Address Book “Location” Permissions and Financial Permission Enhancements

In an effort to continue to allow our customers to better manage and configure Shipwell access, we have added Shipment Financials user permissions and started the process of implementing Address Book permissions. Shipment Financials permissions is in place and active but note the Address Book permission implementation is still in process and the full deployment here is targeted for next week. We are including both in these release notes for awareness purposes. These are both available for management within the ‘Manage’ → ‘Company' → ‘Users’ → Select individual user workflow.

Address Book: Address Book permission gives user the ability to view, create, edit, and delete address book entries. Generally speaking, you will want to provide your users access to view address book entries.

Disclaimer: All existing users as of the time of this release have been migrated to have Address Book view, edit, create, and delete access as this was the access they had prior when this access was not restricted.

Shipment Financials: Allows user to view shipment financials on pages including shipment details, shipment dashboard, and new shipment creation. If a user will be able to update financials will be determined if the user has ‘Shipments' ‘Edit’ access along with this ‘Shipment Financials’ ‘View’ access. This access restricts document viewing of financial related document types also (e.g. Rate Confirmation, Invoice, Rendition / Invoice Packet, etc.).

Users can still upload financial documents, but they will not be able to view them once uploaded.
Disclaimers:
- This restriction does NOT restrict financials displayed in the Analytics area of the platform. Accordingly, if users cannot view financials, then they should also not have access to 'Analytics’.
- All existing users with one or more ‘Shipments’ user permissions as of the time of this release have been migrated to have Shipments Financials view access as this was the access they had prior when this access not restricted outside of having ‘Shipments’ access.

API Changes

Added ability to GET, UPDATE (PUT), DELETE purchase order items in Orders (Beta/v3)
Added developer documentation portal AI-based chatbot experience (Beta) that can answer questions and generate code samples (even in languages not documented in the Shipwell API examples).

API Documentation 24/7 Virtual Assistant (Beta)

In an effort to provide our customers better and more thorough service, we have added a 24/7 virtual assistant in our API documentation. This assistant is trained on our API and documentation and can be asked a variety of questions. Locate the assistant in the pink dialogue icon in the bottom right-hand of the docs.shipwell.com page.

Click on it and ask it a question. For example, what are the possible invoice statuses that can occur.

These questions can even include asking which endpoint to use for an item or ask it to provide sample code and identify your coding language. It is a virtual assistant and will not always be perfect.

Our vision is this assistant will be an important supplement to your implementation consultant and solutions engineer and be another way that we assist you in getting implemented more efficiently and effectively.

This assistant is in beta, and we will continue to invest in making it better. We encourage you to use it and provide feedback on what worked well and what didn’t to your implementation consultant and/or solutions engineer.

Data Science and Analytics Updates

Added datashare_last_syncedfield
Periodic full sync: Data share will by default do a full re-sync once a week.
Carrier Performance dashboard updated to star schema (Reports now working with the star schema are denoted by an asterisk *
Query performance enhancements: Improved performance of some longest-running queries

Other Minor Enhancements and Bug Fixes

Bug or Enhancement	Severity	Description
Bug	Sev 3	Supplier name not populating for the Order imported using V3 Order format
Bug	-	Fix round trip PhoneNumber usage
Bug	-	Round Trip Location - Set Company, Location Type, On Date, and Contact Information
Bug	Sev 1	Failure to connect when Creating a New Shipment for parcel
Bug	Sev 1	LTL / Parcel rating queue slow down
Bug	Sev 2	UPS Collect Parcel Unable to Dispatch
Bug	Sev 2	Netsuite - API feeding- Incorrect- Equipment Indication
Bug	Sev 2	Unable to obtain LTL rates
Bug	Sev 2	UPS Parcel Shipments not booking with selected account
Bug	Sev 2	Pickup Address isn't populating
Bug	Sev 2	Only apply deficit rating when contract rate type is weight based
Bug	Sev 3	PRO shows on the BE, not pulling into the UI
Bug	Sev 2	Unable to Add Orders to an Existing Shipment
Enh		PDF invoice updates adding line item weight, dimensions, freight class, and variance reason if provided
Enh		Able to deactivate LTL pdf uploaded invoice for First Pass Match while still receiving FTL et al. uploaded invoices for First Pass Match
Bug	Sev 3	Carrier In-App Invoice Error
Enh		New shipment dashboard - Add ability to sort by BOL # column
Bug		Unable to create a carrier with a carrier that has ‘Cargo’ type insurance
Bug		Clear All' Button Doesn't Work Properly if Search Filter is Applied
Bug		Auto BOL: Send None user when auto-generating BOL
Bug		Create script to identify and fix shipments that have orders assigned to them with duplicate line items
Enh		New shipment dashboard - Add 'Workflows' column
Enh		New orders dashboard - Add “Order #” filter
Enh		New orders dashboard - Add 'Delivery Start Date' Filter
Enh		New orders dashboard - Add 'Pickup Start Date' Filter