Shipments
A shipment is the customer-facing movement of goods: what is moving, for whom, from where to where, and what you charge for it.
Most shipments are created automatically when you dispatch an order. You can also create one directly from Shipments → New Shipment; it then starts as Draft.
Shipment fields
| Field | Notes |
|---|---|
| Shipment Number | Generated automatically from your numbering prefix. |
| Customer | From Contacts. |
| Origin / Destination | Saved locations. |
| Carrier | Who moves the freight. Needed for assignment and rate shopping. |
| Service Type | LTL, FTL, Air Freight, Sea Freight, Rail, Courier or Express. |
| Rate shopping | Compares your carriers' rate cards for the route and weight, then fills in the carrier and charges. |
| Pickup / Delivery Date | Planned dates. The actual pickup and delivery times are recorded automatically from status updates. |
| Weight, unit, pieces | Cargo size. |
| Freight / Total Charges | What you bill the customer. The order's invoice uses Total Charges. |
| Currency | Defaults to your workspace currency. |
| E-way bill no. | Only shown for India workspaces. |
Statuses
Click Update Status on a shipment and add a location or remark if you want. Only the moves that make sense from the current status are offered:
| From | Can move to |
|---|---|
| Draft | Booked, Cancelled |
| Booked | Pickup Pending, Picked Up, Cancelled |
| Pickup Pending | Picked Up, Exception, Cancelled |
| Picked Up | In Transit, Exception |
| In Transit | Out for Delivery, Delivered, Exception |
| Out for Delivery | Delivered, Exception |
| Exception | Pickup Pending, Picked Up, In Transit, Out for Delivery, Delivered, Cancelled |
Every change is saved in the shipment's status history. Changes also update the linked load and order. Status also changes when the driver or carrier updates the job in the driver app or Work Portal.
Customer emails
When a shipment becomes Picked Up, Out for Delivery, Delivered, Exception or Cancelled, the customer is emailed automatically. The email includes a Track your shipment button. Emails go to the customer contact's email address and use your email delivery settings.
Driver and carrier assignment
The Driver and carrier assignment card decides who carries out the job. It can be changed while the shipment is Booked or Pickup Pending.
Our own driver
Pick one of your company drivers. The driver gets the job in the app or portal and accepts it.
Subcontracted carrier
The offer goes to the shipment's carrier. The carrier accepts it, assigns one of its own drivers, and that driver accepts.
The carrier or driver is emailed when an offer is sent. Replies (accepted or declined, with an optional note) show on the card. The carrier needs an active carrier login (see Users). Drivers are set up in Drivers.
Documents on a shipment
- Bill of Lading (BOL): click BOL PDF to download a printable bill of lading.
- Lorry Receipt (LR / bilty): India workspaces only. The LR card holds the consignor, consignee, GST, freight-paid-by and vehicle details, and produces an LR PDF. See Country Features.
- Document checklist: shows which documents (such as POD) are attached and which are missing. Upload files from here or from Documents.
Tracking
While the load is moving and the driver is using the app, the shipment page shows a live tracking map. The Customer tracking link card makes a private public page for your customer. See GPS & Customer Tracking.
Last updated September 2026 · Something unclear or out of date? Tell us.