New Shipment Creation Experience Updates
The new shipment creation experience has been updated with further changes to enhance our uses experience. A few items that are now supported include:
Last Used Equipment and Service Level by Mode: Shipwell maintains the last used equipment type and service level by a user by mode. This allows our customers that are often shipping via non-default equipment and service levels to save time.
Update Default Dimensions, Distances, and Weights based on Country Origin: Canada configured customers as Country of Record will have metric system dimensions, distances, and weights while United States configured customers will have these defaulted to imperial system.
Additional Page Actions Supported: Additional page actions to Save shipments as Draft and clear data on the new shipment creation experience are now supported.
If you haven’t tried the new shipment creation experience yet, then encourage you to try it and see how it can save you time in your shipment creation experience.
Re-apply Contract when Stops Change
There is now an option to automatically re-apply a contract to a shipment if the shipment has already been tendered to a carrier, but shipment updates occur that would affect the rate on the shipment. In this case, the system will automatically Revoke the existing tender and then re-apply the contract to the shipment and automatically re-assign the carrier to the shipment.
This feature can be enabled under Manage, Company and selecting the Re-apply Contracts to Shipments checkbox.
Re-applying a contract will occur if the following information is changed on a shipment that is in one of these statuses QUOTE ACCEPTED, APPOINTMENT PENDING, CARRIER CONFIRMED, or TENDERED:
Stops added, removed, or location changed
Equipment Type Changed
Mode Changed
Once these changes have been saved, the system will revoke the current tender which will remove the financials, and notify the carrier that the shipment has been revoked. The system will then re-apply the contract with that carrier, if the contract still is valid for the new shipment configuration. If the shipment no longer meets the original contract criteria, the system will try to locate an applicable contract for that carrier.
For example, the original shipment pickup is in TX and delivery is in IN, so a contract from TX to IN was originally applied to the shipment. If the user adds a final stop to the shipment in MI, the original contract will no longer be valid for the shipment. If however, the original carrier also as a different contract from TX to MI, the system will automatically apply this contract.
When a contract is re-applied, the system will assign the carrier to the shipment, update the system financials with the new rates, and send a notification email to the carrier. During this process the carrier should receive an email revoking the original shipment followed by an email notifying them they are assigned to the new shipment configuration. A green informational toast will appear when the contract has been applied successfully.
In addition to the updated financial information, the user can view the Bids tab and will see the original tender has been Revoked, and the new tender has been Accepted.
In the event where the original contract is removed, but the system is unable to find a matching contract with the original carrier that meets the new shipment configuration, a notification will be displayed informing the user the carrier is removed and they will need to manually assign another carrier/contract that meets the current shipment.
Canada Post Parcel Integration
Users now have the ability to access live parcel rates from Canada Post via a direct integration with the Shipwell platform. This integration supports the ability to get contracted rates, dispatch and generate shipping labels, and receive tracking updates automatically.
Enabling this integration is quick and easy. First go to Manage, Carriers, then locate your Canada Post carrier profile. Once in the carrier profile, select the Accounts menu on the left side of the screen. The accounts tab will appear where you can then select the Add Accounts button.
For Canada Post you will need to enter an Account Name, Billing Address, and your Purolator Account Credentials which include:
Account Number
API Key
In addition, you can choose your label format type and label size.
Optionally, if you have multiple accounts for different shipping or receiving locations you can add locations in the Origin or Destination fields. When multiple accounts exist the system will automatically use the account based on the shipment’s origin or destination. If you only use one account these fields can be left blank.
Once the required fields are populated click the Connect button. If you have completed the setup properly you will see a green indicator showing you have successfully connected to Canada Post.
The Canada Post rates will appear on the Parcel Rate Results screen and will show all the Canada Post services available for the shipment. To dispatch the shipment click the Select button next to the desired service level. You will be taken to the shipment confirmation screen where you can dispatch and generate the shipping labels.
Canada Post special services supported include Signature service options, and COD options.
Data Science
Looker Bugs fixed (not Shipwell):
Analytics Tab "Shared" folder disappeared
Looker released a bug fix on their end that affected Role Permission on our Looker instance. I had to toggle a permission to get the "Shared" folder visible to users again.
Large reports crashing in the UI when when ran with a combination of 5000 rows limit plus a list type measure field. Fix here was to add a parameter to turn off new_looker_runtime feature.
