Bulk Update Pickup and Delivery Dates on Orders
Update pickup and delivery dates for multiple orders simultaneously, saving time when you need to reschedule several orders at once. This bulk action lets you select multiple orders and change their planned dates in a single operation, streamlining order management and improving scheduling efficiency. This works for v2 and v3 orders.
HOW TO BULK UPDATE ORDER DATES
Navigate to the Orders screen
From the main navigation, click on Orders
The orders list displays all your orders with key details like order
number, customer, pickup date, delivery date, and statusEnsure you're viewing the orders you want to update (use filters if
needed to narrow down the list)
Select the orders you want to update
Click the checkbox next to each order you want to update, or use the
"Select All" checkbox at the top of the table to select all visible ordersThe selected orders are highlighted to show they're active
You can select orders across multiple pages if needed
A count of selected orders appears at the top or bottom of the table
Access the bulk update action
With orders selected, look for the bulk actions toolbar that appears
Click the "Update Dates" or "Update Pickup/Delivery Dates" button in the
bulk actions menuA modal or side panel opens displaying the date update form
4. Set the new pickup date and time
In the date update form, locate the Pickup Date field
Click the date picker to select the new pickup date
Use the time picker to set the pickup time if specific timing is required
The date and time you enter will apply to all selected orders
Note: This updates the planned/scheduled pickup date, not the actual
pickup date
5. Set the new delivery date and time
Below the pickup date, locate the Delivery Date field
Click the date picker to select the new delivery date
Set the delivery time using the time picker
Ensure the delivery date is after the pickup date to maintain logical
order flowThe system may validate that delivery date comes after pickup date
6. Review and confirm the updates
Review the selected orders list shown in the modal to ensure you're
updating the correct ordersCheck that both pickup and delivery dates are correct
Click "Update" or "Apply Changes" to apply the new dates to all selected
ordersA progress indicator appears if updating many orders
A success message confirms when the update is complete
7. Verify the updated orders
The modal closes and you return to the orders list
The orders table refreshes to show the new pickup and delivery dates
Review the updated orders to confirm the changes were applied correctly
If needed, you can select and update additional orders using the same
process
IMPORTANT NOTES
Planned vs Actual Dates: This bulk update changes the planned or scheduled
pickup and delivery dates, not the actual dates. Actual dates are recorded when
pickups and deliveries occur in real-time.
Date Logic Validation: The system validates that delivery dates occur after
pickup dates. If you enter an invalid combination, you'll receive an error
message before the update is applied.
Order Selection Limits: While you can select many orders at once, be mindful
that very large bulk updates (hundreds of orders) may take longer to process.
Consider breaking very large updates into smaller batches.
Order Status Considerations: Depending on your company's configuration, certain
order statuses may prevent date updates. Completed or cancelled orders
typically cannot have their dates modified.
TIPS & BEST PRACTICES
Filter before selecting: Use the orders list filters to narrow down to the
specific orders you need to update before selecting them, reducing the risk of
accidentally updating wrong orders.
Double-check selections: Before clicking the bulk update button, review the
count of selected orders and scan the list to ensure you haven't inadvertently
selected orders that shouldn't be updated.
Start with small batches: If you're new to the bulk update feature, start with
a small group of orders (5-10) to familiarize yourself with the process before
updating larger batches.
Communicate changes: After updating order dates, inform relevant stakeholders
(carriers, customers, warehouse teams) about the schedule changes to avoid
confusion or missed pickups.
Use filters to verify: After completing the bulk update, use the date range
filter to display orders with the new dates and confirm the updates were
applied correctly.
Product Categories added to Order
Product category information is now available for order line items, allowing
you to classify products by type when creating orders and shipments. This
classification helps with reporting, filtering, and organizing your freight
by product type, making it easier to analyze shipping patterns and costs.
