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Step 6: Finalize

Completing Final Information Prior To Reviewing and Booking Shipment.

Pawel M Wencel avatar
Written by Pawel M Wencel
Updated over a week ago
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The Finalize page of the Book Shipment workflow covers the following items:

  • Review of Shipment Identifiers - BOL #, PO #, Reference ID

    • The BOL is automatically generated by LTL Select. PO and Reference IDs are optional and can be entered manually.

  • Pick Up Requirements are pre-populated based on the information entered on the Locations page but can be adjusted manually.

    • To Schedule a pick up later, turn the toggle to the on position.

    • After the switch is turned on the Service Center Name and Phone Number Should Populate.

  • Declared Value is an OPTIONAL section. Information entered here is transferred to the final Bill of Lading. Please refer to FedEx declared value & limits of liability for shipments | FedEx for further information on what to enter in the Declared Value fields.

    • Declared Value Amount per lb (USD)

    • Condition of Goods:

      • New

      • Used or Reconditioned

  • Additional users can be notified of changes to the status of the shipment by selecting Add Recipient. Select or add new contacts and choose which notifications you would like to send and the method in which they are sent to each individual.

NOTE: For FedEx Freight Direct Shipments, notifications are sent to the cosignee directly from FedEx.com.

Once all items are completed, click Next to proceed to Review and Book.

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