Shipments Outbound

You can use Tracr to send and receive shipments of diamonds. Use the Outbound option to create and manage shipments that you want to send from your inventory to another Tracr account.

If you are a producer, you can only create a shipment of rough diamonds that you have registered on Tracr to send to a manufacturer. If you are a manufacturer, you can only create a shipment of polished diamonds to send to a retailer.

Create a new shipment

To transfer diamonds to a new recipient, you must create a shipment which specifies the diamonds that you want to transfer from your inventory.

Before you start: Prepare a CSV file with the Tracr IDs of the diamonds you want to transfer. To avoid syntax errors, name the column tracr_id.

Download transfer CSV template

1

Prepare CSV

Create a CSV containing the Tracr IDs of the diamonds to transfer. Ensure the column name is exactly:

transfer.csv

tracr_id

2

Start a new shipment

Select the New shipment button at the top of the page.

3

Upload and specify recipient

Upload your CSV file, enter the recipient's Tracr API URL, and provide a shipment ID.

4

Track the shipment

The shipment you create initially appears on the Active tab and then moves to the Archived tab when all diamonds in the shipment have either been transferred, rejected, or cancelled.

Active outbound shipments

The Active tab lists the collections of diamonds (shipments) that you want to transfer to a selected recipient. To make a diamond eligible for transfer to another Tracr account, select the New shipment button and complete the New Shipment process.

When you transfer a diamond out of your inventory, you make it eligible for transfer into the recipient’s Tracr inventory. Tracr sends notifications to the recipient and the diamond appears on the list of eligible diamonds for transfer in.

Each active shipment has a status:

• Sent — The recipient has been notified of all the diamonds in the shipment.
• In progress — Some, but not all of the diamonds in the shipment have been accepted, cancelled, or rejected. Applies only to polished shipments.
• Accepting, Cancelling, or Rejecting — Tracr is processing the shipment. Applies only to rough shipments.

View active shipment details

To view active shipment details and the status of each diamond in the selected shipment, next to a shipment, select View.

When viewing active shipment details, you can cancel the shipment of a selected diamond or cancel a complete shipment. Tracr only shows the status of a diamond for polished shipments.

Archived outbound shipments

The Archived tab lists the collections of diamonds (shipments) that have completed — the recipient has either confirmed or rejected the shipment, or the sender has cancelled the shipment.

Each completed shipment has a status:

• Cancelled — The sender cancelled the shipment.
• Complete — The transfer is complete. All diamonds in the shipment have either been transferred, rejected, or cancelled.
• Rejected — The recipient rejected the shipment.

View archived shipment details

To view archived shipment details and the status of each diamond in the selected shipment, next to a shipment, select View.

Tracr only shows the status of a diamond for polished shipments.