Working with Shipments
Step-by-step guides for every part of moving a load — creating shipments, covering them with carriers, sending rate confirmations, tracking through delivery, and closing out with a POD
By Rocco and 1 other2 authors22 articles
- How to Create a ShipmentThis article walks you through building a new shipment in polt.ai from start to finish. You'll create the shipment record, add freight details, set pickup and delivery stops, enter pricing,…
- How to Import a Shipment with AIThis article walks you through importing a shipment by uploading a document (rate confirmation, customer email, tender, etc.) and letting polt.ai extract the details and build the shipment for you.
- How to Duplicate a ShipmentThis article walks you through duplicating an existing shipment. Duplicating is useful for recurring lanes, repeat customers, or when you need to build several similar loads quickly without re-entering common…
- How to Open and Edit an Existing ShipmentThis article walks you through opening a shipment you've already created and making changes to it. Almost every action you take on a shipment after creation starts here.
- How to Add a Commodity to a Shipment
- How to Edit Rates and Accessorial FeesThis article walks you through adding, editing, and removing line items on a shipment's customer and carrier sides. Use this to add accessorial charges (detention, lumper, layover, etc.), adjust line…
- How to Assign a Carrier and Driver to a ShipmentThis article walks you through assigning a carrier, dispatcher, and driver to an existing shipment in polt.ai. Once assigned, the shipment status changes from Open to Covered.
- How to Use Freight Matching to Find a Carrier
- How to Post a Shipment to Truckstop from polt.ai
- How to Post a Shipment to DAT from polt.ai
- How to Send a Rate Confirmation
- How to Generate a Document
- How to Update Shipment Status
- How to Manage Shipment Alerts
- How to Manage Shipment Check Calls
- How to Add a Note to a Shipment
- How to Upload a Document to a Shipment
- How to Download a Bill of Lading (BOL)
- How to Upload a POD and Release a ShipmentThis article walks you through finalizing a delivered shipment so it can be invoiced. Releasing a shipment hands it off to our internal accounting team for billing.
- How to File a Claim on a ShipmentThis article walks you through filing a claim on a shipment in polt.ai when freight has been damaged, lost, or otherwise had an issue requiring carrier or insurance action.
- How to Archive a ShipmentThis article walks you through archiving a shipment. Archiving removes a shipment from active dashboard views without deleting it — you can restore it later from the archived shipments list…
- How to Watch a Shipment in polt.aiThis article walks you through watching and unwatching shipments in polt.ai. Watching a shipment means you'll receive notifications whenever activity happens on that load - status changes, notes, documents, alerts,…