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General - TMS

Yaro Melynk
Updated

The General page displays key shipment/load fields in five sections. Some fields are required, but most are optional. At a minimum, users must enter a unique Shipper Number and select an Account for this shipment.

Note Click Save to generate a unique reference number for the shipment/load.

Workflow

Complete the General page and then click a link on the side menu to open a new page and continue configuring the shipment/load.

Tip The workflow you follow to create a shipment/load is similar to the Pending Quote workflow.

Opening the General page

  1. Click Home > Transportation > Dispatch.

  2. Make sure the Shipments tab is selected.

Locate an existing order on the list.

  1. Double-click the entry to open the General page.

  2. Review the sections and complete fields as required.

Note

We showed you how to create a shipment in the TMS environment in this article.

If you created a delivery from an existing order in the WMS (Home > Orders > Shipping Orders), DVU auto-populates the fields. Review the information to confirm accuracy.

Configuring General sections

1. Summary

  • Status – Current status of the order.

  • Shipper Number – This required field displays the Master PO number.

  • Pro # – Generate this number here or add prior to creating the delivery.

  • PO Number – Purchase order number.

  • Bill Freight Terms – Click the field and select an option (Prepaid, Collect, 3rd Party, etc.).

  • Sales Rep – Add/remove as needed based on the rep working with the order.

  • Commission – To add a rep and commission, click the plus (plus) icon. Click here for details.

  • Preset Tariffs – The default setting is Preset Tariffs. DVU dynamically pulls data from the Rate Tariffs page (if available).

  • Spot Price – Insert a spot price along with the FSC percentage (optional).

Note If you created a delivery from an existing order in the WMS with a PRO #, Carrier, or Equipment ID, this information displays in the order. Otherwise, these fields are optional and are not needed to create a shipment/load.

2. Partners

This section displays Account information as well as Origin and Destination data.

  • Account – The company you are fulfilling the order for.

  • Bill Freight To – The party paying for the shipment.

  • Destination – The Ship To address.

  • Origin – Where the shipment is being picked up from.

3. Dates

  • Enter the Expected Arrival/Departure & Actual Arrival/Departure.

4. Side Menu

Each link on the side menu opens a page with unique settings, which are described in different articles. Click a link to learn more.

5. Actions

Click the Actions button and select an option.

  • Print or email the Bill of Lading, Freight Bills, and Confirmation Sheets.

  • Send EDI data.

  • Save time by copying a shipment.

  • Send DVU a support ticket.

6. Special Instructions

Enter important information for warehouse staff or the driver in this optional field.

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