Reassign a Shipment to a New Load

Overview

Shipments can be reassigned to another load that shares its destination in Dock Planning.

If a load has a single shipment and this shipment is reassigned to another load, the original load will move to Load History, the status will update to Voided, and the carrier will receive an updated tender notifying them that the load has been cancelled.

Optimiz reassigns the shipment to the new load if the load that the shipment is being reassigned to is not in Closed status and contains a segment that matches the shipment's origin or destination. If a tender has already been issued for the load prior to the new shipment, Optimiz sends an updated tender to account for the change. Shipments with existing Load Order reference numbers will have the reference updated to the correct load order, with the largest shipments having the lowest load order and smaller shipments having a higher load order.

When Should I Reassign a Shipment to a New Load?

This function can be used when initially assigning a shipment to a load, for freight consolidation, or in the event of a service recovery.

Process

To Reassign a Shipment to a New Load:

  1. Hover over Planning.
  2. Click Dock Planning.

  1. Search for the shipment or several shipments. See Search for Shipments.
  2. Select one or several shipments.
  3. As shipments are selected, the quantity, weight, and volume of the selected loads will be displayed below the Search button.

  1. Search for the load that the shipment(s) should be reassigned to. See Search for Loads.
  2. Click the load.

  1. Click Reassign.

If the shipment is part of a free astray split, a confirmation window opens. See Split a Shipment for more details.

  1. Select Yes to continue without loading the entire shipment if necessary.
  2. Select No to return to Dock Planning if necessary.

Result

The shipment is reassigned to the new load. Shipments with Load Order reference values have the reference updated to show the proper load order from largest shipment to smallest. If the load that the shipment was moved from was a single shipment load, that load's status will update to Voided and the load will move to Load History.