Create a BOL

 This article will explain step by step instructions on how to create a BOL. Need quick instructions? Please refer to the Quick Dispatch article referenced below.

For more in-depth steps/related articles, please refer to the following:

• Quick steps to create a BOL and a Trip see Quick Dispatch
  

• Creating BOLs with more than one destination/consignees, see Create a Single BOL with Multiple Destinations/Consignees

• Splitting a Load/BOL see How to Split a Load/BOL in Dispatching
  

Alert: OEM and Non OEM VINs CANNOT be co-mingled on the same BOL

Quick Look:

• From "Daily Work" > Select "Dispatching"
• Click "New Order" button
• Enter details in sections >"BOL info" > "Addresses" >"Dates" 
• Add VINs in VIN section:  Select "OEM VINs"/"Oth VINs" tab > Drag and drop to VIN section OR use "Add VIN" button to add manually
• Add charges >"Charges" section
• Click "Create Order" to save

 

Create a BOL

1. Beginning at Daily Work, select Dispatching.

2. Click the New Order button.

3. The BOL is now in the Order Entry window. Set all of your Order's General Information.

• BOL# (This automatically populates, if you'd like to change your BOL sequence, go to > Settings > Change Next BOL#)
  
• Shipper BOL# (This number is provided to you by the Shipper)
• Consignee PO# (This number is provided to you by the Consignee)
• Payment (Select One)
• Date Created (Auto populates)
• Status (Auto populates)
• Tracking Number (Auto populates)
• Is OEM? (Check if OEM, uncheck if not, this will change the workflow on the app)
• 1 + INOP?  (if one or more vehicles are inoperable)
• Pickup Sigs Required? (If checked driver must get pickup signatures)
• Delivery Sigs Required? (If checked driver must get delivery signatures)
• Contactless Pickup (If checked no contact for signature, done via email)
• Contactless Delivery (If checked no contact for signature, done via email))
• Net (payment terms)
• Trip (If Trip already exists, select the Trip)
• Miles (if connected with PCMiler; auto populates via "Get Mileage" button)
• Total Valuation (Auto populates if VIN(s) valuation is recorded)
• Auction Code (Select One)
• Vehicle Payment Status (Select One)
• Board (Select One)
• Payment Date (Date payment is made)
• Payment Type (Select One)
• BOL Notes (Free-form type any notes you want on the Order, Driver can see these)
  
• Dispatcher Notes (Free-form type any Dispatcher notes you want on the Order)

4. Click on the Addresses drop-down then input your BOLs Pickup, Delivery and Billto  addresses/locations.

• Pickup (Pickup location)
• Delivery (Delivery location)
• Billto (Who is paying for the move)
• Add/Edit (If you need to add or edit the Pickup/Delivery/Billto Customer)
• Lookup (Access Customer Lookup)

5. Click the Dates drop-down, to set Estimated Pickup and Delivery dates/times (Not required). Actual Pickup Date and Actual Delivery Dates will be filled out by the driver's apps. 

Tip: If your Drivers are using the Driver app, these will auto populate as they Pickup/Deliver, otherwise you can input these yourself.

6. Then Add VINs to your Order, there are two methods, both described below:

REMINDER: OEM VINs and NON-OEM VINs should NEVER be co-mingled on a single BOL.  This will prevent you from getting the entire BOL finished.

First Method:

a. Click the Add VIN button at the bottom of window, to manually input one VIN at a time into the system. 

b. Enter the VIN information, click the OK button when finished.

Second Method:

a. Go to Tabs above BOL's, click the needed VIN tab (OEM VINs or Oth VINs).

b. Next, click on the VIN/range of VINs you want to add. Hold, drag and drop them into the VIN section of the BOL.

Note: Press and hold the ctrl key to select multiple VINs at a time.

Drag and Drop:

7. Lastly, add Charges as needed in the Charges window.

a. Freight, Fuel, Accessorial, Other (will auto populate if oem/edi movement; or enter manually on each VIN)

8. To finalize and save, click the Create Order button.

 

This concludes the steps of how to Create a BOL.

If you have any questions, you can contact us at [e-mail] or call

760-267-9040