Check In a Shipment

Overview

Shipment information can be updated directly within the Document Check In Required search grid. General information can be updated by clicking on the information to be updated and editing as necessary. Information that can be updated includes:

  • Pieces
  • Weight
  • Piece Type
  • BOL number
  • Carrier Pro number
  • Customer Reference ID
  • No Class on BOL
  • NMFC Class

Once all necessary changes have been made, the shipment should be Checked In. This confirms that the information in Optimiz matches the information from the shipment's paperwork.

Prerequisites

Before you can update shipment information, you must access the Document Check In Required tile. See Access Document Check In Required.

Process

To Check In a Shipment:

  1. Search for the shipment to be updated, if needed. See Search for a Shipment.
  2. Select the image(s) from the Available Images column that matches the shipment to be checked in. If no images are available in Optimiz for the selected shipment, the images may be available on the LTL pickup carrier's website. See Get Carrier Images for details. (Not all carriers support getting shipment images in this manner.)
  3. Review the information displayed on the image, and compare it to the information in the grid. If the pieces, weight, piece type, and BOL number do not match, update the data in Optimiz directly in the results grid.
  4. Click Check In.

The Check In page opens.

  1. Click Edit if the shipment needs to be updated.
  2. Enter the BOL number or click None if the shipment does not have one.
  3. Enter the Carrier Pro number or click None if the shipment does not have one.
  4. Click Check In to confirm that the shipment's information in Optimiz matches the paperwork received.

Result

All information is updated and the shipment has been checked in.

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