Knowledge Base | Shipwell Help Center

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Knowledge Base

Knowledge Base

Gain knowledge on how to conduct different actions within Shipwell

API Format Attachment Types

Automated emails

Carrier Tender Revoke Process Overview

Load Board: Tender to Carrier

Load Optimization Manual

Removing A Carrier Off A Load In 'Carrier Confirmed' Status

Shipment Financials

Shipment / Service Currency of Record

Single Sign On (SSO)

User Permissions Overview - Shipper

Shipments Dashboard Management

Integration with DAT load board and RateView

Uploading paperwork

Custom Data Fields

Load Board: New Carrier Setup

Load Board: LTL/VTL Instant Rates

Markup percentage for LTL carriers

TMS Support Portal

BOL Signature on Glass Guide

Automated PRO Number Assignment in Shipwell

Load Board: Load Board & Request Bids

Swifty AI Assistant

How to Use Shipment Handling Units

Bulk Action: Create Round Trip Shipments

Routing Guide: Auto Quote & Tender LTL Shipments

LTL Pickup & PRO Numbers

Parcel Label Configuration

How Enable Amazon Freight in Shipwell

Saferwatch Integration

Document Customization and Automation - Template Builder

Account Management

Addresses Book / Locations

Integrated Map View

Carrier Perspective: Entering a Driver Call

Carrier perspective: Book Now

Carrier Perspective: Place a Bid

Adding carrier rep or account rep

Carrier Insurance Checks

Carrier Exclusion Rules

Data & Analytics

Private Data Share Guide

How to build reports as a Builder User in the Shipwell Platform?

Shipwell Data Share

Analytics Tab Dashboards and Data Dictionary

Dock Scheduling

Dock Scheduling Overview

An Introduction to Appointments

How to Set Up a Facility

Scheduling, Re-scheduling, and Cancelling Appointments

How to Manage User Permissions for Dock Scheduling

Carrier Check In/Out and Reject Workflows

Initial Setup: Product Mass Import

Initial Setup: New Customer Setup

Initial Setup: New Address Book

Initial Setup: Address Book Mass Import

Initial Setup: New Product

Initial Setup: User Permissions

Initial Setup: New User Setup

Initial Setup: User Timezone

Initial Setup: User Notifications

Orders: Overview

Orders: New Order

Order: Creation

Order Level Handling Unit Identifier

Routing Guide: New Routing Guide

Routing Guide: Initiate Routing Guide

Routing Guide: Cancelling a Routing Guide

Settlement: Webinar on How to Maximize Your Settlement Potential

Settlement: Steps to Successful Onboarding

Settlement: Create and Manage Configurations

Settlement: In-App Generated Invoices

Settlement: Reporting and Analytics

Settlement: View Invoices Via Cards in Shipment Details

Settlement: View Invoices on Settlement Dashboard

Settlement: Automatically Generate Invoices on Behalf of Carriers

Settlement: In-App Uploaded Rendition and Invoice Packet

Settlement: LTL Capabilities in Shipwell

Settlement: Invoice Auto Dispute and Resolution

Settlement: Inbound EDI 210 Invoices

Settlement: Invoice First Pass Match

Settlement: In-App Uploaded Invoices

Generate QuickBooks / NetSuite Invoices and Bills (Accounting Invoices)

Archiving shipments

Mobile Shipper Users

Stop Status Guide

Central Tag Management (Beta)

Vendor-facing shipment request

New shipments (multiple shipments)

Shipment request (LTL only)

Shipments: Internal notes & messages

Compass Dashboard

Responsive ETAs

Multi-Stage/Mode Shipments

Digital Documents - BOL Customization

Digital Documents - Rate Confirmation Customization

Shipping / Pallet Labels

Multi-Stage/Mode Shipments

Supplier Collaboration Portal

Supplier Collaboration Portal - Overview

Create and Manage Suppliers - Supplier Portal

Order Creation - Supplier Portal

Suppliers Readying Orders for Shipment - Supplier Portal

Tracking / Visibility

Ocean Container Tracking User Guide

Air Visibility (Beta)