Support Order Releases for New Order Framework
Shipwell’s new order framework now supports multi-leveled order releases so that users can create a release off of an existing order. Further, they can create a release off of a released order. This provides the flexibility if users need to split orders onto different shipments whether because of capacity or availability of products being shipped.
Steps to create an order release
Go into the order that you want to create a release and select Actions → Create Order Releases
Modal populates with predefaulted pickup dates and address based off released order along with line items available.
Make any modifications as needed and press ‘Save’
New order release is created with a ‘-1’ appended to the Order Number. If a second release is done off the original order, then a ‘-2’ will be appended and so on. Note you can also create an additional release off of this current order and in this case it would create a KRJ9934T1-1-1 where it adds another ‘-1’ appended.
Order releases will better support your users in managing and planning their freight appropriately.
Mixture Rules for Optimization
Shipwell’s load optimization supports leveraging mixture rules that can allow users to indicate criteria to be used in planning which orders can or cannot be planned with other orders to create shipping routes.
Mixture rules can only be leveraged if customers are using the new order framework that includes order tags. These order tags are used in identifying which orders can go with each other. This is done under the section ‘Logical Constraints' within the optimization rule creation.
Mixture rules can currently identify whether an ‘Order’ must go by itself and this is selected by choosing the mixture rule of ‘Individually’. Customers can also identify which orders do NOT go with other orders using the ‘Not With’ rule. For each of these rules you can identify one or multiple order tags for this rule.
When optimization is performed it will use all the mixture rules identified in the optimization configuration chosen.
Swifty Non-managed Freight Booking
Shipwell Dock Scheduling clients can save time by leveraging Swifty to seamlessly let suppliers or carriers book appointments for non-managed freight. The goal is to let Swifty book these appointments with no need to have a person in the loop. This allows your team to save time by not having to be on the lookout for emails or pickup phone calls while still managing to ensure your dock staff has the insights they need. Plus Swifty can do this work for you 24/7/365.
This gives the ability to do the following via Swifty
Create an Appointment and Date/Time is Available
Create an Appointment but Date/Time is NOT Available
Cancel an Appointment
Reschedule My Appointment and Date/Time is Available
Reschedule My Appointment but Date/Time is NOT Available
List Appointments
API Changes
Address Book / Locations
Added new optional querystring params to
Locations
list/query endpoint:id
Contracts
Added new
distance
property toContract
andContract Lane
.distance
is a decimal value that represents the value part of a distance combined with adistance_unit
(MILE
orKILOMETER
). For example, ifdistance
is123.45
and thedistance_unit
isMILE
so this is123.45 miles
in the contract or contract lane. Thisdistance
and thedistance_unit
are used incharge line item
calculations.
Added support for new stop charge currency codes (with continued support for
"USD"
and"CAD"
):"CNY"
- Chinese Yuan"EUR"
- Euro"MXN"
- Mexican Peso
Events
Added
shipment.document.created
andshipment.document.updated
events.These events are also available as events that may be subscribed to through webhooks.
Orders (Modern/Next Gen)
Added new optional
ADDRESS_BOOK_ENTRY_ID
andADDRESS_BOOK_ENTRY_REFERENCE_ID
qualifier options to the available references in the order stops ofship_to
andship_from
. When you provide a validADDRESS_BOOK_ENTRY_ID
orADDRESS_BOOK_ENTRY_REFERENCE_ID
during order creation or update, the system will automatically use the specified address book entry, eliminating the need to enter additional shipping details. If both of these address book entry-related properties are specified, the system will use theADDRESS_BOOK_ENTRY_ID
over theADDRESS_BOOK_ENTRY_REFERENCE_ID
.ADDRESS_BOOK_ENTRY_ID
This is the address book identifier for the particular address book entry.
ADDRESS_BOOK_ENTRY_REFERENCE_ID
This is the user friendly address book external reference for the particular address book entry.
Added new optional properties to order-level
shipping_requirements
:non_managed_freight
required_delivery_date
ship_by_date
Added new optional querystring params to
Orders (Modern/Next Gen)
list/query endpoint to determine if order(s) match or do not match certain order tags.tags__id__all
tags__id__not_all
tags__id__in
tags__id__not_in
tags__slug__all
tags__slug__not_all
tags__slug__in
tags__slug__not_in
Shipments
Added new optional querystring params to
Shipment Templates
list/query endpoint:q
Data Science/Analytics Model Updates
Real-time update
Analytics based on star schema should be a max of 15 minutes delayed (most likely ~5)
Data Share Additions
Internal notes to Star Schema as DIM_SHIPMENT_NOTE
Company_id
Created_at
Creator_id
Deleted_at
Dim_shipment_detail_key
Id
Is_pinned
Message
Note_creator_name
Shipment_id
Shipment_note_key
updated_at
Length Unit and Volume Cu Ft added to Star Schema on DIM_ORDER_LINEITEM
Add shipment bill-to data into Star Schema as DIM_SHIPMENT_BILL_TO
Billing_id
Company_address
Company_name
contact _email
Contact_phone
Created_at
Dim_shipment_detail_key
Direction
Shipment_bill_to_key
Updated_at
Audited Data Share Create/Update scripts
Shipwell_data_model now gets fully refreshed every 15 min and on Weekends
Builder User Additions
Report on a shipment’s sequence stop on a single row using columns for stops 1-4. For example, on a shipment with 4 stops the report would show one row for that shipment and each stop as a column. Previously it listed these stops as additional rows duplicating on the shipment.
