You will learn about the bulk operation tools available in Company Loadboard that will allow you to simultaneously perform specific actions to shipments, such as email documents, update dates, check calls, etc.
How to access Bulk Operations
Select any shipment from the results to enable the bulk operation toolbox.
Check Call
Select how you want to request a check call to your carriers; you can email or send a text message.
You can select the sender email you want to display, add a subject line, review the body of the email, and add a message if needed.
Note: You can make a default custom subject line to save time. To learn how to create one, please click HERE.
Text message
If you select Text, the system will allow you to request a check call if the driver's cell phone is on file and the shipment is in a "Dispatched" status.
Update Status
After selecting shipments, select the status, you require from the drop-down list and click on update.
Email Documents
Email/Download Carrier rate confirmations, BOLs, Labels, Carrier packets, full labels, and a shipment manifest for your customers. An email subject is required. In the modal, you can add a message. Clicking on the download button will download the selected document as a PDF.
If the Truckload Carrier Compliance Setting is enabled, the system will allow bulk emailing or downloading carrier confirmation only if compliance requirements are met.
If you have carriers that are not compliant while others are, the system will inform you about the carriers to which it cannot send or download the carrier confirmation. It will then ask if you would like to proceed with the carriers that can be processed.
Shipment Manifest
This document requires setting up the content template "Shipment Manifest."
To learn how to edit content templates, please click HERE.
You can use the recommended source code:
<style>
@media print {
@page {
size: landscape
}
}
#Container {}
#Header {}
#HeaderLeftBlock {
width: 70%;
float: left;
}
#title {
text-align: center;
}
#footer {
font-size: .75em;
}
#Info {
float: right;
width: 40%;
}
#Shipper {
float: left;
width: 50%;
}
</style>
<div id="Container">
<div id="Header">
<div id="title">
<h3>Shipment Manifest</h3>
</div>
<div id="Shipper">
<table>
<tbody>
<tr>
<th>Pickup Date:</th>
<td>[TODAYS_DATE]</td>
</tr>
<tr>
<th>Shipper:</th>
<td>[SITE_OWNER_ADDRESS_FORMATTED]</td>
</tr>
</tbody>
</table>
</div>
<div id="Info"><!--<table>
<tbody>
<tr>
<th>Trailer #: </th>
<td>[TRAILER_NUMBER]</td>
</tr>
<tr>
<th>Carrier:</th>
<td>[LINEHAUL_CARRIER_SCAC]</td>
</tr>
<tr>
<th>Service:</th>
<td>[SERVICE_LEVEL]</td>
</tr>
<tr>
<th>Terms:</th>
<td>[VENDOR_TERMS]</td>
</tr>
</tbody>
</table>--></div>
<span class="ClearFloat"> </span></div>
<table style="width: 100%;">
<tbody>
<tr>
<th scope="col" style="width: 10%;">Ref</th>
<th scope="col" style="width: 10%;">PO#</th>
<th scope="co" style="width: 17.5%;">PRO#</th>
<th scope="col" style="width: 12.5%;">Consignee Address</th>
<th scope="col" style="width: 10%;">Commodity</th>
<th scope="col" style="width: 5%; text-align: center;">NMFC</th>
<th scope="col" style="width: 5%; text-align: center;">CLASS</th>
<th scope="col" style="width: 5%; text-align: center;">UNITS</th>
<th scope="col" style="width: 10%; text-align: center;">PKGS</th>
<th scope="col" style="width: 15%; text-align: right; padding-right: 2px;">WEIGHT</th>
</tr>
<!--[EACH]([MANIFEST_SHIPMENTS])-->
<tr>
<td style="border-top: 1px solid; border-spacing: 0px; border-left: 1px solid; width: 10%;">[SHIPMENT_ID]</td>
<td style="border-top: 1px solid; border-spacing: 0px; width: 12.5%;">[PURCHASE_ORDER_NUMBER]</td>
<td style="border-top: 1px solid; border-spacing: 0px; width: 15%;">[LINEHAUL_PRO_NUMBER]<br />[LINEHAUL_PRO_NUMBER_BARCODE]</td>
<td style="border-top: 1px solid; border-spacing: 0px; width: 12.5%;">[DELIVERY_ADDRESS_FORMATTED]</td>
