How to Duplicate a shipment

This article will teach you how to duplicate shipments to make it faster and more streamlined. Here's what’s changed and what to expect when using this feature.

What's New?

Previously, when you clicked Tools > Duplicate on a shipment, the system would:

Create a copy of the shipment
Open the duplicated shipment page in edit mode
Allow you to review and edit the duplication before saving it

Now, the process is more immediate:

Clicking Duplicate creates an exact copy of the current shipment
The new shipment is saved instantly
You will remain on the duplicated Shipment Detail page
A green confirmation message will appear in the top-right corner, confirming the duplication was successful

✅ What Gets Copied in the New Shipment?

When a shipment is duplicated, the following details are carried over:

Shipment Type
Customer and Staff
Stops
Commodities
Legs
Carriers
Accessorials

❌ **What’s Not Copied?**

The following elements are not included in the duplicated shipment:

Reference Numbers
Pricing
Tariffs
Hierarchy outside of the current accounting level
Delivery Information

Since the duplicated shipment is saved immediately, you won’t have a chance to edit it prior to saving like before. If you need to make changes, you can still edit the shipment after it’s been created.

For more information, please get in touch with our support team at support@tai-software.com.