How to Duplicate a Shipment

This article explains how to duplicate shipments, allowing you to quickly create a copy of an existing shipment and make edits as needed.

How to Duplicate a Shipment

Duplicating a shipment enables you to quickly create a copy of an existing shipment, saving you time and maintaining consistency when entering similar shipments.

Duplicating a Shipment

To duplicate a shipment:

  1. Open the shipment you want to copy.

  2. Click Tools > Duplicate.

When you duplicate a shipment:

  • An exact copy of the current shipment is created.

  • The duplicated shipment is saved immediately.

  • You are taken directly to the Shipment Detail page of the new shipment.

  • A green confirmation message appears in the top-right corner to confirm the duplication was successful.

What Gets Copied

When a shipment is duplicated, the following information is carried over to the new shipment:

  • Shipment Type

  • Customer and Staff

  • Stops

  • Commodities

  • Legs

  • Carriers

  • Accessorials

What Is Not Copied

The following details are not included in the duplicated shipment and must be added manually if needed:

  • Reference Numbers

  • Pricing

  • Tariffs

  • Hierarchy outside of the current accounting level

  • Delivery Information

The duplicated shipment is saved immediately and does not include a review step. Any updates can be made by editing the shipment from the Shipment Detail page after duplication.


For more information, please contact our support team at support@tai-software.com.