How to Use Tag Management in Shipwell

Tag management allows you to create reusable tags that can be applied to various objects such as orders, shipments, and carriers across the Shipwell platform. Currently, the tagging capability is only available for v3 Orders, and we will be migrating Shipments and Carriers to use the same centralized list of orders now managed under Tag Management.

Here's how it works:

Managing Tags Centrally

You can also create, edit, activate/deactivate, and delete tags directly in the central Tag Management UI.

Tagging a Order, Shipment, or Carrier

Example Tags on Order Dashboard

Tags will be available as colored circles on the Orders Dashboard, similar to the colored circles on the Shipments Dashboard. If you mouse over the tag, you will see the tag name. Here is an example

Organizations that seek to identify mixed product-line-item handling units can do so by leveraging this capability within v3 orders. This functionality can be leveraged by both customers and their suppliers if the customer is leveraging Shipwell’s Supplier Collaboration Portal.

There are two ways this can be done:

Whichever method is chosen, once the information is passed the functionality will be generally the same within Shipwell.

Order Line Item Data Representation Options to Leverage Handling Units

There are two ways to represent order line item data within Shipwell to be incorporated into handling units.

Providing Order-Level Handling Unit Information Manually Within Shipwell

Once an order is ‘Ready’ then it can be placed on one or more handling unit(s). This is done by going to the Order Dashboard and selecting the order(s) that are going on the handling unit and under ‘Order Bulk Actions’ selecting ‘Create Handling Unit ID(s)’.

A modal will popup wherein you select ‘+ Add Handling Unit’ on the right and then on the lefthand side you add the individual line items that go into the handling unit by selecting ‘Add’ or select ‘Add All Items’ to add all line items.

It will prefill ‘Quantity’ as ‘1' but if the items added are on multiple pallets, then simply update the quantity. It will prefill out the ‘Weight’ of the pallet based on the line items added. However, you can adjust this value. Note this is the aggregate weight of all line items for all handling units with the same handling unit ID. This means that you might have a ‘Quantity’ of 3 here and a ‘Weight’ of 1,500 lbs in the case you have three pallets that are 400, 500, and 600 pounds respectively but you are simply representing them as a ‘Quantity’ of 3 and a 'Weight’ of 2,500 lbs.

Press ‘Save’ when done and then you will be back on the Orders Dashboard. You will now see that under the ‘Handling Unit ID’ column with one or more Handling Unit IDs present. In the future we plan on allowing users to modify order-level handling unit information but for now this is only done by repeating the same process as previously done which will rewrite over the existing handling unit information.

Once order level handling unit information is applied to an order then this order will have the handling unit information applied when a shipment is created from this order. Shortly the same handling unit information will be applied in load optimization also.

Once a shipment is created and you are on the Shipment Details screen, you will see the handling unit and its child units displayed within the ‘Items’ card. In this example, you see three handling units detailed with two child units under the first two handling units each while the third line item is independent of a parent handling unit.

Once a handling unit is present on a shipment you can update these handling units and either remove or add line items to an existing handling unit. Learn more about this functionality under our documentation around shipment handling units.

The Bill of Lading can now be generated to reflect the new shipment configuration of now having 3 pallets on the shipment. In the BOL image shows the shipment’s new configuration with a total of 1 handling unit of 3 pallets. Also, the handling unit created will display the nested piece information and product descriptions from the original shipment line items. Hazmat information will also be displayed at this level, as it would be displayed for any shipment line items that are not assigned to a new handling unit.

The LTL rating process and Generate Shipping Labels function will also now recognize that this shipment now has only 1 handling units instead of the original 3 shipment items.

Note, some operations will not know what specific products and item quantities exist on each individual handling unit. Instead, they may just know there are 3 pallets, and the weights of each pallet. In this case, the user can go into the Assemble Handling Units screen and perform the following steps:

Following this method will result in a BOL that displays the Pallet 1, Pallet 2, and Pallet 3 information, followed by all of the detailed piece information being displayed nested under the last pallet. In this way, the BOL will accurately display the total number of handling units (3), as well as all of the individual product and piece information from the original shipment line items.

The handling unit assembly functionality is only available for customers leveraging v3 Orders. Reach out to your Customer Success Manager if you want to learn about the benefits of v3 Orders.

New tables in data share:

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