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New shipments (multiple shipments)
New shipments (multiple shipments)
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Written by David Bianconi
Updated over a week ago

In the Shipwell app, select New > Shipment. The Shipment creation view appears.

Add stops

Enter the following information:

  1. Customer: If your company profile has customer accounts use the drop-down to scroll or type the associated customer to the shipment

  2. Mode & Equipment: Use the drop-down to specify the shipment mode and the needed equipment. If you do not see a specific type of equipment in the drop-down, don't hesitate to contact your Customer Service Representative.

  3. Carrier: Select the carrier from the drop-down if you already know the carrier you wish to carry the shipment.

  4. Notes for Carrier: Type out any specific instructions needed for a carrier's tender/rate confirmation.

Next, enter any stop information needed for your shipment. Either select a stop from your address book or enter a new address. If entering a stop for the first time, include the following information:

Confirm the pickup date with the calendar selector.

Enter the contact information for the person you wish to receive notifications about the shipment.

  1. Click on "Show Details" to expand the notification options.

  2. Add additional contacts to the location by selecting Add Point of Contact.

If you need to add additional stops to the shipment at the bottom of the delivery location, use the + Add Stop button. To change the stop order, drag and drop the stops in the order you want.

Add Products

After completing the above steps, you will scroll down to the "Products" section. Here, you will reference already saved product information in the "Load from Product" section.

  1. To select a product already saved in your product library, enter the name of the item. Shipwell auto-populates the item information.

  2. For items not in the product library, manually type out the required information and select Save Product. Calculate the total item weight based on the Quantity entered times the Package Weight. If you need to override this, you will be able to at the bottom section. You can also override the Declared Value Amount.

Add references

In the financials section, enter the following information:

  1. Book Now: If you request bids or add this to your spot load board, enter a rate so that your carrier network can auto tender at the "Book Now" rate.

  2. Max Buy: Internal reference for the team to see the maximum transportation purchase on this shipment.

  3. + Add Line Item: These will be your customer financials if you invoice your customer for the transportation order.

  4. Margin + Markup: After entering the Line Item rates, you will calculate the markup/margin.

  5. Bill-To: The bill-to information your carrier will see. You can select from three different options (Pre-paid, 3rd Party, and Collect)

If you have multiple shipments based on the stop information you entered, the platform will allow you to duplicate the shipment information from this screen. Under the References section, go to Options > Total # of Shipments, and type the Quantity you would like to duplicate.

Finalize Shipment

Finalize your shipment by selecting one of the following. After shipment creation, you can change the status of your shipment.

  1. Save Shipment for Later: Leaves your shipments in "Draft" status

  2. Push to Dashboard: Will not create a BOL and leave the shipment in Quoting - Open status.

  3. Schedule Pickup Only: Will not generate a BOL and take you to the details page, leaving the shipment in Quoting status

  4. Send to Carriers: Two options when selecting this drop-down. Tender to carrier(s) or Request Bids

  5. Schedule Pickup and Print BOL: Will generate a BOL and direct you to the BOL page before shipment page, and leave shipment in Quote Accepted - Open status

Select Continue. Before saving, you'll have the chance to finalize your shipment information.

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