Summary
Shipment Overview is the workspace where you see every shipment and order, their current status and tracking history, and act on them. Filters, bookmarks, search, column settings, bulk actions and exports let support and operations teams work through large volumes quickly.Who it’s for
Customer service agents answering a shopper’s question about one parcel, and operations teams monitoring pending, delayed or returned shipments across carriers and markets.Key benefits
- Every shipment in one list. Outbound and return shipments from the API, file uploads, Shopify and other channels appear together, with the latest event and status.
- Find what you need fast. Search by tracking number, shipment or order reference, carrier, tag or recipient email, including partial matches, and filter on dates, status, carrier, destination, issues and more.
- Save the views you use daily. Bookmarks store a filter and column set, and can be shared with your team.
- Act in bulk. Export, archive or tag many shipments at once.
- See the whole journey. Parcel details show tracking events, addresses, line items, costs, notifications sent, ratings, documents and proof of delivery.
How it works
Shipment statuses
Perform.AI updates each shipment on a schedule that depends on its status. If a carrier shows an event that has not reached the shipment yet, select Update in the shipment details to request an instant update.
Search and filters
Search matches partial values on tracking number, shipment ID and reference, order ID and reference, carrier, tag and recipient email. Date filters cover date added, date shipped, date delivered and date of an issue event. Data filters include carrier, cash on delivery, notification phone, destination and origin country, domestic or international, duties borne by, channel, issue and issue type, last event, order source, payment type, shipping service, status, tags, each address type, sender and recipient country, Tracking Page reference, sales channel, destination region, line items, rating and rating categories, notifications sent, linked carrier, shipment type (outbound or return), booking result and shipping product.Columns and bookmarks
Choose up to 20 columns and drag them into the order you want. Save a filter and column set as a bookmark, share it with other users in your account, and open shared bookmarks from View all bookmarks. Standard bookmarks give ready-made views such as pending or delayed shipments.Parcel details
The language, timezone and time format of tracking details follow your profile settings.
Linked shipments
When a parcel moves between carriers, Perform.AI combines the events from each carrier into one view. For some carriers, mostly postal carriers, the next carrier is found automatically. You can also add up to 10 linked tracking numbers with their carriers when creating a shipment.Proof of delivery
When the carrier provides it, proof of delivery (a signature, a photo at the delivery location or the recipient’s name) appears in the recipient information section and can be downloaded as a JPG. It is also returned aspod_url in the v5.2 shipment details and webhook payloads; the link is public and expires after 7 days, and a new link is generated on each response. Availability depends on the carrier and the integration.
Bulk actions and export
Select shipments with the checkboxes to Export, Archive or Add tags. Export generates a CSV report and emails you a download link; large exports take from 15 minutes to about an hour. The maximum number of rows per export depends on your subscription and is shown in the export dialog. To export only the current page, use the three-dot menu and choose Export parcels.Set up in the portal
Go to Post-Purchase > Shipment Overview.- Add filters and search to narrow the list, then select the three-dot menu and Edit columns to choose up to 20 columns. Select Confirm.
- Select the three-dot menu and Save as bookmark, name it and save. Share it with your team from the bookmark menu.
- Open a shipment to see its parcel details. Edit customer data, tags, shipment information, notification recipients and notes directly; select Update to request the latest carrier events.
- Select shipments with the checkboxes to export, archive or tag them in bulk.
Use via API and MCP
- List Shipments with the same filters as the portal, and Retrieve Shipment Details or the v5.2 variant for one shipment. Guides: List shipments, Retrieve a shipment.
- Documents: List documents and Retrieve a document. Guide: Shipment documents.
- MCP tools:
list_shipments,list_shipments_filters,get_shipment_filter_values,list_event_types,list_bookmarks,list_shipments_from_savedandget_shipment_details. See MCP tools.