How to use shipment filters in FreightPath to create custom views

Start by navigating to the shipments page by pressing the truck icon on the left hand side menu of the screen. If you are on mobile, you'll need to open this menu first by pressing on the hamburger menu in the upper left hand corner of the screen first.

Upon reaching the shipments page you will be greeted with a list of shipment cards arranged in an Accordion, with shipment filters laid out on top.

By default, the standard filters are from left to right: shipment number, customer, status, reference number, tracking code, and assignee. These correspond to the identically named fields for each shipment. To add a new filter, press the field and enter in your desired search term. For status, you will be able to choose from a list of standard dropdown options. These are: no filter, drafted, attempting, responded, in-transit, and complete.

The shipment number search allows you to search and filter based on the shipment number of each shipment. This is the automatically generated number that is unique for each shipment in your organization and is displayed on the right of each shipment accordion card.

The customer is the organization to which the shipment is billed to. This is the right most organization displayed on each shipment accordion card, and can also be seen in the expanded view by pressing the expand button on the right most area of the shipment accordion card.

The status refers to the FreightPath-designated status of each shipment.

The reference number is the user-set alphanumeric ID for each shipment. This is an optional field and may not be filled out on some or all shipments in your organization. This field is also known as a "customer reference ID" on the bill of lading and the "PO Number" on the invoice.

The tracking code is the FreightPath-designated unique identifier for each shipment. It is a 9+ digit alphanumeric code that is the unqiue identifier for each shipment. This is the ID used for the QR code on the bill of lading and the equivalent shipment search functionality in the FreightPath Driver App.

Shipment assignee can be used for a variety of functions - it allows you to associate a shipment with a given user in FreightPath. This allows you to track sales commissions, dispatch responsibilities, and more. It is an optional field but it is prefilled with the original creator of each shipment.

If you encounter issues with any shipment filters or cannot find the specific shipment you are looking for then first try these steps before contacting customer success:

  1. Clear all filters by removing any text in the fields and selecting "no filter" for the status field.
  2. If nothing is showing up on the shipments page, confirm that you are logged in properly by reloading the page.
  3. Confirm that you are an authorized user with the correct permissions by contacting your FreightPath admin.
  4. If you are the admin, go to settings and check the role of each user is set properly in the Users tab.
  5. If the problem persists, contact FreightPath support.

If at anytime an error message appears at the bottom of the screen, please report it to FreightPath Support using the chat bubble on the lower right hand side corner of the screen. Include your name, phone number or email, and the specific issue you encountered. The more detailed your description, the faster we can address your issue.

Terrence Wang

Terrence Wang

Head of Marketing

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