Package management

The Packages page tracks packages delivered to a site and records when they are picked up. Access depends on your role and whether the Packages module is enabled.

Find packages

The initial date range covers recent deliveries. Adjust the date range, choose the information to search, enter a value, and apply the filters.

You can search by supported fields such as description, status, type, host name, notes, creator, delivered-by name, picked-up-by name, or barcode identification.

Open the additional filters to:

• choose a site when your account has access to more than one;
• limit results to a post;
• show all packages, picked-up packages, or packages not yet picked up.

Select Reset to return filters other than Site to their defaults. Select Refresh to retrieve current results.

Understand the grid

The grid can show the post, description, host, delivery date, delivering person and company, package type, status, and barcode. Select a column heading to sort when sorting is available.

Double-click a package or open its three-dot menu and select Edit to view or update it. Select History to review recorded changes.

Add and export

Select Add New to record a delivery. The action may be disabled when your role does not permit package entry. See Add or edit a package.

Select Export to download the currently available grid data. Apply the intended site, date, and search filters before exporting.