Shipment Profile / Shipment Overview
This article will cover the following features of the Shipment Profile; keep in mind that most of these features have their own training videos for more in depth information:
- Activity Log
- Update Status
- Location History
- Accounting
- Shipment Tools
- Shipment Documents
Quick Reference Video Summary
- Activity Log displays an 'audit trail' of all the actions made in a shipment profile.
- Activity Log can be used to store notes for other system user with the 'Add Activity' button; the color of the activity log button will show you if there has been new activity in the last 24 hours (orange).
- Update Status can be quickly used to update the status of the order.
- Location History Popup will display the tracking updates on a map, with a pin for each stop.
- Accounting menu allows you to manage your Payables and Receivables. You can create invoices and approve bills from here, as well as register advanced payments or variances.
- Shipment Tools allows you to Duplicate shipments, view commissions, check what automation files were sent (EDI / API), view Truckload Volume Quoting, and edit pricing.
- Shipment Documents allows you to see all related and attached shipment documents, as well as send them out to carriers and associated parties; you can upload documents from this menu as well.