Groups is a newly fully rolled-out feature in Shipwell that applies to orders, shipments, and settlements. It serves as a flexible organizational tool to help companies segment and manage their transportation operations more efficiently. Examples of Groups include subcompanies, divisions, or locations, or combinations thereof.
Purpose and Benefits
Operational Efficiency: Groups help organizations with segmented transportation operations to conduct and report on their activities more effectively.
Dashboard Enhancements: Orders, shipments, and settlement dashboards now include Group filters, Group columns, and support saved views based on Groups.
Analytics Support: Several analytics reports have been updated to allow filtering and reporting by Groups.
How Groups Work Across Objects
Orders: Groups can be assigned when creating or updating v3 orders. When orders are consolidated into shipments, the shipment inherits the Groups of its associated orders. If orders are added or removed from shipments, the shipment’s Groups update accordingly.
Shipments: Groups can be assigned when creating or updating shipments. When orders are consolidated into shipments, the shipment inherits the Groups of its associated orders. If orders are added or removed from shipments, the shipment’s Groups update accordingly.
Freight Invoices: Groups are automatically assigned to freight invoices based on the Groups of the linked shipment at the time the invoice is created. However, freight invoices do not update their Groups if the shipment’s Groups change later, preserving the invoice as a historical record.
Future Enhancements
Groups will be expanded to other Shipwell objects such as carriers, addresses, products, and users.
When user support is added, access control will be possible by restricting user permissions based on their Groups, ensuring users only access objects within their assigned Groups.
Create, Update, and View Groups
You can view and manage your Groups via ‘Manage’ → ‘Company’ → ‘Group Management’ which will bring you to your Groups dashboard.
Add Groups onto Orders and Shipments
Groups can simply be added to orders and/or shipments when the order or shipment is created or updated. Note the Groups only applies to v3 orders, not v2 orders.
When orders are created into shipments, then the respective shipment created or updated will have the same Groups as respects its associated orders attached. Further, when orders are added or removed from shipments, then the respective shipment updated will have the same Groups as respects the updated orders on the shipment.
Add Groups onto Freight Invoices
Groups are automatically managed as respects freight invoices. Groups are added to the freight invoice based upon the Groups on the shipment that the freight invoice is associated at the time the freight invoice is created. Note similar to other aspects of freight invoice, we do not update the freight invoice’s Groups later if its linked shipment’s Groups are modified. The freight invoice record is meant to be a record based on the data at the time it was created.