HOW TO USE PRODUCT CATEGORIES
Navigate to order creation or editing
From the main navigation, go to Orders
Click "Create Order" to start a new order, or select an existing order to
editThe order form displays line items where you can add products
2. Add or edit a line item
In the order form, scroll to the Line Items section
Click "Add Line Item" to add a new product, or click an existing line
item to edit itThe line item form displays fields for product details including
quantity, weight, dimensions, and description
3. Select or specify the product category
Within the line item form, locate the Product Category field
Click the dropdown or selection field to change product category, otherwise if adding a product from your product catalog, the product category may
be pre-populated from the saved product information
4. Save the line item and complete the order
After selecting the product category, complete any other required line
item fieldsClick "Save" or "Add" to save the line item to your order
The product category is now associated with this line item
When you create a shipment from this order, the product category
information flows through to the shipment line items automatically
5. View product categories on shipments
When viewing shipments created from orders, the product category appears
on each line itemProduct category information remains intact when adding or removing orders
from shipmentsUse this categorization for reporting and filtering shipments by product
type
Custom Stop Data
Custom stop data displays additional business-specific information for pickup
and delivery locations that you've saved in your address book. When you create
orders or shipments using address book entries, any custom fields you've
defined automatically appear on the order and shipment detail pages, helping
you track location-specific requirements and details.
HOW TO VIEW CUSTOM STOP DATA
Navigate to an order or shipment
From your dashboard, click on an order or shipment to view its details
You can access this from Orders or Shipments in the main navigation
Locate the stop information section
Scroll to the Stops or Route section of the detail page
Each pickup and delivery stop displays with its address and scheduled times. For example, for this location below the field named “Stop Field Custom Data” has the value of “Test custom data” in the address book. This will now set these fields automatically and separate the required from the optional custom data fields.
View custom fields for each stop
Below the standard stop information (address, contact, time window),
you'll see any custom data associated with that locationCustom fields appear with their field names and values as defined in your
address bookNote: Custom data only displays if the location was selected from your
address book when the order was created
Understand custom data sources
Custom stop data comes from your saved address book entries
If you manually entered an address (not from address book), custom fields
won't displayTo add custom data to future shipments, update the address book entry for
that location for the address book external_reference or address_book_id when building an order or shipment from the API
Specialized Equipment Types and Liquid Volume Measurements
We’ve expanded Shipwell's equipment and measurement capabilities to better support specialized transportation needs, particularly for asphalt, fuel, and liquid product shipments.
What's New
Specialized Equipment Types for Asphalt and Fuel Transportation
Shipwell now supports 10 new specialized equipment types designed for asphalt, fuel, and liquid product transportation. These equipment types are globally available to all Shipwell customers and fully integrated across the platform, including order creation, shipment management, dock scheduling, reporting, analytics, and API endpoints.
New Equipment Types Available:
Tanker Equipment:
Sealed Tanker - For sealed liquid transport requiring containment integrity
Multi Compartment Tanker - For hauling multiple product types or grades simultaneously
A Trains - Articulated tanker configurations for increased capacity
Specialized Tank Equipment:
Body Tanks - Standard body-mounted tank configurations
Super Body Tanks - Large-capacity body tank systems
General Equipment:
Semi - Standard semi-trailer configurations for liquid products
Asphalt-Specific Equipment:
Asphalt - Specialized equipment for hot asphalt transportation
Hot Trailers - Temperature-controlled trailers for maintaining product heat
Emulsion - Equipment configured for asphalt emulsion products
Safety-Classified Equipment:
Blue Dot - Equipment meeting blue dot hazmat specifications
Green Dot - Equipment meeting green dot hazmat specifications
Where You'll Use These Equipment Types
These new equipment types are available throughout the Shipwell platform:
Order and Shipment Creation
Dock Scheduling
Reporting and Analytics
API Integration
Liquid Volume Measurement Support
Shipwell now supports liquid volume measurement units as selectable options for packaging types and piece types when creating shipments. These units are already available in the Product Book and Order Creation.