Stop 1
Stop 2
Stop 3
Stop 4
Hardcoded measures that are commonly used in custom measures by report builders to increase performance. The custom measures are providing a list of unique values for that row.
Order_number_list
Lineitem_description_list
Tag_name_list
Added fields to dim_order_lineitem
Lineitem dimension string as “dimension”
Other Minor Bug and Enhancements
Bug or Enhancement | Description |
Bug | backend-core authentication middleware input sanitization for X-Company-ID http header (uncaught ValidationError: ['“badvalue” is not a valid UUID.'] should be a 400 bad request) |
Feature Request | Expose SHIPMENT_DOCUMENT_UPDATED webhook |
Feature Request | Expose SHIPMENT_DOCUMENT_CREATED webhook |
Feature Request | [DevDocs] Document shipment.document.created and shipment.document.updated events |
Story | Add the 'Currency of Record' to be present in the Shipment Details page and allow editing under certain criteria |
Story | QA Automation- Not Delivered Invoice |
Story | Create a By Handling Unit configuration for Template Builder for document generation |
Bug | BOL Autogenerates without having the "Trigger Events" enabled and overrides BOL # |
Story | Dock Scheduling Calendar UI viewing updates |
Story | Remove Restriction on Booking Party to Edit/Delete Shipment Documents |
Story | Add a Release option for releasing an order even for non-supplier accessible orders (new/v3) |
Bug | Dock Scheduling cards have text running over sometimes |
Bug | Line Items Falling off of PO after successfully syncing to Shipwell from Netsuite |
Story | Create an 'AND' filter for order lists tags to be used by order (new/v3) FE |
Bug | UI updates to order when assigned on shipment latency |
Story | Update shipment assembly endpoints to pass in order tag information |
Story | Pass in tag information within shipment assembly |
Story | Implement an optional or required Bill-To information in Shipment Creation |
Story | Restrict carrier from modifying Invoice that is in Approved status when feature flag active |
Story | Shipment Dashboard - Include Total Pallet Quantity Column |
Bug | Settlements: The requested resource was not found on this server. |
Story | Create script to enter Billing ID and Bill To Information on Shipment Creation |
Story | Add in user's auto add tags to new shipments within the new shipment creation page |
Story | When a user selects 'Save' for saving a dashboard then we should have a toast that confirms the settings have been saved |
Story | Update New Shipment Creation Form (New) to Support Leveraging Only Having the Primary Point of Contact for Dock Scheduling Facility Addresses |
Story | [iOS] - Refactor Auth0 and driver login flows |
Story | Fix Timezone Bug in Calendar Display |
Story | Shipment Dashboard - Include Total Pallet Quantity Column |
Story | Update New Shipment form and Quote Confirm Details Page to NOT require contact information, company name, and location type |
Story | New Shipment Creation Experience Cleanup Ticket |
Bug | Dock Scheduling Calendar Not Bringing in All Appointments for Calendar Days Shown |
Bug | Orders to shipment bulk action issues |
Bug | Order not showing assigned to shipment |
Bug | Dashboard weight different than Shipment Weight |
Story | Script to Add "Customer" Data Field to Custom Data Field |
Bug | Dates and times not being passed within new shipment creation experience anymore when creating a shipment |
Bug | Saved Dashboard view not sticking when a user moves between Shipments |
Bug | Resolve error when 2 character region code despite it working in all other areas of the platform |
Story | Update the modern Custom Data Input component fields to wrap data based on input maximizing the field width |
Bug | Order to Shipment Creation FTL /LTL- creating DRAFT status rather than QUOTING status |
Bug | Revert changes of KRKN-1871 |
Bug | New Shipment Creation is not leveraging the Decimal feature flag and passing in header information |
Bug | Appointments not visible in Day View in Dock Scheduling Calendar |
Bug | Total Shipment Distance not calculating when zip codes are duplicated |
Bug | Power Unit is removed during shipment creation, requiring user to re-add |
Story | Tracking map doesn’t render correctly if there are breadcrumbs present with no lat/lon coordinates |
Story | Address Book now displays time zone for each Address Book Entry |
Story | Address Book dashboard now displays time zone in the Operating Hours hover box |
Bug | Address Book alignment - Saturday/Sunday Open and Close times displaying correctly in the platform and API |
Feature Request | Disable Part of order to shipment auto-build rule for CPU orders |
Bug | Script Error - Linear Feet Calculation & Carrier Exclusions |
Bug | Excessive Length - LTL Shipment not rating (Part of Return to Green for Ultra Source) |
Bug | Dont allow a carrier that has accepted a tender to reject it |
Bug | No instant rates available |
Bug | Unable to dispatch shipments |
Bug | Distance in contract not used when calculating FSC |
Bug | Account blocked, unable to log in |
Bug | Shipments cancelled once carrier tracking starts |
Enhancement | Add distance and distance unit to contract lanes |
Enhancement | Add all supported currencies to contracts |
Bug | Drayage stop planned dates getting updated |