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What's New?
Shipment Profile - Shipment Tools
This article will showcase the below, and show you how to utilize the various Shipment Tools in the shipment profile:
- Access Commissions from Shipment Profile
- Shipment Duplication
- Shipment Automation Log
- Truckload Quoting
- Save As Template
Quick Reference Video Summary:
- Commissions option allows you to add a commission or exit an existing commission from the shipment profile
- You can select what Sales Rep and amount they will receive
- Duplicate will duplicate the order details and put it in the shipment profile
- On LTL shipment, this does not copy over pricing information, the rate, or the carrier; Shipments will have to be re-rated after duplication
- On all other shipment types, pricing will be copied over unless a tariff existed on the shipment.
- Shipment Automation Log is mainly for IT Support to see behind the scenes of the Files being sent between our system and the carrier
- Truckload Quoting will allow you to access that page from the convenience of the shipment profile (See additional training video)
- Edit Pricing can be done from shipment tools as well as the methods described in the article that covers Edit Pricing (See additional training video)
- Save As Template will allow you to save the shipment structure you have a template to reuse in future shipments.