New Volume Measurement Units on Shipments:
Volume (GAL) - US gallons for liquid volume measurement
Volume (L) - Liters for metric liquid volume measurement
Barrel - Standard petroleum barrel measurement (42 US gallons)
Contracts - Product Categories and Address Book External IDs
Contracts - Product Categories
Contracts now support the ability to rate a shipment based on the Product Categories on the individual shipment line items. Using the contract importer, you can add rates for up to 10 product categories on a lane. In this example, the lane has rates for 2 product categories, $1 per unit for Gasoline, and $2 per unit for Diesel. You can see how this data is entered in the contract import file below.
Once the contract is imported, you will see the product category rate values in the contract by viewing the rate table data within the contract.
When a shipment is searching for a matching contract, in addition to the standard location, equipment type, and mode matching criteria, the contract must also contain rates for all the product categories in the shipment in order to apply. In this example for a multi compartment tanker truck, there are 3 shipment line items, with 2 different product categories for Gasoline and Diesel.
When the contract matches the shipment and the rates are applied, the system will rate each individual line item and then sum up all the line charges to produce the total shipment charge. In this case the rates for the shipment are:
Gasoline - Unleaded (100 units x $1) = $100
Gasoline - E85 (250 units x $1) = $250
Diesel - (500 units x $2) = $1000
When all of the individual line item charges are summed up, the total rate charged on the shipment is $1350
Contracts - Address Book External IDs
Contracts now support the ability to match a shipment’s origin and destination locations based on the Address Book External Reference ID for the locations. This allows you to set up different rates for the same address location. In this example, I can set up 2 address book records with the same address location, but with different External Reference IDs. In this case, one of the address book records has an External Reference ID of 1234567.
Using the contract importer, you can populate the Origin Address External Reference field with the same value, 1234567. This can also be done as well for the Destination location in the contract.
Once the contract is imported, you can view the Origin for the lanes and it will display the External Reference ID value instead of a traditional address, city, province, or postal code.
When the contract shipment matching occurs, the External Reference ID matching will be the most specific location match, and will take precedence over matching a complete address. Therefore, this allows the same address to have multiple rates set up in the system.
The updated contract importer template that contains both location External Reference IDs and Product Categories can be accessed here.
SMS Communication added to Track and Trace Worker
Description: The Track & Trace AI Worker now supports two-way SMS communication with carriers, enabling proactive outreach on shipments that are not actively tracking.
Key Capabilities
Dedicated Phone Number
Each Track & Trace Worker is automatically provisioned with its own dedicated phone number — no configuration required. Carriers will receive and respond to SMS messages from this number.
Outbound SMS Outreach
The Track & Trace Worker can automatically send SMS messages to carriers when a shipment falls out of tracking. Outreach is triggered based on configurable rules (e.g., no tracking event within X hours), reducing the need for manual check-in calls.
Inbound SMS Parsing
The Track & Trace Worker reads and interprets carrier reply messages, extracting structured data from natural-language responses. No carrier-side integration required — plain SMS replies are sufficient.
Automated Shipment Updates
Based on carrier replies, the Worker will automatically update:
API Changes
API Release Notes
Overview
This release introduces enhancements to user unit preferences, contract rate structures, carrier assignment management, stop consolidation planning, and custom field capabilities. The update is fully backward compatible.
Summary:
New Feature: User unit preferences across authentication, user, driver, and company endpoints (206 changes)
New Feature: Product category rates in contract rate bands (12 changes)
New Feature: Carrier assignment self-removal endpoint
New Feature: Expanded custom field types (DATE, FLOAT, INTEGER, TIME) (24 changes)
Improvement: Enhanced stop consolidation plan with flexible address handling and geographic coordinates
New Features
User Unit Preferences
Added support for user unit preferences (metric vs. imperial) across authentication, user management, driver, company, and shipment-related endpoints. This enables personalized unit display preferences for individual users throughout the system.
