How do I edit a shipment?

  • Updated

Completely own your shipments with our fully editable Shipment feature!

 

This article will cover:

 

Edit Shipments

Shipments booked with your carrier network are fully editable regardless of shipment status. All sections of the shipment can be updated as needed. 

 

1. On your left dashboard, click Shipments.

2. Select the shipment you wish to edit, this will open the shipment details page.

3. Click > Edit.



4. Scroll down through your shipment to edit the necessary details. Each part of the shipment is broken into sections. The sections will contain editable fields that can be updated to reflect any changes necessary for your shipment.

 

Freight Information contains the fields to edit the shipment reference numbers. Here you can edit the following fields:

  • BOL number
  • PO number
  • SO number
  • Reference number
  • Equipment

 

 

Commodities section allows you to add your shipping item detail.

Click “+Add more commodities” and the section will expand and allow you to add your shipping item(s).

Commodity details will include the following fields that can be added to detail your commodity:

  • Name
  • Package count
  • Package Type
  • Length
  • Width
  • Height
  • Weight - Please note: This value must be the total weight of the commodity listed (not the weight per package count if there are multiple packages of the item)
  • Stackable (check box)

 

 

Editing Stop Details

Please note when editing the pickup or delivery detail, the stops will be listed in the sequence of which the shipment was built if your shipment has more than one stop. 

 

The Pickup Detail section will allow you to edit all of the information contain within the stop’s details including:

  • Pickup Date
  • Facility
  • Contact name
  • Facility Instructions
  • Schedule appointment - this section allows you to set the pickup appointment if needed, by clicking on the Open Appointment button

 

The Delivery Detail section will allow you to edit all of the information contain within the stop’s details including:

  • Delivery Date
  • Facility
  • Contact name
  • Facility Instructions
  • Schedule appointment - this section allows you to set the pickup appointment if needed, by clicking on the Open Appointment button

 

5. Scroll back to the top of the shipment to save all your changes and click .

Shipment updates will be synced to the BOL document. Also, shipment updates will be available on the BOL document on the carrier's shipment details page.

 



Edit Shipments booked with Loadsmart

Select Shipment fields are editable once a load has been booked with Loadsmart. We advise you to reach out to Support (https://community.loadsmart.com/hc/en-us) or your Loadsmart Representative as soon as possible to edit or update any price sensitive fields.

Price sensitive fields include: Equipment Type, Pickup/Delivery Dates, and Pickup/Delivery Facility.

 

1. Follow steps outlined in Edit Shipments to edit a booked Loadsmart shipment. 

2. The following Shipment fields can be edited:

  • Freight Information
    • BOL Number
    • PO Number
    • SO Number
  • Commodity Details (Additional Commodities cannot be added)
    • Commodity Name
    • Package Count
    • Package Type
    • Height
    • Length
    • Width
    • Weight
    • Stackable
  • Pickup/Delivery Facility Notes

3. Click .



Edit Shipments in Quoting Status

If editing a shipment in Quoting status, updating price sensitive fields will require the shipment to be re-quoted for the most accurate Loadsmart Instant Book rate.

Price sensitive fields include: Equipment Type, Pickup/Delivery Dates, and Pickup/Delivery Facility.

 

1. Edit shipment in Quoting status using the same steps under Edit Shipments.

2. Click .

 

The Shipment List will also enable you to access the Quote Details.

 

3. From the Quote Details page, select the Loadsmart rate and click .

 

Please note: The listed price for Loadsmart will not automatically update until it is re-quoted from the Checkout page. The rate displayed on the Quote Details page for Loadsmart after a shipment has been updated will not always reflect the new rate.

 

4. Click .

 

5. Proceed to checkout with Loadsmart by clicking or to compare carrier rates. 

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