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Demos: Scheduling Shipment Demo

Being able to schedule a shipment online is one of the great benefits of utilizing our freight management program. This easy to use section pulls together the address book, item management, multiple carrier rating and BOL printing.

  • Start by clicking on the magnifying glass next to each origin and destination name section. This will open up your address book. As a note, the origin information is usually already complete with your company information but for example purposes it is blank for the demonstration.
    • If the address is not in your address book yet then simply type in all the appropriate information.


  • Select the company that you would like the shipment to pickup from and it will automatically populate the origin fields.
    • Repeat this process for the destination.


  • Now that both addresses are complete you will then select the “next” button.


  • Here is where you begin entering the shipment details
  • Start by clicking on the magnifying glass next to the item ID section. This will open up the list of items that you ship.


  • Select the item that you are shipping. Once selected, this will populate the item description, applicable class and NMFC.


  • Now you will need to enter the total shipment weight, quantity and the packaging (such as skids, pallets, boxes, crates). This is all that is required to move forward to the next step.
  • If you have any special services required then simply select all that apply and if you have the dimensions then you can add them also.


  • If you are shipping multiple pallets that contain different items then you can select “add more items” and then repeat the prior step to add them to the BOL. o If not then simply select “Next”!


  • This section allows you to add special notes and any PO or reference numbers that might be required.
    • Here is a special feature. If you always want the BOL to state “Do Not Double Stack!” then let us know and we will pre-populate the words in your portal so you do not have to type it in every time you schedule a shipment!
    • Select “Next”


  • Now you can see all the rates and carriers that are available. Simply select the one that you would like to use!


  • This section allows you to review your shipment details. If you need to make a change then select the “back” button and go back to the area that needs to be updated.
  • Select “Next” and now your shipment is scheduled! Simple as that.
  • The BOL is then displayed on your screen so that you can print it and have it ready for the carrier.