What's New:
units- User preference for measurement units (e.g., metric vs. imperial)Available on user profiles, driver profiles, company preferences, and throughout shipment workflows
Enhanced Endpoints (206 changes):
Authentication:
GET /auth/me/(response)POST /auth/token/(response)
Users:
GET /companies/{companyId}/users/(response)POST /companies/{companyId}/users/(response)GET /companies/{companyId}/users/{userId}/(response)PUT /companies/{companyId}/users/{userId}/(response)
Drivers:
GET /companies/{companyId}/drivers/(response)POST /companies/{companyId}/drivers/(request & response)GET /companies/{companyId}/drivers/{driverId}/(response)PUT /companies/{companyId}/drivers/{driverId}/(request & response)
Company Preferences:
GET /companies/{companyId}/preferences/(response)PUT /companies/{companyId}/preferences/(request & response)
Carrier Relationships:
GET /carrier-relationships/(response)POST /carrier-relationships/(request & response)GET /carrier-relationships/{carrierRelationshipId}/(response)PUT /carrier-relationships/{carrierRelationshipId}/(request & response)
Shipper Relationships:
GET /brokerages/{brokerageId}/shipper-relationships/(response)POST /brokerages/{brokerageId}/shipper-relationships/(request & response)GET /brokerages/{brokerageId}/shipper-relationships/{shipperRelationshipId}/(response)PUT /brokerages/{brokerageId}/shipper-relationships/{shipperRelationshipId}/(request & response)
Shipments (throughout reps, RFQs, timeline events, equipment config):
All shipment GET/POST/PUT endpoints now include
unitsin user-related nested objectsShipment pickups
External shipments
Automation events
Equipment configuration
Quoting (RFQs and Spot Negotiations):
All RFQ and spot negotiation endpoints now include
unitsfor:RFQ creators
Involved customer users
Involved vendor users
Message senders
Quote document users
Benefits:
Personalized measurement unit display per user
Consistent unit preferences across the entire system
Better user experience for international teams
Flexible support for metric and imperial measurements
Reduced conversion errors and confusion
Product Category Rates in Contracts
Added support for product category-specific rates within contract rate bands, enabling more granular pricing based on product categories.
What's New:
product_category_rates- Rate structure specific to product categories within rate bandsAvailable in contract rate tables and contract lane rate information
Enhanced Endpoints (12 changes):
Contracts:
GET /contracts/(response)GET /contracts/{contractId}/(response)POST /contracts/applicable-contracts/(response)
Contract Lanes:
GET /contracts/{contractId}/contract-lanes/(response)GET /contracts/{contractId}/contract-lanes/{contractLaneId}/(response)
Carrier Relationship Contracts:
GET /carrier-relationships/{carrierRelationshipId}/contracts/(response)POST /carrier-relationships/{carrierRelationshipId}/contracts/(request & response)GET /carrier-relationships/{carrierRelationshipId}/contracts/{contractId}/(response)PUT /carrier-relationships/{carrierRelationshipId}/contracts/{contractId}/(request & response)
Benefits:
Category-specific pricing for different product types
More accurate rate calculations based on product characteristics
Flexible contract structures for diverse product catalogs
Better support for specialized freight pricing
Carrier Assignment Self-Removal
Added a new endpoint allowing carriers to remove themselves from shipment assignments, enabling better carrier autonomy and workflow management.
What's New:
POST /shipments/{shipmentId}/carrier-assignments/self-remove/- New endpoint for carriers to self-remove from assignments
Benefits:
Carrier autonomy in managing their commitments
Streamlined workflow for carriers declining assignments
Reduced manual intervention required
Better real-time carrier capacity management
Improvements
Enhanced Stop Consolidation Planning
Enhanced the stop consolidation plan endpoint with flexible address handling and geographic coordinates, providing better support for location data with varying levels of detail.
What's Enhanced:
Flexible address properties: Address components (address_1, city, postal_code, state_province) now support null values for incomplete addresses
Geographic coordinates: Added latitude and longitude properties for precise location data
Timezone information: Added timezone property for location-aware scheduling
Enhanced Endpoint:
POST /shipments/stop-consolidation-plan/(response)
New Optional Properties:
stop_data/location/address/latitudestop_data/location/address/longitudestop_data/location/address/timezone
Benefits:
Handle incomplete address information gracefully
Support locations with coordinates but limited address details
Better timezone-aware planning and scheduling
More flexible data handling for diverse location scenarios
Migration Guide
All changes in this release are backward compatible and optional to adopt.
