Shipments
A shipment tracks the physical movement of goods for an order — from pickup through to delivery confirmation.
Shipment statuses
Creating a shipment
Shipments are created from an existing order. Open the order and click Create Shipment. The origin, destination, and dates are pre-filled from the order.
- Open the order and click Create Shipment.
- Select the transport mode: Road, Air, Sea, or Rail.
- Assign a Carrier or an internal Driver.
- Enter vehicle details (truck number, container number, vessel name, etc.).
- Confirm pickup and delivery dates.
- Save. The shipment is created and linked to the order.
Assigning a carrier or driver
You can assign either a third-party carrier from your Carriers list, or an internal driver from your team. If you assign a driver, they can update shipment status from their driver portal.
BOL and POD
Bill of Lading (BOL) — Generated when the shipment is created. Download or email it from the shipment detail page.
Proof of Delivery (POD) — Uploaded once the shipment is delivered. Can be attached as a file or captured via driver signature. POD is required before an invoice can be marked as Approved by some workflows.
Key fields
| Field | Description |
|---|---|
| Shipment # | Auto-generated. Links to the parent order. |
| Transport Mode | Road, Air, Sea, or Rail. |
| Carrier | Third-party carrier assigned to move the freight. |
| Driver | Internal driver (staff account with Driver role). |
| Vehicle / Container | Truck registration, container number, vessel name, flight number, etc. |
| Pickup Date | Actual or scheduled date goods were collected. |
| Delivery Date | Actual or scheduled date goods were delivered. |
| Buy Rate | Cost paid to the carrier for this shipment. |
| Tracking Reference | Carrier's own tracking number if applicable. |
| POD | Proof of delivery document or signature. |