Manage Shipments: Notes & History
Access comprehensive details about an existing shipment
Last Updated: May 12, 2025
Applies to:
Shippers, Brokers, Carriers
Solution Overview:
The Manage Shipments feature allows users to access comprehensive details about an existing shipment. This includes information on related orders, quotes, tracking updates, financial records, relevant documents, and the shipment's complete history. Additionally, users have the ability to tender the shipment to a carrier, convert it into a load, or assign an exception as needed.
Notes & History:
A collection of Notes and historical data associated to the Shipment.
+ Create New: Utilize the + Create New button to add a new note associated to the Shipment, assign whether the Note is Internal or External, and who/what it is assigned to by selecting the Tag.
Search: Enter a key word or number to locate a Note.
Group By: Select a Tag to group the Notes by.
View Shipment Details
- Select Manage from left Nav Bar
- Select Shipment from dropdown
- Select Shipment Name hyperlink
- Select tabs across top of screen to view desired information
Edit a Shipment
- Select Manage from left Nav Bar
- Select Shipment from dropdown
- Select Edit icon from the grid
- Make necessary edits
- Select Get Rates to view updated Rates
Convert an existing Shipment into a Load
- Select Manage from left Nav Bar
- Select Shipment from dropdown
- Select Edit icon from the grid
- Select Build Load