Shipment Search - Bulk Operations Tools

In this article, you will learn about the bulk operation tools available in shipment search that will allow you to update shipments, send documents and add/remove alerts for multiple loads simultaneously.

How to access Bulk Operations

Select any shipment from the shipment search screens to enable the bulk operation tool box.

Update status for selected shipments

After selecting shipments, select the status you require from the drop-down list and click on update.

Documents

The bulk operation allows you to Email/Download BOLs, Labels, Carrier packets, Shipment Manifest and Full Labels for your customers. An email subject is required. In the modal, you can add an additional message. Clicking on the download button will download the selected document as a PDF.

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 #:&nbsp;</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">&nbsp;</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

Other Actions

Lost Quotes/Cancel 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.

Cancel Shipments: This will cancel all the selected shipments.

Note: The system will warn you if accounting has begun on the shipments to ensure you are not canceling them by mistake. For example, if you have created an invoice or invoice payment.

If you have the necessary permissions (Accounting Permissions), the system will enable you to cancel shipments that have created invoices or approved bills.

Users who do not have the necessary permissions will be unable to cancel shipments that have already begun the accounting process.

Copy Pros

Clicking on the Copy Pros opens a model with the list of PRO numbers from the selected shipments. The system will automatically highlight them, so you can quickly copy them.

Add Activity

The Add Activity button is a quick way to add a note to a list of shipments. Clicking it opens a modal where you can set the activity log type, the privacy to public or private, and a description.

To learn more about the activity log, please click HERE.

Add/Remove Alerts

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.

To learn more about shipment search, please click HERE.