Shippers oftentimes repeat types of shipments that are generated frequently. Today Shipwell customers will use the ability to clone a previous shipment to easily transfer data from a prior shipment to be reused. We have a new option available in Shipwell web called Shipment Templates that allows you to create a pre-defined template for a shipment that can be reused.
Shipment Templates are easy to find and use. Any customer user with shipment create access can create shipment templates.
Create a Shipment Template
Open Create Shipment and switch to the New Shipment Creation experience (select “Try it Now” in the top-right if you don’t see it).
Set up the shipment details you want to reuse. You can start from scratch or by cloning an existing shipment first.
Click “Save as Template” in the top-right.
In the dialog:
To overwrite: select an existing template from the dropdown.
To create new: enter a clear, searchable Template Name.
Click “Create Template.” Your template is now saved for your organization.
Use a Shipment Template
In the New Shipment Creation experience, choose one of:
“Load from Template” and select the template you want, or
The clock icon to quickly pick from your most recently used templates.
The shipment form will auto-populate with the saved template details. Review and submit.
Update a Template
Load a template, make changes, click “Save as Template,” then select the same template in the dropdown to overwrite.
Delete a Template
Click ‘Save as Template’ and select an existing template and then select ‘Delete’.
Best Practices for Naming
Use descriptive, searchable names that help others understand the purpose (for example: “LTL_Dallas→Chicago_FreezeProtect,” “FTL_Weekly_DC→Store_53’_NoLum”).
Limitations and Notes
Not for Orders workflows yet. Templates currently support manual shipments only.
Available only in the New Shipment Creation experience (“Try it Now”).
We anticipate future support for order templates and welcome customer feedback.
Troubleshooting Tips
Don’t see templates? Ensure you’re in the New Shipment Creation experience and have shipment creation permissions. Refresh the page after creating new templates.
List of top-level objects or fields that can be used when Creating a Template. If looking to create and/or manage shipments templates via API you can learn more here.
Accessorials (accessorials)
Additional BOL Recipients (additional_bol_recipients)
Bill To Fields (bill_to_override)
BOL Number (bol_number)
Buy It Now Amount (buy_it_now_amount)
Buy It Now Amount Currency (buy_it_now_amount_currency)
Capacity Provider Customer Reference Number (capacity_provider_customer_reference_number)
Charge Line Items (charge_line_items)
Custom Data (custom_data) [Applies to Customer Reference, Stop, and Line Item data]
Customer Reference Number (customer_reference_number)
Drayage Container Return Date (drayage_container_return_date)
Drayage Estimated Arrival Date (drayage_estimated_arrival_date)
Drayage Last Free Date (drayage_last_free_date)
Drayage Release Date (drayage_release_date)
Equipment Type (equipment_type)
Line Item Fields (line_items)
Max Buy Amount (max_buy_amount)
Max Buy Amount Currency (max_buy_amount_currency)
Mode (mode)
Notes for Carrier (notes_for_carrier)
Pickup Number (pickup_number)
PRO Number (pro_number)
Purchase Order Number (purchase_order_number)
Service Level (service_level)
Shipment Name (shipment_name)
Stop Fields (stops)
Tags (tags)
Target Rate Amount (target_rate_amount)
Target Rate Amount Currency (target_rate_amount_currency)
Temperature Lower Limit (temperature_lower_limit)
Temperature Upper Limit (temperature_upper_limit)
Template Name (template_name)
Total Declared Value (total_declared_value)
Total Declared Value Currency (total_declared_value_currency)
Total Weight Override (total_weight_override)
Total Weight Override Unit (total_weight_override_unit)
Customer (customer)
Vendor (vendor)