Shipment Tracking

Shipment Tracking follows physical shipments from incoming mail and manually added carrier links, so internal purchases can be checked without searching the mailbox or carrier portals.

How records are created

• Open Shipment Tracking to review tracked shipments.
• Detection runs from IMAP-enabled Workspace email accounts when Scan for purchase tracking is enabled in Workspace → Email.
• Optional AI purchase analysis can extract richer details such as vendor, ordered items, order total, delivery dates, carrier, tracking code, and shipping status. Without AI, Einblick still uses order and tracking heuristics.
• Use Add tracking to create or update a shipment from a public carrier link, or from a carrier plus tracking code. Einblick can infer common carriers from the link or code, normalize tracking links for known carriers, read DPD shipment status directly, and infer status from accessible carrier pages when possible. If no live status can be read, the tracking record is still saved.
• Shipment Tracking is for things your company bought. Customer orders where your company is the seller, generic marketing, abandoned-cart messages, and verification emails are ignored.
• Source emails remain visible in Mail and show a Shipment Tracking badge that links back to this area.

What each record contains

• Vendor information from a linked organization when possible, otherwise the vendor name and email from the message.
• Order number, order date, expected delivery date, delivered date, total amount, and currency when available.
• Tracking code, tracking URL, carrier, and the latest shipping-status text.
• Up to 25 extracted item rows with name, quantity, unit price, total price, and currency.
• Source email, latest detected email, first detected time, last detected time, and detection count.

When a tracked shipment is linked to an incoming invoice, Einblick can prefill that invoice's line items from the shipment's extracted item rows. Existing manual or already allocated invoice lines are not overwritten.

The table shows vendor, order number, item summary, tracking, carrier, fulfillment status, review status, expected delivery, last detected time, and total amount. Search covers vendor, organization, order number, tracking code, carrier, and item summary. Filters are available for last detected date, review status, and fulfillment status.

Matching and status behavior

New purchase emails update an existing record when the same source email is already linked, the tracking code matches, the order number matches, or a recent open purchase from the same vendor receives its first tracking update. Manually added tracking links also update existing records when the normalized tracking link or equivalent tracking code matches. New information fills missing fields, and incoming shipping states can advance the shipment status.

New manual records are confirmed immediately. If a manual tracking link matches a to_confirm record, that record is moved to confirmed.

Review statuses are to_confirm, confirmed, ignored, and archived. Shipment statuses are unknown, ordered, processing, shipped, in_transit, out_for_delivery, delivered, delayed, cancelled, and returned.

Detected shipments, manual records, and later review or shipment-status changes are recorded in Workspace activity.

The dashboard widget Shipment tracking appears when the feature is enabled and your role can read it. It shows open shipments, shipments delivered in the last seven days, and up to eight open or recently delivered records with vendor or manual-shipment label, carrier, tracking code, shipment status, progress, shipping-status text, and the most relevant order or delivery date. Ignored and archived records are excluded from the widget.

Best practices

• Enable AI analysis for mailboxes that receive mixed retailer, carrier, and marketplace messages.
• Add manual tracking for shipments that do not arrive through a synced mailbox or where you only have a carrier link or code.
• Review to_confirm rows before relying on totals, item names, or carrier details.
• Use the review and shipment-status filters to separate new detections, ignored or archived rows, open shipments, and delivered purchases.