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Overview

Excerpt

Similar to how users can track AWB, users also have the option to track truck freights on the Truck Summary option. Tracking can also be done on a truck level. In this way, the user will have more control over the orders that each carrier will ship to the customers. Truck Summary allows users to view the status of truck shipments, as well as other elements related to this process.

 In

 In this tab, you have the option print the Shipping Manifest for a specific shipping.


Instructions

To view the Truck Summary, please follow this instructions

Instructions

stepsOnce both checkboxes are enabled, you will be able to find two new columns on Truck Summary, the Shipping Manifest and Export Details. To find this new information, go to Tracking > Truck Summary 

If printing these documents is needed, you can also export the Shipping Manifest as a PDF document or Details as a .xlsx document, both of the documents will have the column Units or Hard Goods if they were previously enabled as per this article instruction.

To generate the Shipping Manifest as a PDF (to print it, if needed) Locate the column Actions at the right side of the screen hover your cursor over the carrier and a down-pointing arrow will appear. Click it and select Shipping Manifest.

Once generated, this document will have the following format:

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Ui step

Go to Tracking > Truck Summaryto the Tracking tab.


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 Click on the Truck Summary sub-tab.



Ui step

Here you will be able to see the Truck summary with several columns, such as: Carrier, Truck Date, Farm Shipped, Received Warehouse, Shipped Warehouse, Boxes, BOL, FBE, Total Cubes, Units and Actions.

Remember that in order to have the option to include Units and Hard goods on the invoice information for the Truck Summary screen, a setting needs to be applied. Carriers will be displayed on the invoices with units and hard goods, as well.

You can find this option by going to Setup > Settings and locate the Order Entry section. Click on Set by units.

Repeat the last step and on the Settings screen, locate the Hard Goods option: 

Both of the above-mentioned checkboxes will be applied to the three stages on this screen. (by carriers, by customer, Product Breakdown)



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Warning

Invoices with Units or Hard Goods will not have any information on the Weight or Volume columns in the Shipping Manifest report.

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To generate the Details document as a .xlsx (to print it, if needed) Locate the button Export Details at the top of the grid, under Truck Summary.

Once generated, this document will have the following format:

Relevant Articles

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step

 Click on the carrier's name to view the Truck Summary by Customer page. 


Ui step

 Click on the customer's name to view the Truck Summary – Product Breakdown screen.



Info

 If the Shipping Manifest is needed you can visit the following page: Shipping Manifest.

You can also print the BOL (Bill of Lading), the Labels, the BOL Consolidated and the Shipping Manifest by clicking under the Actions column for Further information about the information contained in the BOLs, please read Print Bills of Lading (BOLs).


Tip
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Use the BOL Status filter to know for which orders the BOL document (Bill of Lading) has already been generated or it is still pending to print.

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Relevant Articles


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(lightbulb)Roles enabled to perform this action:  Admin, Tracking.