Create a Crossdock Shipment

Overview

Crossdock shipments can be created in Optimiz without assigning them to a load. Such loads are created directly in Shipment Management.

  • Shipments without loads will not be transported until a carrier or dock planner adds them to a load.
  • When entering a shipment, all required fields will be highlighted in light red.

When Should I Create a Crossdock Shipment?

Use the Create Crossdock function in Shipment Management when creating a shipment for which ProTrans is not responsible for arranging transportation.

Process

To Create a Shipment:

  1. Hover the mouse over Shipments.
  2. Click Create Crossdock.

The Create Crossdock page opens.

Shipment Info - Origin & Destination Settings

The origin and destination, or O/D Pair, of the shipment describe where the shipment is coming from and where it is going. If the O/D Pair has been set up properly in the Customer Hierarchy, all the other information in this section will be completed automatically.

 

  1. Search for and select the Origin. If the required location does not exist, click Create New Entity to create it. See Create a Ship From Entity for more details.
  2. Select Use c/o Address, if applicable. The Care Of entry field will become editable upon selection.
  3. Search for and select the Care Of for the Origin.
  4. Search for and select the Destination. By default, Optimiz will only display ShipTo entities that have an established Trading Partner relationship with the selected Origin in the Customer Hierarchy. To select a different ShipTo, deselect the Show limited results checkbox. If the required location does not exist, click Create New Entity to create it. See Create a Ship To Entity for more details.
  5. Select Use c/o Address, if applicable. The Care Of entry field will become editable upon selection.
  6. Search for and select the Care Of for the Destination.
  7. Search for and select the Customer, if needed. (Optimiz automatically fills this field if a relationship already exists between the Origin and Destination in the Customer Hierarchy.)

Shipment Info - Handling Units and References

The handling units of a shipment describe what is physically being moved. Handling unit information must be accurate to properly plan trailer utilization and for customer billing. (If default shipment items are defined in the Customer Hierarchy for the selected O/D Pair, these fields fill automatically.) If specific reference types are required for the shipment, they will be listed above the list of references.

  1. Select the Type of handling unit, such as Pallet or Carton.
  2. Enter the Qty - the total of handling units of this type being shipped.
  3. Enter the Wt - the total weight of all handling units of this type being shipped.
  4. Click Toggle full view to display additional handling unit options.

  1. Enter the NMFC Class.
  2. If the BOL image does not have the NMFC listed, check the No Class on BOL check box.
  3. Update the Stack Quantity and Load Restrictions if needed.
  4. Click Add Handling Unit to save the Handling Unit(s).

  1. Select the Reference Type, if available.
  2. Enter the Reference Type Value if Reference Type was selected.
  3. Click Add to save the Reference Type information.
  4. The reference added will appear below the Reference Type Value field.
  5. Follow steps 9-11 to add more references as needed.

Shipment Info - Pickup & Delivery Information

The pickup and delivery information tells the carrier when they are expected to pick up and deliver the shipment. Times are always listed in the local time zone of the stop.

After selecting a Pickup From date, Optimiz automatically calculates Pickup From time, Pickup To date and time, and all Delivery dates and times based on information in the Customer Hierarchy and Carrier entity, if available. Optimiz changes the pickup or delivery time if they are outside of the entity's operating hours.

  1. Select the Pickup From time from the time pickers. This is the earliest the shipment can be picked up.
  2. Select the Pickup To time from the time pickers. This is the latest the shipment can be picked up.
  3. Select the Delivery From time from the time pickers. This is the earliest the shipment can be delivered.
  4. Select the Delivery To time from the time pickers. This is the latest the shipment can be delivered.

Additional Info

The Additional Info tab includes is used for more specific information regarding the shipment. This can include the equipment type being requested, whether or not the shipment should be moved with a solo driver or a team, and Hazmat information among others.

  1. Select the Payor Term Type.
  2. Select a Service type of Team or Solo drivers.
  3. Enter the Mileage to be used for rating purposes, if needed. If left blank, Optimiz will use the mileage calculated by the contract. This field will default to the mileage set for the Trading Partner in the Customer Hierarchy.
  4. Select an Equipment Type. For single-shipment loads, this equipment type will automatically be applied to the load also.
  5. Search for and select an FM Account Rep user to assign to the shipment in Carrier Applied By. This field will default to the user assigned in the Customer Hierarchy. Only FM Manager users can assign representatives.
  6. Search and select For the Account of.
  7. The Supply Chain Manager. hierarchy option allows a default to be populated into the provided field.
  8. Search for and select the Account Logistics Manager from the dropdown menu if necessary.
  9. Search for and select the Account Relationship Manager from the dropdown menu if necessary.
  10. Select a Division from the dropdown menu.
  11. Select a Tracking Priority, if needed. This field will default to the Line of Business assigned in the Customer Hierarchy. It can be left blank, if needed.
  12. Enter the Broker for the shipment, if necessary.
  13. Select Enable Quarentine?, if necessary.
  14. Select any Special Services for the shipment.
  15. Assign the Broker Relationship Type for the broker.
  16. Click Save Shipment to create the shipment, Continue to enter additional information, or Cancel to discard the shipment.

Communication

  1. Select Check to Make Active for the Ship From if the Ship From entity should receive an email notification when the status of the shipment changes to Booked. Notifications will only be sent to the email addresses in the associated list if the Check to Make Active box is selected.
  2. Enter an email address that should receive email notifications in the text field, if needed.
  3. Click Add to add the email address to the distribution list. Multiple email addresses can be added. (Some addresses may receive notifications automatically if shipment notifications are enabled in the entity or Customer Hierarchy.)
  4. SelectCheck to Make Active for the Ship To if the Ship To entity should receive an email notification when the status of the shipment changes to Booked. Notifications will only be sent to the email addresses in the associated list if the Check to Make Active box is selected.
  5. Enter an email address that should receive email notifications in the text field, if needed.
  6. Click Add to add the email address to the distribution list. Multiple email addresses can be added. (Some addresses may receive notifications automatically if shipment notifications are enabled in the entity or Customer Hierarchy.)
  7. Enter any comments to be added to the shipment notification emails in Add Comments.
  8. Select a Reporting Exception Reason from the dropdown menu.
  9. Click Save Shipment to create the shipment, Continue to enter additional information, or Cancel to discard the shipment.

Rates

  1. Click Show Costs to see and compare all shipment sell rates to load costs and review margin impact. This button is only available when the shipment has cost rate attached to it.
  2. Click Get Rates to automatically assign charge rates to the shipment. (Optimiz will contact the rating system to retrieve the default carrier costs and customer charges for the shipment. If no charge rates can be found and the customer requires them, a Missing Charge Rate exception will be added to the shipment.)
  1. Click Add New Record to view or edit the charge items associated with the shipment. (See Manage Charge Rates for additional details.)
  1. Click Save Shipment to create the shipment or Cancel to discard it.

Result

The crossdock shipment is created in Unassigned status. If transportation is required, it must be assigned to a load in Dock Planning. Once the crossdock shipment leaves the consolidation hub and the check call departure has been entered, the shipment will be updated to In Transit.