🎥 Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
Important — remove rates before archiving: Archived shipments still count against your customer's credit balance unless their rates have been removed. Before archiving, go to the Rate & accessorial fees tab and remove all customer line items.
If you don't remove rates before archiving: The customer's available credit will reflect a load they were never invoiced for, which can block their next booking or cause discrepancies during reconciliation.
1. Remove customer rates (see warning above)
Go to the Rate & accessorial fees tab on the shipment. In the Customer section, remove every line item by clicking the "..." menu next to each row and deleting it.
2. Open the more options menu
Click the "..." button at the top right of the shipment. Select Archive. The Archive shipment dialog opens.
3. Select an archiving reason
Click the Archiving reason dropdown and select the reason that best fits why you're archiving this shipment.
4. Add a note (optional)
Use the Note field to add any additional context about the archive. This is helpful for anyone who reviews the archived shipment later or restores it.
5. Confirm the archive
Click the red Archive button. The shipment is removed from your active dashboard views.