Send BOLs to History

The purpose of sending your BOLs to History when you're done is to keep your system working fast and efficiently. By keeping your work queue clean and fast it makes working with your on hand Orders and Trips much easier.

There are two places to send BOLs to History from - Dispatch, which is useful if you are only sending one, and from BOL Dashboard where you can still send one but have the convenience to send BOLs in batch/bulk. Both options are described below.

 

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

• To know how to restore a BOL from History see the Restore BOLs from History article.

 

Alert:

1) If this is an OEM movement, the system will prevent moving to history until payment is approved.

2) If you have QuickBooks integrated with GoPhore, the system will PREVENT you from sending BOLs to history until they have been sent to QuickBooks.

 

Quick Look:

Sending From Dispatch

• From "Daily Work" > Select "Dispatching"
• Select "BOLs" Tab > Locate BOL
• Hover over BOL > Click "Send to History"
• Click "Yes"

Sending from BOL Dashboard

• From "Dashboard" > Select "BOL Dashboard"
• Click on BOL(s) needed to send
• Click "Send to History"
• Click "OK"

Sending From Dispatch

Reminder: When sending from "Dispatch" you can only select one BOL at a time.

 1. Beginning at Daily Work, select Dispatching.

2. Select the BOLs tab, then hover over the BOL you want to send to History, click on the Send History button.

3. Click the Yes button to send to History.

a. Confirmation BOL was sent to History appears, click the OK button.

Your BOL is no longer in your working queue and is now in History. 

Sending From BOL Dashboard 

Reminder: When sending from "Dashboard" you can select more than one to send in batch/bulk.

 1. Beginning at Dashboard, select BOL Dashboard.

2. Select the BOL/BOLs you desire to send to History by clicking on each of them.

3. Click on the Send to History button located at the bottom of the screen.

4. Go ahead and click on the Ok button to send to History.

a. Confirmation you sent BOLs to history appears in the upper right corner of your screen:

      Your BOLs are no longer in your working queue and are now in History.

This concludes the steps on how to send BOLs to History.

If you have any questions, you can contact us at [e-mail] or call 760-267-9040