Follow receipts and shipments and upload documents in the portal

Summary

The Receipts and Shipments sections of the portal are your live tracking: every inbound and outbound movement of your goods, with its status, its line-by-line detail and the documents your company uploaded. This article explains how to read them; to create notices see Notify an inbound delivery and Request a shipment.

Before you start

To see the list and detail, Read on Receipts or Shipments is enough.
To upload documents you need Write on that section.
The warehouse must have the receiving module (for Receipts) or the shipping module (for Shipments) enabled.
What you see always belongs to the warehouse selected at the top. If your company operates in several, switch warehouses to see each one.

The lists

Both lists work the same way: 20 per page, newest first.

Receipts	Shipments
Receipt #, Reference, Carrier, Date, Status	Shipment #, Reference, Ship to, Date, Status
The date is the confirmation date; if not confirmed yet, the creation date.	The date is the ship date; if not shipped yet, the creation date.

Search and filter

Search finds by document number, reference, carrier or tracking number; in shipments also by consignee. It ignores case.
Status filters by one status; «All statuses» shows them all.
From / To filters by the date the receipt or shipment was created.
Clear removes all filters.

Important: the Date column and the From / To filter do not look at the same date. A receipt created on June 28 and confirmed on July 2 shows «2026-07-02» in the list, but to find it by date you have to include June 28. If a receipt «disappears» when you filter by month, widen the range a few days back.

What each receipt status means

Status	What is happening	Is it in my inventory yet?
Pending	The receipt exists (from your notice or because the warehouse opened it), but the truck has not been worked.	No
In progress	The warehouse is unloading or counting.	No
Captured	The count is done and a supervisor is reviewing it.	Not yet
Confirmed	The warehouse approved the receipt.	Yes
Cancelled	The receipt was voided, by you or by the warehouse.	No

What each shipment status means

Status	What is happening
Draft	The order exists but the warehouse has not confirmed it. If you requested it from the portal, you can still edit or cancel it.
Confirmed	The warehouse accepted the order; the goods still need to be allocated.
Allocated	All the goods have been set aside.
Partially allocated	Only part could be set aside.
Loading	The goods are being loaded onto the truck.
Shipped	The shipment has left; your stock has gone down.
Cancelled	The order was voided.

On the Overview page, «Open receipts» counts those that are neither Confirmed nor Cancelled, and «Open shipments» those that are neither Shipped nor Cancelled.

The receipt or shipment detail

Clicking the document number opens the detail:

Receipt: status, reference, carrier and date; and a table with SKU, Description (with dimensions and weight if recorded), Expected and Received. That way you compare what you announced with what the warehouse counted.
Shipment: status, reference, consignee, carrier, date and tracking; and a table with SKU, description and the quantity ordered.

One-time products (goods the warehouse registered only for that occasion) show without a SKU, as a dash.

If the notice can still be changed, the blue box with Edit notice and Cancel notice appears at the top.

Your documents

At the end of the detail is the Your documents section, with the files your company uploaded to that receipt or shipment: type, name, View / print (opens in the browser) and Download.

With Write you can upload more at any time, even after the receipt is confirmed or the shipment has shipped:

Choose the file under Attach a document (PDF or image, max 10 MB). PDF, JPG and PNG are accepted.
Choose the type: POD, packing list, photo, signed BOL or other.
Click Upload. You get «Document uploaded».

The warehouse sees the file among the attachments of its receipt or shipment, with your name as the uploader. Your own files are not sent back to you in notification emails.

Emails and the portal button

When the warehouse confirms a receipt or closes a shipment, it may send you an email with the detail. That email includes a button to view the detail online only if your email is also that of a portal account with access to that section. If the button is missing, ask the warehouse to use the same email for your contact and your portal account. Everything that can reach you by email is in What the customer sees and when.

If someone at the warehouse opens that same button with their staff account, the system takes them to the warehouse view of the same document.

What the detail does not show

The date you gave (expected arrival date or requested ship date) is not shown in the detail; you only see it by opening Edit notice while editing is still possible. If you need it handy, also put it in your Reference or Notes.
The actual shipped quantity per line: the shipment detail shows what was ordered. What really went out arrives in the shipment-shipped email.
Locations, internal lots and operation photos: they are internal warehouse information.
Charges and invoices: the portal does not show collections.

Example

Carlos Ruiz, from Northern Trading Co., wants to know what came in during June. In Receipts he picks Status «Confirmed», From 2026-05-28 and To 2026-06-30, and finds 6 receipts. He opens the one with reference PO-9912: 300 pieces of CN-10 were expected and 288 were received. He uploads the damage photo his supplier sent as type «Photo» so the warehouse has it with the receipt.

Best practices

Use your order number as Reference when giving notice: it is the easiest thing to search for later.
When filtering by month, start a few days earlier so you do not miss receipts created at the end of the previous month.
Upload documents to the right receipt or shipment: that is where the warehouse looks for them.
Mark the type of each document correctly.

Troubleshooting

I cannot find a receipt I know exists.

Check the selected warehouse, clear the filters and widen the date range (the filter uses the creation date).

«No results for your search or filters.»

No document meets all the conditions at once. Click Clear and apply one filter at a time.

It will not let me upload the file.

Only PDF, JPG or PNG up to 10 MB, and your account needs Write on that section.

The upload section does not appear.

Your account only has Read. You see the documents, but you cannot upload.

Frequently asked questions

Why is a notice I did not cancel showing as cancelled?

The warehouse can also cancel a receipt or shipment, for example if the truck never arrived or it was entered twice. Ask them for the reason: it is recorded on their side.

Can I delete a document I uploaded?

Not from the portal. If you uploaded the wrong file, upload the right one and ask the warehouse to delete the old one.

Why don’t I see the warehouse’s documents?

The portal only shows what your company uploaded. The warehouse’s internal paperwork (receiving records, operation photos, printed documents) is not exposed; whatever the warehouse decides to share reaches you in the receipt-confirmed or shipment-shipped emails.