Companies have the ability to customize their BOL documents for use with shipments generated via the Shipwell platform.
Customization made to a BOL document is at the company level and will be used with ALL shipments that are generated under that company.
To view and customize BOL documents, go to Manage -> Templates
Each company will have a system generated BOL in Active status. It is required to have 1 active BOL at all times. If a customized BOL is not created, the system generated BOL will be used with shipments.
Clicking on the 3 dots to the right of the document will display a menu allowing you to execute various actions.
The menu options for an Active BOL are limited. The options provided are:
Print Blank Document - this will allow the user to print a blank BOL document
Clone & Customize - when selected will make a copy of the active BOL and the user will have the ability to edit/customize it
The menu options for an Inactive BOL offer more options:
Edit - will allow the user to view and make changes to an inactive BOL
Set as Active - will allow the user to activate a BOL. This action will inactivate the active BOL. When selected the user will see a modal informing the user which BOL will become active and which BOL will be inactivated.
Print Blank Document - this will allow the user to print a blank BOL document
Delete - will allow the user to delete an inactive BOL
Clone & Customize - when selected will make a copy of the BOL and the user will have the ability to edit/customize it
When ‘New BOL’ or ‘Clone & Customized’ is selected, the following page will display allowing you to customize various sections of the BOL. These forms of the document will be defaulted to Inactive.
New BOL - starts with all of the configurations of the system generated BOL
Clone & Customized - ‘copies’ the settings from the BOL from which it was clone and allows you to make changes
The left side of the page will show you the BOL template and the right side displays the portions of the document that you can customize. As changes are made on the right side, they are reflected within the template on the left.
New BOL
Clone & Customize
Breaking Down the Customizable Sections of the Document
DOCUMENT DETAILS
The first section allows you to assign a name to the BOL.
The Document Name field is required and will be used to identify the document from the table view.
The Description field is optional.
COMPANY LOGO
This section allows you to add a logo to your BOL documents.
The two options available are:
No logo - this selection will not include a logo
Use Custom Logo - this option will allow you to upload a logo of your choice. When the BOL is generated the logo will be included on the document.
To add a logo:
1. click ‘Use Custom Logo’
2. Click the ‘Browse’ link or drag and drop the logo file into the box.
3. Select the file from your computer and click open
4. Your logo will appear in both the customizable section as well as the document preview. All logos are placed in the top right corner of the document.
STOP INFORMATION
This section allows you to determine which pieces of information display in the stop section of the document.
A checked box will display the information and an unselected box will remove the information from the document.
Pieces of information that can be configured:
Show Company Name - the name of the company associated with the stop
Example of Company Name included on document
Example of Company Name removed from document
Contact Information
Example of Stop Section with all Contact Information on document
Example of Stop Section with Contact phone number and email removed from document
Signatures
Example of Signatures per Stop on Document
Example of One Set of Signatures on Document
CARRIER DETAILS
This section allows you to determine which pieces of information display in the carrier section of the document.
Display assigned carrier information - will display the information associated with the carrier assigned to the shipment. Options include:
User company contact information - The information of the company creating the BOL will populate the carrier section of the document.
Example of Assigned carrier with all information on Document
Example of Assigned carrier without USDOT on Document
Example of Company Contact Information Used
HAZMAT - EMERGENCY CONTACT INFO
If hazmat items are included in your shipment, Hazmat emergency contact information will print on your BOL.
You can configure whether the emergency contact information displays using this section.
The default contact information is: Chemtrec, 800-424-8300
Example with default hazmat contact information
If you choose to user custom information you will be required to provide the following:
Name
Phone Number
Example with custom hazmat contact information
BILL TO - CONTACT INFORMATION
This section allows you to determine what information displays in the Bill To section of the document. This applies only to Full Truckload (FTL) shipments currently.
User company billing information - using the billing information that is set up for your company within the platform
User custom billing information - allows you to specify billing information other than what is set up for your company in the platform.
Example with company billing
Example with custom billing
Once you have finished configuring your BOL, you have two options available to you at the bottom right of the screen.
Create BOL - this will allow you to save your BOL template. You can come back and continue to configure it and when ready you can set it to active.
Set as Active - when selected, and the Create BOL button is clicked, this will activate your BOL for use with shipments. Any previously active BOL will be set to inactive.
USING YOUR ACTIVE BOL
Once you have activated your customized BOL, that BOL will be used for all shipments that are generated via the platform.
