This article will guide you through creating templates for shipments that occur regularly and contain the same information.
Creating a Shipment Template
From the shipment details page, access the Tools drop-down menu and select the " Save as Template" option.
Each shipment template is customized for a specific customer.
Template Creation Options
Defaults
These options are required and cannot be unchecked.
- Pickup Location
- Pickup Instructions
- Commodities
- Delivery Location
- Delivery Instructions
Optional
- Additional Stop Locations
- Additional Stop Instructions
- Shipper Reference Number
- Load Release Number
- PO Reference Number
- Linehaul Carrier
- Additional Transit Legs
- Additional Carriers
- Buy
- Sell
- Accessorials
The Additional Stop Locations option must be checked for the Additional Stop Instructions to function. Similarly, the Additional Transit Legs option needs to be selected to enable the Additional Carriers option.
There is no limit to the number of templates you can create for your customers.
How to Use a Shipment Template
When accessing the shipment creation page, you will find the option to "Create From Template". Clicking on this will display a list of all available shipment templates for you to choose from.
Template Management
You can manage your templates from the customer's profile. Under the Customer Tools drop-down menu, you will find the Shipment Templates option.
You can modify the template name and specify the shipment type it will apply to. Additionally, you have the option to delete your templates from this section.
If you need to make changes to the template selection options, simply delete the existing template and create a new one with the updated options.