Shipments Dashboard
How to find, filter, customize, and act on shipments at scale from the Shipments dashboard.
By Rocco and 1 other2 authors11 articles
- How to Use the Broker DashboardThis article walks you through the Dashboard in polt.ai - your daily command center for monitoring active loads, tracking performance, acting on alerts, and taking quick actions without navigating away.…
- How to Search and Filter ShipmentsThis article walks you through narrowing your Shipments dashboard to find specific loads. Filters stack, so you can combine multiple criteria (e.g., status + client + origin state) to zero…
- How to Customize your Dashboard ColumnsThis article walks you through choosing which columns appear on your Shipments dashboard and the order they display in. Customizing your columns lets you see the data most relevant to…
- How to Pin Frequently Used FiltersThis article walks you through pinning filters you use often so they're always one click away from the top of your dashboard. You can pin up to 10 filters.
- How to Create and Manage Saved ViewsThis article walks you through saving your dashboard configuration — filters and columns together — as a named view you can switch back to anytime. Different views let you set…
- How to Use the Row-Level Actions Menu on the Shipments DashboardThis 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…
- How to Use the More Options (...) MenuThis article covers the actions available in the "..." menu at the top right of any shipment. The available options change based on the shipment's current status.
- Understanding Shipment StatusesThis article explains every status a shipment can have in polt.ai, what each one means, and what triggers a status change.
- How to Perform Bulk Actions on ShipmentsThis article walks you through performing actions on multiple shipments at once from the Shipments dashboard.
- How to View Rate HistoryThis article walks you through using the Rate history page to look up historical carrier rates by lane, equipment type, and other criteria.
- Understanding the Icons on the Shipments DashboardThis article explains the small icons that appear under each shipment ID on the Shipments dashboard.