Create an MBOL (Orders)

Open the Orders module to create a Master Bill of Lading (MBOL). Creating an MBOL is a four-step process: 

1. attach the shipping orders and change the status to In Process

2. pick the orders

3. close the MBOL

4. manage documents

Attaching shipping orders

The first step is to open the MBOL page.

1. Go to Home > Orders > Bill of Lading > Master Bill of Lading.

2. Click the plus icon.

3. Click Orders on the side menu.

4. Click the plus icon to insert a new MBOL.

A new page displays. Click the refresh icon to display a list of shipping orders. Depending on local circumstances, the list could be long. To quickly locate the orders that need to be attached to the MBOL, click the Search icon to enable filters. In the example below, we filter shipping orders based on the first two letters in the Order Number.

1. Check the box next to each order that needs to be attached to the MBOL. Ideally, the status of each order is Open.

2. Click Save. A new page displays.

Managing the order

The new page displays a summary of the orders. Here DVU users can:

• Click the Insert icon to add orders to the MBOL.

• Click the Edit icon to update an existing order.

• Click the Delete icon to remove an order from the MBOL.

• Change the stop order of each delivery.

When the list of shipments is complete, click Save. Click the X in the top right corner to close the page. DVU returns to the Master Bill of lading page and shows the new MBOL in the table.

Editing an MBOL

DVU users can change or update an MBOL. Select a row and click the Edit icon. Users can add or remove shipments, update shipment details, and change the stop order.

Picking orders

DVU users can start the picking process for all shipping orders directly from the Master Bill of Lading tab.

1. Select the MBOL row and click Edit.

2. Change the status to In process.

3. Click Save.

DVU automatically changes the status of all shipping orders to match the MBOL. (shown below)

• Warehouse staff can now pick the orders.

Closing an MBOL

Once all orders are processed through DVU, the next steps depend on each warehouse’s order process. However, closing out the shipment is a simple process.

1. Select the MBOL row and click Edit.

2. Change the status to Closed.

3. Click Save.

DVU automatically updates all shipping orders attached to the MBOL at the same time.

Managing documents

DVU users can print, e-mail, and send EDIs through the same window.

1. Select the MBOL row and click Edit.

2. Click the Actions button.

3. Select an option (Print, Email, or EDI) and complete the workflow.