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How to Perform Bulk Actions on Shipments

This article walks you through performing actions on multiple shipments at once from the Shipments dashboard.

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Written by Rocco Pascente

This article walks you through performing actions on multiple shipments at once from the Shipments dashboard. Bulk actions save time when you need to archive a stack of old shipments, restore several at once, or export shipment data for reporting.

1. Select shipments

On the Shipments dashboard, check the box at the start of each row for every shipment you want to act on. To select all shipments on the current page, click the checkbox in the column header.

2. Use the bulk action bar

When one or more shipments are selected, a bulk action bar appears at the bottom of the dashboard showing the count of selected shipments and three actions:

  • Export — download a file containing the selected shipments. The export includes all fields currently shown as columns in your active view. Use the Column display options and Search and filter controls to set up the columns you want before exporting.

  • Restore — restore archived shipments back to active status. Most useful when working in a saved view filtered to archived shipments.

  • Archive — archive all selected shipments at once

Tip: If you regularly export the same set of fields (for example, weekly billing reports or carrier performance summaries), save the column configuration as a view. When you need to export, switch to that view, select your shipments, and click Export — the file will reflect that view's columns every time.

3. Confirm the action

Each action will prompt for confirmation. For Archive specifically, see Archiving a shipment — including the important note about removing customer rates first to prevent credit balance issues.

The same warning applies to bulk archive: rates are not auto-removed and must be cleared from each shipment individually before archiving.

Important — bulk archive limitation: polt.ai archives selected shipments, but it does not remove customer rates from each one.

If any of the selected shipments still have customer line items, those will continue to count against customer credit balances after archive.

Either remove rates from each shipment individually first, or only bulk-archive shipments you know have no customer rates (e.g., test shipments, TONUs that were already zeroed out).

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