address - Item / Description - Leading / Trailing Status - Quantity / Original Quantity - Batch Numbers - Allocation Rule - Created / Updated Timestamps If you want to go back and input more information, click on the search icon![search icon](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20icon.png) and enter whatever data you need to refine your search. ## Finding Container Information The **Container** tab allows users to find data relating to shipment containers - such as pallets, totes, or cartons. ![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1747313314471.png) ### Searchable Fields: - Shipment Number - Company - Container Number - Warehouse - Status From / To - Created At From / To To access all data, uncheck ![load search](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1666522254953.png) as this will have all containers that have ever been in the system. Once you have entered all the information, you need to find your results click on the search button![search button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20button.png) to continue. ![shipment container results](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/shipment%20container%20results.png) ### Container Tab Results: Key fields you can view by scrolling include: - Container Number - Shipment Number - Company Code - Location Code - Status - Dimensions (Length, Width, Height) - Weight - Packing Effort - Container Type - Created At - Assigned User If you want to go back and input more information, click on the search icon![search icon](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20icon.png) and enter whatever data you need to refine your search. ## Splitting Shipments In Canary7, shipments can be split into multiple parts under specific conditions. This is useful for adapting to changing operational requirements and ensuring that shipment fulfilment can continue even when certain details are delayed, incomplete, or need to be handled separately. There are **two primary scenarios** where shipment splitting is supported: ### 1. **Split from In-Pool Status** A shipment can be split when the following status conditions are met: - **Leading Status:** `In-Wave` or further (Pick Pending, Pack Pending, Consigning Pending etc.). - **Trailing Status:** `In-Pool` In this scenario, any shipment details that are still `In-Pool` will be moved to a new shipment. The original shipment number is preserved, and the new shipment is created with a suffix - `##1`. > **Example:** Shipment `SH12345` is in progress. Some details are already Pack Pending, while others remain In-Pool. Splitting results in: > > - `SH12345` → retains the Pack Pending (or further) details > - `SH12345##1` → contains all details that were still In-Pool This split can be initiated from the **Shipment Enquiry** using the ellipsis menu, as shown below: ![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1753865298105.png) ### 2. **Split at Loading Pending** If **both** the Leading and Trailing statuses are `Loading Pending`, a shipment can also be split using a **dedicated screen** designed for manual splitting. This screen allows users to: - Select specific shipment details to be moved into a new shipment. - Control exactly how the original and split shipments are formed. This method provides more flexibility, as it doesn’t rely on the system auto-selecting details based on status. ![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1753865657429.png) --- ### Additional Notes - Splitting does not affect the original shipment number structure beyond suffixing (e.g., `##1`, `##2`, etc.). - Both types of splits are also accessible via the **Shipping Enquiry** screen. ## ## Adding a Load Within Shipping Enquiry, click on ''Load''. ![add load 1](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/add%20load%201.png) Click on the Red Action Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add" ![2. add items](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/2.%20add%20items.png) ### Enter Mandatory Fields ![add load 2](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/add%20load%202.png) - Navigate to the **Load** tab in **Shipping Enquiry**. - Click the **Add** button. - Enter the mandatory fields: - **Load Number** - **Carrier** - *(Optional)* Trailer Number - Click **Apply** to create the Load. ## Adding Shipments via User Input Within Shipping Enquiry, click on "Shipment".![Shipmrnt tab.](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/Shipmrnt%20tab..png) Within this Shipment Tab, click on the Red Action Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add".![clicking add](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/clicking%20add.png) ### Enter in Mandatory Fields #### General tab![enter mandatory fields 1](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/enter%20mandatory%20fields%201.png) Enter or Select the following: 1. The Shipment Number 2. The Warehouse 3. Company 4. Outbound Status flow Click on the Next button ![Next Button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/Next%20Button.png) to continue to the next page. #### Ship to Tab ![enter mandatory fields 2](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/enter%20mandatory%20fields%202.png) Enter or Select the following: 1. Ship to Country 2. Ship to Phone Number Click on the Next button ![Next Button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/Next%20Button.png) to continue to the next page. #### Carrier Tab ![enter mandatory fields 3](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/enter%20mandatory%20fields%203.png) Select the following: 1. Carrier 2. Carrier Service Click on the Add Items button ![add items](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/add%20items.png)to continue to the next page. #### Items Tab Within this Items Tab click on the Red Action Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add". #### ![2. add items](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/2.%20add%20items.png) This will bring up a new tab, all fields in this tab are mandatory. ![enter mandatory fields 4](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/enter%20mandatory%20fields%204.png) When all fields are entered, click on the Apply button ![apply](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/apply.png) to add the item, and your shipment will now be fully added. Video Tutorial - ## Adding Shipments via Import CSV ### Step 1: Download Template Use the provided `shipment import template.csv`. [shipment import template.csv](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/shipment%20import%20template.csv) ### Importing the CSV Within Shipping Enquiry, click on "Shipment".![Shipmrnt tab.](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/Shipmrnt%20tab..png) Within this Shipment Tab, click on the Red Action Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add" ### Choosing File The next step is to click on "Choose File". ![3 choose file](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1664014984933.png) Locate and choose your file by clicking on "Open". ![select csv file shipments](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/select%20csv%20file%20shipments.png) Select the following: 1. Warehouse 2. Company ![import file select comp](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/import%20file%20select%20comp.png) Once you have selected and entered the required fields, click on the Import button![Import button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/Import%20button.png) to upload your file. ## Manually Closing a Shipment ![closing load1](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/closing%20load1.png) You will know your shipment is ready to be closed if the Leading and Trailing Status are "Awaiting Dispatch Confirmation", as shown above. ![coping load number](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/coping%20load%20number.png) . ![Clicking Close](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/Clicking%20Close.png) ### How to Close: 1. Ensure the **Leading** and **Trailing Status** = "Awaiting Dispatch Confirmation". 2. Copy the **Load Number** from the shipment record. 3. Go to the **Load** tab and search by Load Number. Once found, click the **Ellipsis (•••)** menu and select **Close**. ## A company that will transport the products to their designated location or address. It is a unique identifier for the Load field used to distinguish Loads. It is a unique identifier for the trailer field used to distinguish trailers. The status of the process that occurred previously. The status of a process that is currently in progress or awaiting to happen.