Tracking shipments

RB9 only

When clients call to find out where their order is, you don’t have to leave RB9 to check the shipping status. Use the Shipping function to quickly follow up an order’s current location if sent via FedEx or UPS. You can also update information about the shipping or its related job, case, and contacts.

  1. Track shipping

    1. To find a shipment to track, see Searching shipping.
    2. To see where a FedEx or UPS shipment is at any time, click Tracking No.’s lookup button in the View Shipment window.

      RB9 automatically opens the related shipping company’s webpage in your browser showing the current status of your shipment.

  2. Update details

    In the View Shipment window, click Edit. You can update some information and selections. See Shipping to clients.

Step-by-step instructions