Shipwell Locations Management Gets a Boost with Integrated Map View
We're excited to announce a new addition to the Locations Management section of the Shipwell platform: a visual map view! This update empowers you to see your facilities and locations with a whole new perspective.
What's New?
Enhanced Location Visualization: Now, you can leverage a satellite image or street view of each location directly within the platform. This allows you to quickly identify landmarks, facility satellite view, and ensure you have the proper address or lat/lon point.
Future Functionality: This map view is just the first step! We're actively developing geofence capabilities. Soon, you'll be able to create and visualize geofences directly on the map, streamlining your shipment monitoring and exception handling and tracking.
Benefits for You:
Improved Decision-Making: Gain a clearer picture of your locations, leading to more informed decisions about routing, delivery strategies, and overall logistics planning.
Enhanced Efficiency: Save time and effort by easily visualizing your locations without needing to switch between applications.
Streamlined Geofence Management (Coming Soon!): The map view will soon become the central hub for creating and managing geofences, simplifying location-based monitoring and alerts.
How to Access the New Map View:
The map view is now seamlessly integrated into the Locations Management section of the Shipwell platform. Simply navigate to your existing address book you will see the map alongside your location data. You can search for an address with places or manually enter lat/lon points or address components. You can switch between satellite, weather, and traffic as well.
Example:
Shipwell Introduces Carrier Exclusion Rules
We're excited to announce the launch of Carrier Exclusion Rules within the Shipwell platform! This powerful new functionality empowers you to define precise handling unit, address, or location limitations for specific carriers, ensuring optimal shipment rating, routing, and cost control.
Enhanced Carrier Management:
Carrier Exclusion Rules reside within the carrier profiles, accessible by navigating to Manage > Carriers. Find a specific carrier for which you would like to add an exclusion rule, then navigate to Rules:
You can specify an exclusion rule for the following use cases:
Exclude by Handling Unit Quantity: Define a maximum handling unit quantity for each carrier. Shipments or Quotes where the handling unit quantity exceeds this limit will automatically exclude the carrier from rating and dispatch (in the platform and for rate requests to the rating endpoints). (e.g., Exclude Estes Express for shipments with more than 7 handling units).
Exclude by Linear Dimensions: Set a linear dimension limit (e.g. linear feet) for a carrier. Shipments or Quotes where the calculated or manually set linear dimension exceeds this limit will exclude the carrier for rating or dispatch, preventing potential service limitations or variances. (e.g., Exclude Dayton Freight for shipments exceeding 15 linear feet)
Exclude by Address: Specify pickup or delivery addresses (inbound, outbound, or any location) that should be excluded for a particular carrier. Shipments or Quotes with addresses or regions that match a carrier’s exclusion rules in inbound, outbound, or any will exclude this carrier and will not be eligible for rating or dispatch.
Exclude by Regions: Define state/provinces or postal codes that should be excluded for a carrier. Shipments or Quotes with addresses or regions that match a carrier’s exclusion rules in inbound, outbound, or any will exclude this carrier and will not be eligible for rating or dispatch. (e.g., Exclude Estes Express for shipments originating or delivering in Texas)
Flexible Configuration Options:
We understand that situations may arise where a shipment requires a specific carrier despite exceeding an exclusion rule. Shipwell provides the flexibility to:
Rate Even with Exclusion: This option allows you to obtain rates from a carrier marked for exclusion, highlighting the exclusion rule for your awareness.
Dispatch Even with Exclusion: Proceed with dispatching a shipment with an excluded carrier, again with clear notification of the exclusion rule.
Tender Bypass: Designate specific shipments to bypass all exclusion rule checks, allowing for manual overrides in critical situations.
Benefits for You:
Optimized Carrier Selection: Ensure your shipments are consistently matched with the most suitable carriers based on size, limitations, and service areas.
Reduced Shipping Costs: Avoid potential service limitations and surcharges by automatically excluding carriers not suited for specific shipments.
Improved Efficiency: Streamline your shipment creation process by automatically directing shipments to qualified carriers.
Getting Started:
Carrier Exclusion Rules are readily available within your existing carrier profiles. Navigate to Manage > Carriers > Rules to explore these powerful new functionalities.
Better User Access Management with New ‘My Shipments’ User Permissions
In an effort to continue to allow our customers to better manage and configure Shipwell access, we have added ‘My Shipments' user permissions. 'My Shipments’ user permissions restrict access to a user to only access their shipment as defined by shipment they created or are listed as a representative on. This is available for management within the ‘Manage’ → ‘Company' → ‘Users’ → Select individual user workflow.
