How to Create a Shipment Without a Quote

Creating a new shipment to tender

Nina Zegelbone avatar
Written by Nina Zegelbone
Updated over a week ago

From the homepage or the shipments page, click the "Create Shipment" button in the top right corner.

3. Enter key information about your shipment, including:

  • Shipment ID, PO/Reference #, BOL #, and Shipment Notes

4. Decide if you would like to request status and ETA updates from your carriers. Check the box next to "Request tracking updates trough Transfix Shipper App" if you would. Click here for more details on this.

5. Enter the items you are shipping, the commodity, their quantity and weight.

6. Add the Pickup and Drop-off locations and appointments.

**To add a new facility, visit the facilities page in your navigation**

  • To add an additional pickup or drop-off stop, click the "+Add Pickup Stop" and "+Add Delivery Stop" buttons. Use the Manage Pickup Items (or Manage Delivery Items) button to input which items are being picked up or dropped off where.

6. Enter any payable or billable accessorials for this shipment.

7. Click “Next: Request Coverage” at the bottom right of the page to continue to the next step.

Note: Your shipment will not auto-save until you are on the "Request Coverage" step. If you wish to save your shipment, click the "Save & Close" button at the bottom right corner of your page. Your shipment will then be stored in the "Planning" tab on your "Shipments" page.

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