Maintain Shipments

Field

Description

View trip

Use this button to switch to the trip, if the trip has not been assigned to a driver yet this will open the trip assignment wizard.

Split manager

Use this button to split the shipment into multiple trips. This split manager can be done from the shipment or trip screen. For information on splitting loads click here.

Duplicate

This button can be used to create duplicate shipments. This will follow the default Shipment duplication method that is set in the Dispatcher setup options. Click here to see where to set the method to use for Shipment Duplication.

BOL

This button will open a Bill of Lading that can be printed or saved.

Notes

The notes button will open or close the notes section. Use notes for any additional notes that may be needed for this shipment.

Messaging

The messaging button will open or close the messaging section. The messaging section will display all messages sent between drivers and dispatchers related to this shipment.

Document Management

This button will open the document management folder for this shipment. Document management is where you can upload documents related to this shipment.

Customer

Select the customer that booked the shipment.

Bill To

Select the customer who will be billed for this shipment. The system will fill in the same information as for the above “Customer” automatically, this can be changed if needed.

Rate Plan

Select the rate plan to use to bill the customer. It will populate with the plan that is assigned to the customer. If no plan is assigned, you can select the rate plan to use or manually add charges.

Company

Select which of your companies will bill this customer. The system will fill in the same information as for above “Customer” automatically, this can be changed if needed.

Entered by

This will be automatically entered as the user that added the shipment.

Booked By

Select the user who booked the shipment. If set on the customer’s defaults, this field will populate on its own.

Booked for

Select if this shipment is booked for Company Assets or for Brokerage. This will be auto filled in using the default you set in the dispatch options. Click here to see detail on where to set the default option to use.

Reference Numbers

Here fill in all the reference numbers that are needed for this shipment.

Equipment

Select the type of equipment that is required for this shipment.

Refer Temp

If a reefer is needed enter the required temperature here.

Refer Mode

Select if the temperature should be Start/Stop, Continuous, or Off.

Preloaded trailer

If there is a preloaded trailer that will be picked up for this load select it here, this will be added to the trip when assigned.

Team required

Check the box if a team is required for this load.

Hazmat

Check the box if this is a hazmat load.

Cargo Value

Enter the estimated cargo value here.

Original Paperwork

You can enter the date you received the original paperwork here.

Location Contact

Enter the contact information for this part of the Shipment. This information comes from the location if filled in and can be edited by clicking the pencil next to Stop.

Stops

Fill in the stops information. If more stops are needed, use the Add Stop button. Use the Pencil next to the stop to edit any information on the stop or add notes for driver/dispatcher.

Truck/Trailer Icons

Next To Location there are truck Icons to tell you what is happening at that stop.

Pickup Location

Delivery location

Location is a Drop & Hook Site.

Extra stops require specification if it is a pickup, delivery, or both. Also if it is drop/hook.

Appointment

Appointments can be set to FCFS (First come first serve), Appointment Set, or Appointment Required. If you choose FCFS you can select a date range for the appointment. If you choose Appointment Set you can add a late after field by clicking on the “+” next to the clock and fill in the date and times for the appointment. Appointment Required is used when you still need to set an appointment time for this stop.

Info

This field is to be used for any additional information: stop reference numbers, pick up instructions, numbers to call.

Goods

Add the types of goods for the shipment. Identify types of Goods for each additional stop. Types can be selected from a preset list or you can type in a description.

Use ‘Add All’ if you have multiple stops with the same goods type.

Weight/Volume/

Units/Pallets

Fill in the fields with details.

Charges

Add Charges needed for the shipment. If a customer has a rate plan, select the Calculate Charges calculate the rate. These rates can be adjusted by typing over the rate or quantity. Add any additional charges here such as lumper or layover charges.

Adjusted Revenue

This field is used by the system to calculate the driver’s pay when dealing with percentage drivers.

Use for Pay

If checked, this charge will be used for driver’s pay when dealing with percentage drivers.

Billing Notes

Additional information needed for billing purposes. This information will be filled automatically if entered on the bill To customer’s information.

Invoice Notes

Additional information needed for invoicing purposes. This information will be filled automatically if entered on the bill to customer’s info. This information will print on the Invoice.

Field

Description

View Trip

Use this icon to assign a driver to the trip.

Split Manager

Use this icon to split the shipment between multiple drivers.

Duplicate

Use this icon to duplicate this shipment.

BOL

Use this icon to print a Bill of Lading for this shipment.

Delete

Use this icon to delete the Shipment.

Notes

Use this icon to open and close the notes section for this shipment.

Messaging

Use this icon to view messages from drivers for all trips associated with this shipment.

Document Manager

Use this icon to attach documents to the shipment.

Agent Access

Use this icon to assign agent access to for this shipment.

Help

This icon opens a new window with the help section for the current tab.