Understanding the Shipment Details View
Accessing the Shipments Detail Page
In order to access Shipment Details Page, hover to the Shipments tab on the left hand side to pull up all shipments in the system.
After pulling up the Shipments page, select the specific load which you would like to view its Shipment Details.
The Shipment Details page will open the DETAIL tab by default where you will be able to to view the following:
- Transportation Details
- Customer Details
- Origin Details
- Stop Details
You will also be able to view the the history of Shipment Activity on the right side section with the respective times and dates.
Above the Shipment Activity, there will be a google integrated map highlighting the location of the origin and destination(s). The map will also show you the current location of the truck live time with the use of the driver mobile app.
The second tab is DOCUMENTS, when you select it you will be able to access all the documents associated with this specific shipment as well as upload any documents and photos for storage.
You will be able to download the following:
- Rate Confirmation/ Load Tender
- FreightPath Bill of Lading
You will be able to upload the following:
- Bill of Lading
- Shared Documents
Finally, you will also be able to view the signatures of the respective parties as acquired through the driver mobile app.
The third and final tab is INVOICE, when you select it you will be able to access the invoice associated with this specific shipment for billing purposes.
You will be able to view the following information:
- Invoice Details
- Pay To
- Bill To
You will also be able to edit the invoice whether to remove or add items, change tax rate, or edit rates.
Once all information is finalized you will be able to download the invoice to your local device for reference.
The final function available within the Shipment Details Page is the ACTIONS button.
The ACTIONS button will allow you to conduct the following activities:
- Edit Loads
- Edit Rates
The edit load function within the ACTIONS button will redirect you to the shipment page where you initially inputted the information relating to this specific shipment.
You will be able to edit all information regarding the load, once saved all documents will be updated.
Once changes are done to the load, click SAVE on the the top right to finalize the edit to the load.
The edit rates function within the ACTIONS button will allow you to edit the rates associated with this shipment.
You will be able to edit all information regarding the rates, once saved all documents will be updated.
The duplicate function within the ACTIONS button will allow you to duplicate the specific shipment in the event that a similar load has been dispatched. You will be able to change any information as necessary, but the shipment load will be pre-filled with the details from the duplicated load.
The share function within the ACTIONS button prompt up the share link which you can share with either your customer or carrier based on whether the shipment has been dispatched or tendered.
The link will provide your customers a view of necessary information regarding the whereabouts of the load, but will restrict them from making any changes to the load.