Addressing user's inability to schedule more than 5,000 rows from a dashboard in Looker
This is not something they can do today, but they do have a feature request entered for this item.
There is a work around for this and will need to get added to the builder user training module. The workaround is to recreate the dashboard as a look and schedule the look.
API Changes
Shipper Relationships
Added new
distance_provider_config
object to enable configuration of distance calculation providers for a shipper relationship through the API.
Carrier Assignment
Added ability to reapply contracts/contract rates after changes have been made shipment or stop details
Added new
contract_id
property toCarrier Assignment
Added new
contract_applied_at
property toCarrier Assignment
Company Preferences
Added new
reapply_contract_on_shipment_change
property toCompany Preferences
Related to ability to ability to reapply contracts/contract rates after changes have been made shipment or stop details
Orders (Modern/Next Gen)
Added new
Order
cancel endpoint (/orders/{order_id}/cancel
)Adds ability to cancel purchase orders, sales orders, etc. using the same endpoint for each order type (i.e. a polymorphic endpoint)
Added new
Order Items
endpoints (/orders/{order_id}/items
)POST /orders/{order_id}/items
Adds ability to add one or more order items to a purchase order, sales order, etc. using the same endpoint for each order type (i.e. a polymorphic endpoint) without needing to update the entire order
PUT /orders/{order_id}/items/{order_item_id}
Adds ability to update an order item on a purchase order, sales order, etc. using the same endpoint for each order type (i.e. a polymorphic endpoint) without needing to update the entire order
DELETE /orders/{order_id}/items/{order_item_id}
Adds ability to delete an order item on a purchase order, sales order, etc. using the same endpoint for each order type (i.e. a polymorphic endpoint) without needing to update the entire order
Added new
Order
andOrder Items
ability to populate an order item’s description and shipping requirements automatically from aProduct Reference (PRODUCT_REF)
(see Return a specific product) .If a valid PRODUCT_REF is provided in a request, the product’s
descrption
property automatically fills theorder.item.description
andorder.item.shipment_requirements
fields, pending those fields are empty or set tonull
in the request.
Bug or Enhancement | Description |
Bug | "Customer" Name Changing After Shipment Creation |
Bug | Load tender is expired, but the tender status is not changing |
Bug | Not able to view carrier profiles to activate them to move freight |
Bug | Unable to tender shipment to any carriers |
Bug | Unable to Save Bulk Shipments - Tendering to carrier |
Bug | The back button is redirecting to the wrong URL on the Load Plan page |
Bug | Dashboard weight different than Shipment Weight |
Bug | Error when attempting to remove order from shipment |
Bug | User unable to add order to shipment |
Bug | Unable to save financials |
Bug | Unable to update Address Book |
Bug | Unable to create shipments due to quantity value error. |
Bug | Address book not saving changes |
Bug | Freight Class Field Not Populating |
Bug | Financials Not Updating |
Bug | Include Archived filter not working for Orders |
Bug | Order PU number missing |
Story | Add 'Rail Car Number' and 'Rail Car Status' to be able to have columns added onto the new Shipment Dashboard |
Bug | FedEx Rate confusion |
Bug | LTL Dispatches to the LTL carrier while failing to dispatch in Shipwell |
Bug | LTL Carriers/p44 Shipments cancelled once carrier updates |
Bug | Sandbox RFP invite message not being sent to carriers |
Bug | Request Timeout - Shipment Tendering to LTL |
Bug | P44 and TMS carrier rate differs. |
Bug | Incorrect Drayage- Estimated Arrival Date on the weblink(external tracking) |
Bug | Dispatch Failures |
Bug | Error when adding a Carrier |
Bug | Unknown Error- Unable to Dispatch LTL shipment |
Bug | LTL - Unable to dispatch |
Bug | LTL - Incorrect 3rd Party Billing |
Bug | Race condition: adding blank stop POC may not contain preferences key |
Bug | Freight Class not saving during Shipment Creation. |
Bug | Unable to book SEFL on shipments due to "Multiple Discount Percentages Setup for the Carrier" error. |
Bug | LTL Capacity Account - Does not save and update in Shipwell manage carrier page |
Bug | Unable to dispatch to XPO until Bill To information is provided. |