<td style="border-top: 1px solid; border-spacing: 0px; border-right: 1px solid; padding: 0px; width: 50%; vertical-align: top;" colspan="6">
<table style="margin: 0px; margin-top: 5px; width: 100%;"><!--[EACH]([COMMODITY])-->
<tbody>
<tr>
<td style="width: 20%;">[COMMODITY.DESCRIPTION]</td>
<td style="width: 10%; text-align: center;">[COMMODITY.NMFC]</td>
<td style="width: 10%; text-align: center;">[COMMODITY.FREIGHT_CLASS]</td>
<td style="width: 10%; text-align: center;">[COMMODITY.HANDLING_UNITS]</td>
<td style="width: 20%; text-align: center;">[COMMODITY.QUANTITY]</td>
<td style="width: 30%; text-align: right;">[COMMODITY.WEIGHT] [WEIGHT_UNIT]</td>
</tr>
</tbody>
</table>
</td>
</tr>
<!--[ENDEACH]([COMMODITY])-->
<tr>
<td style="border-left: 1px solid; border-spacing: 0px; border-bottom: 1px solid;" colspan="8"></td>
<td style="border-bottom: 1px solid; border-spacing: 0px; width: 10%; text-align: center;"><strong>Handling Units</strong></td>
<td style="border-right: 1px solid; border-spacing: 0px; border-bottom: 1px solid; width: 15%; text-align: right;"><strong>Weight</strong></td>
</tr>
<tr>
<td style="border-left: 1px solid; border-spacing: 0px; border-bottom: 1px solid;" colspan="7"></td>
<td style="text-align: right; border-bottom: 1px solid; border-spacing: 0px; width: 5%;"><strong>TOTAL:</strong></td>
<td style="border-bottom: 1px solid; border-spacing: 0px; width: 10%; text-align: center;"><strong>[TOTAL_HANDLING_UNITS]</strong></td>
<td style="border-right: 1px solid; border-spacing: 0px; border-bottom: 1px solid; width: 15%; text-align: right;"><strong>[TOTAL_WEIGHT]</strong></td>
</tr>
<!--[ENDEACH]([MANIFEST_SHIPMENTS])--></tbody>
</table>
<div id="footer">
<p>Shipper's signature below shall be evidence of its assent to each bill of lading associated with a shipment described above. Shipper understands this shipping manifest shall not be construed as a bill of lading and only act as a summary of shipment details. If there is any conflict between the information provided herein and that provided in the bill of lading, the information contained in the bill of lading shall prevail.</p>
</div>
</div>
Example document
Update Dates
Update the dates of your shipments, select the date type, add the date, ready time, and close time, and click on update.
Load Posting
Post multiple shipments to any available load board using the Load Posting button. Since this is a bulk operation, only posting is supported. Something to consider is that if an offer rate is entered, it is applied to all posted shipments.
Lost Quote
Clicking on Lost Quote will cancel the shipments and add the Lost Quote Alert. You can use this alert for reporting purposes.
Note: The system will warn you if accounting has begun on the shipments to ensure you are not mistakenly canceling them. For example, if you have created an invoice or invoice payment.
Add/Resolve Alert
The Add/Remove button allows you to resolve or add new alerts to the selected shipments. Clicking on the button opens a modal where you will find a list of alerts and the options to resolve or add them.
Assign
Easily assign multiple shipments to yourself or any available LSP Staff.
Add Terminal
This tool allows you to add an origin or a destination terminal to the selected shipments. If you choose "Add Origin Terminal," the system will add the stop after the First Pickup. Selecting "Add Destination Terminal" will position the stop before the Last Drop.
Add Transit Legs
This feature enables you to incorporate transit legs into your selected shipments. You can choose from various transit leg options, such as Pickup, Delivery, Warehouse etc, and also specify a carrier to be associated with each transit leg.
To learn more about Company Loadboard, please click HERE.