Shipment Templates are a core part of the Tive Shipment workflow. Shipment Templates make it easier to create shipments for commonly used shipping lanes. Shipment Templates include standard shipping details and Alert Preset(s) to be used across many shipments.
Click here for more details on Shipments.
Click here for more details on Alert Presets.
Viewing and Creating Shipment Templates
To view your existing Shipment Templates, navigate to "Configure" in the main menu and click "Shipment Templates". To create a new Shipment Template, click the green "Create New Shipment Template" button.
Enter a unique Name and Description for the template.
Next, add the Ship From and Ship To Addresses.
Segments (multi-leg shipments):
For Shipments that make more than one stop, multiple Segments can be created for each stop that the shipment will make. To create a Segment simply insert a Ship From Address, select the Mode (Road, Air, Ocean, Rail) and the Carrier, then add the Stop Address. A second Segment can be added by selecting "Add Stop" and adding a new Mode, Carrier, and Stop Address.
Finally, select which Alert Preset(s) you would like to attach to the Shipment Template.
When you are finished, click the green "Create" button. The template is now available for use.
Using Shipment Templates
When creating a new shipment, scroll down to Shipping Details, select "Use existing Shipment Template", and choose a template. Shipping details will now be set to the values defined in the Shipment Template.
If you would like to customize any of the shipment details, select "Use custom shipping details". You can now edit any of the fields that were filled out automatically from the template. Note that any edits you make will only be implemented on the particular shipment you are creating. Customizing shipment details for a particular shipment will not change the template.
For more information on Shipments, see our Shipments Workflow Overview.