Optional Enhancements
Adopt Product Weight Unit Standards (Optional)
Use standard weight unit enum values (KG, LB, TON) when creating or updating products
Update product data to use standardized units
Benefit from improved validation and consistency
Enhance Stop Consolidation Plan Handling (Optional)
Update response parsing to gracefully handle null address values
Use new latitude, longitude, and timezone properties for enhanced location data
Implement more flexible address handling for incomplete location information
Adopt User Unit Preferences (Optional)
Set
unitspreference when creating or updating users and driversInclude
unitsin company preferences for organization-wide defaultsRead
unitsfrom user profiles to display measurements in preferred formatIntegrate unit preferences into your UI for personalized displays
Use Product Category Rates in Contracts (Optional)
Define product category-specific rates within rate bands
Leverage category rates for more accurate pricing
Create contracts with granular pricing by product type
Update rate calculation logic to use category-specific rates
Use Carrier Assignment Self-Removal (Optional)
Enable carriers to self-remove from assignments using the new endpoint
Update carrier workflows to support self-removal actions
Implement UI for carriers to decline assignments
Track self-removal reasons for capacity planning
Backward Compatibility
✅ Fully Backward Compatible: This release contains no breaking changes. All existing integrations will continue to work without modification.
New Optional Features:
New
unitsproperty for user preferences is optional (206 changes)New
product_category_ratesin contract rate bands is optional (12 changes)New carrier assignment self-removal endpoint is additive
Stop consolidation plan address properties now support null values for flexibility
New geographic coordinates (latitude, longitude, timezone) in stop consolidation plan are optional
Potential Client Impact:
Stop consolidation plan: Clients should handle nullable address properties for better flexibility
Testing Recommendations:
Test product creation with standard weight unit enum values (KG, LB, TON)
Test stop consolidation plan response parsing with nullable address properties
Test user unit preferences if you plan to adopt them
Test product category rates in contracts if applicable
Test carrier assignment self-removal if enabling this workflow
Consider adopting optional enhancements based on your business needs
Analytics Model Updates
Data Share:
dim_order_lineitems
Now also includes orders that are not assigned to shipments. This table previously only included orders assigned to shipments.
New fields added for easier order-based cost allocation using order to shipment weight ratio to calculate
order_total_weight - Total weight of the order calculated from order line items (gross_weight_value * quantity).
shipment_weight - Total weight of the shipment calculated from shipment line items (package_weight * quantity).
shipment_cost - Total cost of the shipment from charge line items assessed by customer on vendor assignment.
order_allocated_cost - Allocated cost for this order based on weight proportion. Calculated as (order_total_weight / shipment_weight) * shipment_cost.
allocated_cost_per_weight - Cost per unit of weight for this order. Calculated as order_allocated_cost / order_total_weight.
is_weight_reconciled - Boolean flag indicating whether the sum of all order weights on the shipment matches the shipment weight within 2% tolerance.
Description |
LTL loads marked as Delivered when still in transit |
Carrier Interface issue - Automatic Tender Accaptance? |
Carrier exclusion rule flips from Canada to US |
Southeastern Rates Not Listed in UI |
XPO Direct Integration not updating shipment status |
R+L returned Pickup numbers do not match shipment locations |
R+L Need to ignore DEFICIT charge code and not assign to shipment financials |
Capacity Accounts - Not functioning for production account |
Add 10 Specialized Equipment Types |
Add Volume (GAL), Volume (L), and Barrel as Selectable Packaging and Piece Type Options |
Consolidation Cost Defaulting to $0 |
Zone Origin Update |
Dat Posting Error in Shipwell Production |
Consolidation Cost Not Populating |
Shipment is showing all phone #'s on each stop |













