- Introduction
- Manifesting a single shipment
- Manifesting lots of shipments
- Step by step guide in pictures
- Search and Advanced Filters Options
Introduction
Clicking the Book Pickup button closes the manifest, sends all of the selected shipments to the carrier and if required, tells the carrier to arrange a pickup.
Manifesting a single shipment
To close the manifest and book a pickup for a single shipment:
- Go to the Book page
- Use the search field to find the shipment you want to dispatch
- Click Book Pickup for the specific job you want to dispatch
Manifesting lots of shipments
To close the manifest and/book a pickup for lots of shipments:
- Go to the Book page
- Use the search field to find all of the shipments you want to dispatch
- Select all bookings to be manifested
- To select all quotes/bookings in view, click the tickbox at the top of the column header.
- To select all quotes/bookings in the page, click the downward arrow beside the tickbox at the top of the column header.
- An indicator will be shown at the top to show how many bookings have been selected.
- Click Book Pickup at the top of the page
Step by step guide in pictures
1. Go to your Book page
2. Search for the consignments you wish to book a pick up for.
Tip: Use the advanced filters and search bar if you have a lot of bookings on your Book page.
3. Select all bookings to be manifested.
- To select all quotes/bookings in view, click the tickbox at the top of the column header. An indicator will be shown at the top to show how many bookings have been selected.
- To select all quotes/bookings in the page, click the downward arrow beside the tickbox at the top of the column header.
4. Click the Book Pickup button to ship a single booking or the Book Pickup button at the top for mass booking.
5. A pop-up window will appear where you can select the pickup date.
- For single booking, it will contain one drop down where you can select a pickup date. Read the Terms and Conditions, and check the boxes to enable the Confirm button.
- For multiple bookings, each carrier will have a dropdown where you can select a pickup date. You can also see the number of bookings that you have selected per carrier. Read the Terms and Conditions, and check the boxes to enable the Confirm button.
6. Once pickup is booked, the booking/s will now be moved to the Track page.
If you don't see your booking/s, click the Refresh button to reload the page, or check the Advanced Filter settings to ensure correct criteria are applied.
Search and Advanced Filters Options
Users can now search for a quote/ booking using a reference, and using carrier or advanced filters. Advanced filters simplify finding relevant information quickly and efficiently by allowing users to exact dates, date ranges, or specific criteria.
In the Book or Track page, utilize the Advanced Filter option to refine your searches.
First, you select how you would like to apply the criteria to your search results:
- All- it will show results that will exactly match all the criteria you choose.
- Any - it will show results that matches any of the criteria you will choose.
Then select the filter you want to apply. Click "+Add Filter" to add more criteria:
- Create date - date the quote was created
- Origin or Destination State - you can specify the origin or destination state of the booking/s you want to find
- Reference or Tags- you can add any reference you are using to categorize your bookings
- Packaging Type -search based on packaging type i.e cartons, pallets, or customized packaging type you have
- Children - this is applicable for accounts with branded platform feature
- Dangerous goods - filter DG freight
You can add as many filters as you like or need to refine your searc
Filters will revert to default when you switch views so you can click the "Save Filter" button to save the criteria you created.
You can also
You can also click on Clear all filters if you wish to reset your view.
If you are logged in and have been inactive for a while, please make sure to refresh the portal by clicking the refresh button.
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