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Operations · Shipments

The order is on its way.
Keep the handoff clear.

Track customer shipments from draft through carrier handoff and delivery. Keep shipping details connected to the order they fulfill.

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Shipment

SHP 002Shipped

ORD 002 · Northwind Traders

Ship to Arlington, VA

  1. Draft

    Oct 20, 2026

    Draft awaiting carrier details

  2. Pending handoff

    Tracking assigned, awaiting carrier handoff

  3. Carrier handoff

    Oct 21, 2026
    Carrier
    Sample carrier
    Service
    Ground
    Tracking number
    TRK 0042 7781

  4. In transit

    On its way to Arlington, VA

  5. Delivered

    Not yet delivered

Shipment event In transit Items 4 units Created Oct 20, 2026
Illustrative sample records. Not a live workspace.

What one shipment keeps.

The order, the carrier and the dates stay on one record.

Sample record SHP 001 Delivered

  1. A shipment for the order

    Keep each shipment linked to its customer order and included quantities.

    Order
    ORD 001
    Customer
    Bluebird Studio
    Items
    2 units
    Ship to
    Richmond, VA

  2. Carrier and tracking details

    Record the carrier, shipping service, tracking number, and tracking link where available.

    Carrier
    Sample carrier
    Service
    Ground
    Tracking number
    TRK 0041 3308
    Tracking link
    Track shipment

  3. Delivery progress

    Review shipment status and recorded shipping and delivery dates.

    Created
    Oct 18, 2026
    Carrier handoff
    Oct 19, 2026
    Delivered
    Oct 21, 2026
    Status
    Delivered

From the stockroom to the door.

A little clarity between here and there.

Total shipments
3
Pending handoff
1
In transit
1
Delivered
1
  1. Pending

    Draft awaiting carrier details

    Prepare the shipment

    Start with the order and the items being sent.

  2. Pending

    Tracking assigned, awaiting carrier handoff

    SHP 003

    ORD 003 · Acme Corp

    6 units

  3. Shipped

    Carrier handoff

    Record the handoff

    Keep the carrier, service, and tracking information with the shipment.

  4. Shipped

    In transit

    SHP 002

    ORD 002 · Northwind Traders

    4 units

  5. Delivered

    Delivered

    Follow delivery

    Review the shipment’s state and delivery information against the original order.

    SHP 001

    ORD 001 · Bluebird Studio

    2 units

CanceledA shipment can leave the route before delivery. The record then reads "Shipment canceled before delivery."

Make the handoff yours.

Three examples, then the controls behind them.

  1. Keep customers informed

    A workflow can update an order status and email the customer as part of a process you design.

  2. A custom delivery log

    On Scale, build a delivery proof module in Studio with your own fields.

  3. Role based access

    Custom roles keep dispatch and warehouse staff to the screens they use.

Controls around shipments

  • Roles and permissions

    Every paid plan

    Decide who can see, create and change shipments, down to records and fields, with custom roles.

    See Users and Roles

  • Agaro Agent

    Ask about your shipments in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    Scale and up

    When shipments needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    See custom modules

  • App Builder

    Every paid plan

    Build a website, document, slides or internal app next to your shipments, described in plain words.

    See App Builder

  • Open API and MCP

    Scale and up

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Around the shipment.

Shipments is part of the Orders workflow and retains the customer and order context throughout fulfillment.