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.