Open the Orders module to create a Consolidated Master Bill of Lading (MBOL) and then complete a four-step workflow:
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create a record
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attach MBOLs
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close the MBOL
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manage documents
Creating a record
The first step is to open the template.
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Go to Home > Orders > Bill of Lading > Consolidated Master Bill of Lading.
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Click the plus
icon.
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Fill in the required fields.
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Enter additional information as needed.
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Click Save.
Attaching MBOLs
Next, click MBLs on the side menu.
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Click the plus
icon.
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On the next page, click the Refresh icon to display a list of shipping orders.
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Check the box next to each order that needs to be attached to the MBOL. Ideally, the status of each order is Open.
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Click Save. A new page displays.
Tip 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.
Managing the document
The new page displays a summary of the orders. Here DVU users can:
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Click the Insert icon to add orders to the MBOL.
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Click the Edit icon to update an existing order.
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Click the Delete icon to remove an order from the MBOL.
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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.
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