Create a waybill when using the TMS

Shipping / Waybill/BOL Maintenance [SHP010]

Waybills are typically used with larger sites. If the Invoice Dialog pop-up was disabled or canceled during the MSN process, then you must create a Waybill.

To create a Waybill, you must browse the Shipping module. In this Shipping module, the pallet wrapper weighs the pallet and adds the dimensions and mass to the TMS to get a final rate shop for the shipment.

If you don’t like reading, you can watch the video.

Try it!

  • On the Main Menu browse to Shipping / Waybill/BOL Maintenance screen

  • The Waybill/BOL Maintenance screen will display.

  • Click on the New icon in the header.

  • Capture the required detail to create a Waybill/BOL number. For more information on creating a Waybill refer to the Shipping Module User Guide.

  • Next, you can add orders (MSNs) to the Waybill you just created.

  • Click on the filter icon (Pick Slip Selection) in the header and use the filters to select what items to add to the current Waybill/BOL.

  • Once the Pick Slip Filter screen is open, you can start making your selections.

image-20240326-084754.png
Select applicable MSNs to be added to the Waybill.
  • After the data grid has loaded you can link the MSNs to the Waybill.

  • Select which MSNs must be added to the current Waybill/BOL.

  • Select OK to add the selected MSNs to the current Waybill/BOL.

  • If you click on the Shipping TrackID tab you will see the Shipping TrackIDs with the number of boxes on each, as created during the Checkout process.

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Waybill/BOL Maintenance screen with all Shipping TrackIDs created.
  • At this stage the Shipping TrackIDs will have a status of IN_PACKING.

  • Next, these Shipping pallets must get weighed and then loaded into truck to be shipped/delivered.

Weigh the pallets for the final rate shop.

First, each Shipping TrackID must be weighed, and the dims and mass must be entered. In the shipping area, the pallet wrapper weighs the pallet and adds dimensions and mass so the TMS module can properly re-rate shop the order.

  • Locate the Shipping Dims and Mass icon on the scanner.

  • Scan (or enter) the first Shipping TrackID.

  • Enter the Dimensions and Mass for each Shipping TrackID.

  • Select Post

Loading the pallets into the truck

Next, these pallets must be loaded into the truck.

  • Locate the Shipping Truck Loading icon on the scanner.

  • Enter the Vehicle number from the Waybill. This refers to the Trucks created during the Waybill buildup. The appropriate truck was added when the Waybill was created. For more information, refer to Creating a Waybill in the Shipping Module User Guide.

  • Scan (or enter) the Waybill/BOL number you are loading onto the truck.

  • The Shipping TrackIDs associated with the Waybill number will load in the data grid (notice that the Status must be ASSOCIATED or PACKED)

  • Each Shipping TrackID must be scanned to start loading it into the truck.

  • Scan (or enter) the Shipping TrackID into the TrackID field.

  • As each Shipping TrackID is scanned the status will be updated to LOADED and will change to green in the data grid.

  • Continue scanning all Shipping TrackIDs until everything is physically loaded into the truck.

  • Select OK

Next you must select Dispatch >> if you select Dispatch, you will see the TMS screen and do a rate shop again.