If a user should have access to a shipment where they didn’t create the shipment then you can add them as a ‘Rep’ on a shipment. This can be done automatically if the user is listed as one of the Reps for a ‘Customer’ and that ‘Customer’ is on the shipment.
Further, if you leverage the ‘Address Book’ you can now designate ‘Reps’ that should be on a shipment. Users designated as ‘Reps’ in the ‘Address Book’ will result in these users being added as ‘Account Reps’ to the shipment if one or more addresses in which they are ‘Reps’ are one of the stops on a shipment.
One thing to be aware about is that many of our shipment emails or notifications depend on a user creating the shipment or being a ‘Rep’ on the shipment. Accordingly, users identified as ‘Reps’ will get the more relevant communications for shipments they are on also leveraging this functionality.
Setup Users with ‘My Shipments’ Access
If setting users up that are able to create shipments, but these same users should only be able to access their own shipments, then provide them with ‘My Shipments’ ‘All’ access and also ‘Shipments’ ‘Create’ access but do not provide ‘Shipments’ ‘View’ access.
The ‘My Shipments’ user permission leverages backend access user restrictions so users with only ‘My Shipments' shipment access will be restricted also on what shipments can be accessed via the APIs.
Reminders:
If users have ‘My Shipments’ ‘View’ access AND ‘Shipments’ ‘View’ access, then the user will see ALL shipments because permissions provide users access to items and in this example the user has ‘Shipments’ ‘View’ access that provides them access to ALL shipments.
‘My Shipments’ provides limited shipment access, but it does not restrict any visibility to other areas of the platform like Orders or Settlement. In the future we are looking to expand this restriction capability to other areas such orders and settlement also.
API Changes
New API routes for v3 Orders including:
Polymorphic Create Order Route
Allows API callers to create purchase orders or sales orders using the same endpoint where the endpoint accepts either type of payload. If/when other order types are added, they will also be supported for creation through this endpoint instead of a separate endpoint per order type.
Polymorphic Update Order Route
Allows API callers to update purchase orders or sales orders using the same endpoint where the endpoint accepts either type of payload. If/when other order types are added, they will also be supported for update through this endpoint instead of a separate endpoint per order type.
Updated API routes for v3 Orders including:
Adding support for
handling_unit_idandcombined_handling_unitsfor items as part of effort towards supporting passing in handling unit information for orders that will be used within shipment assembly to automatically create handling units on shipments when created.
NetSuite App API Integration
Added support for planned pick-up/drop-off window
Data Science/Analytics Model Updates
Datashare Documentation in Intercom
Other Minor Enhancements and Bug Fixes
Bug or Enhancement | Severity | Description |
Bug | Sev 3 | Create spot-negotiations does not work without a User |
Bug | Sev 3 | Pickup Date Filter showing yesterday |
Feature |
| PO number to be populated from customer PO# in netsuite |
Bug | Sev 2 | RFP Automation Did Not Create Routing Guides |
Bug | Sev 2 | Not able to Bulk Tender with Contract |
Bug | Sev 2 | "PER_HOUR" Rate Type not detected after Importing Contract |
Bug | Sev 2 | HAZMAT contact information not appearing on new handling unit shipping labels or BOL |
Bug | Sev 3 | Dock Scheduling: Allow a user to reschedule a FCFS appointment |
Bug | Sev 3 | Accepted Tenders remaining in Quoting Status |
Bug | Sev 2 | Shipping Labels not printing correctly |
Bug | Sev 2 | Shipwell BOL Numbers |
Bug | Sev 3 | New Dashboard Shipment Search Does Not Show a Shipment If it is Archived Unless You Select Filter to Include Archived |
Bug | Sev 3 | Appointment FCFS <-> by-appointment transition does not reset dock fields |
Enhancement |
| Add item.shipping_requirements.combined_handling_unit_info schema and fields |
Bug |
| [iOS] - Facilities not loaded for shippers |
Enhancement |
| [iOS] Add Fields to Drivers Log |
Bug |
| Optimized Dashboard Crashes when shipment lookup finds no shipment |
Enhancement |
| Update New Shipment Creation page for tendering user permission items |
Bug |
| The V3 Orders Table LD Flag When Activated is Still Displaying the 'Not Ready' tab and it shouldn't |
Bug | Sev3 | Appointment FCFS <-> by-appointment transition does not reset dock fields |