đ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
1. Open the shipment
Open the shipment you want to duplicate.
2. Open the more options menu
Click the"..."button at the top right of the shipment, to the left of the Go to polt.ai driver app button. Select Duplicate. The Duplicate shipment dialog opens.
3. Choose how many duplicates to create
In the Duplicates # field, enter the number of copies you want to create. Defaults to 1.
4. Choose which details to copy over
Under Duplicate options, check the sections you want carried over to each duplicate. By default, most are checked:
Freight details
Commodity
Freight requirements
Stops
Carrier
Vehicle & ELD
Mileage & line haul
Customer fuel surcharges
Carrier fuel surcharges
Reference numbers
Instructions
Unchecked by default (you'll need to toggle these on if you want them):
Customer accessorial charges
Carrier accessorial charges
Note: Accessorials are off by default because they are usually load-specific. Carrying them over to a duplicate would inflate the rate on the new shipment incorrectly. Only check these if you know the same accessorials apply.
5. Choose how to handle shipment details
Under Shipment details, choose one:
Modify shipment details â you'll be walked through each duplicate to manually adjust details (dates, reference numbers, etc.) before saving
Keep details unchanged â all duplicates are saved exactly as configured, with no further input
Tip: If you're creating duplicates for different pickup dates, choose Modify shipment details so you can update each one's dates as you go.
6. Create the duplicates
Click Next to proceed. If you chose Modify shipment details, you'll be walked through each duplicate. If you chose Keep details unchanged, the duplicates are saved immediately.
The new shipments appear on the Shipments dashboard with Open status.