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How to Use the Row-Level Actions Menu on the Shipments Dashboard

This article walks you through the "..." menu that appears at the right end of each shipment row on the dashboard. Use this menu when you want to act on a shipment without opening it first.

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Written by Poltai

This menu is similar to but not identical to the "..." menu inside an open shipment: The dashboard menu adds Edit (so you don't have to open the shipment first) and removes Lock (which is only available from inside an open shipment).

On the Shipments dashboard, click the "..." button at the far right of any shipment row.

Edit

Opens the shipment in edit mode directly, skipping the read-only Overview view. Useful when you already know what you need to change.

Duplicate

Creates one or more copies of the shipment. Useful for recurring lanes or repeat customers.

Unlock

Removes the lock on a locked shipment so editable fields become editable. Only appears when the shipment is currently locked.

File a claim

Files a Cargo Claim on the shipment. Only available on shipments with an assigned carrier (Covered status and beyond).

See Filing a claim on a shipment for the full walkthrough — this action is irreversible.

Archive

Removes the shipment from active dashboard views.

See Archiving a shipment — including the important note about removing customer rates first.

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