Any booked shipments across all modes live within your Shipments Tab. It's here you'll find a variety of filter and search options to utilize, along with the ability to archive and export as needed.
Along the left column are your filter options. The default choices are listed by Active Status, All, and Archived loads. Click Create a custom filter at the bottom to see more options. Once you are finished selecting as many options as you need, you can click to Filter your list, or Filter & Save the algorithm for future use. Saved Filters are then added to your options to be accessed at any time.
Whether you have selected a filter or entered a search query, users can click to have their data exported at any time, these are then sent directly to your Inbox in the form of a CSV. There are two options to choose from: Basic and Advanced. The basic export offers 69 columns of data while the advanced export offers 4 additional tabs that include Route stops, Items, Quotes, and Charges for linehaul and/or fuel.
Slider, More Details
Click on any shipment tile to open the slider on the right-hand side that offers more details and editing options; depending on the mode, those options will vary.
Select the 'More detail/options' link to go straight to your Shipment Details page which includes all of these functionalities and more.
Your default view will display all of your booked shipments listed in tiles by Pickup date, but for a more scaled view, you can change the layout by selecting Condensed view; this setting is great for accounts with a larger volume. From here just click any shipment line to get access to the Documents, Tracking, Messages, and Labels, followed by the three dots that is a link to the More Details page.
The Condensed view also brought along the ability to bulk archive your shipments. You can start by running a search/selecting a filter, click as you go through your list, or Select all loads by clicking the check marks next to BOL #. You can uncheck them in bulk as well by clicking the black line --.
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