Adding Reference Documents

Overview

Users can view, add, and remove additional reference documents, like Bills of Lading, pickup numbers, Complemento Carta Porte documents, etc. for existing shipments from the Tracking page. Any items included as a reference are viewable to all relevant users, including the customer, supplier, carrier, and ProTrans employees.

Process

To Add or Edit a Shipment Reference:

1. Click Needs Attention, or search for the shipment that needs the reference added. See Tracking Shipments for more details.
2. Click the link in the References/Attachments column. The link will display numbers in a #/# format, (e.g. 1/4) where the first number represents the number of references already assigned to the shipment, and the second number represents the total number of references required to be assigned to the shipment.

The References/Attachments window will open. References that are required, and are missing, will have a red asterisk (*) next to them.

3. Select the Reference Type from the dropdown menu, or click Edit next to the reference you want to add or edit.
4. Enter the Reference Type Value.
5. Select a Reason Code from the dropdown menu, if needed.
6. To upload a document for the shipment reference, you can drag the file to the window, or click Select Files to upload it from your computer.
7. Click Save to upload and save the reference, or Cancel to cancel changes.

8. After you save the reference, it is added to the list of references. You may need to scroll down to view it.
9. You can edit the reference by clicking Edit, or you can remove the reference by clicking the X.
10. After you finish adding or editing references, click the X to close the window.

Result

The reference is saved and immediately available in PTConnect and Optimiz.

Related Topics

Now that you know more about updating shipment references, you may want to read more about:

• Managing Shipping Documents