Create a Single BOL with Multiple Destinations/Consignees

This article will explain how to create a single BOL with multiple Destinations/Consignees.  

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

• How to create a BOL, see the Create a BOL article.

• How to create a New Customer see the How do I Quickly Create/Edit a Customer article.

• Steps to adding a BOL to a Trip, see the Dispatch a BOL onto a TRIP for a Driver article.

Quick Look:

• From "Daily Work" > Select "Dispatching"
• Access or Create your BOL
• From "Order Entry" window > Click "Add VIN"
• Enter VIN > Click "Add/Edit" button (If Adding, first delete existing, then "Add/Edit")
  
• Add New Consignee/Delivery or Edit Consignee/Delivery
• Click "OK or "Save" then "OK" (BOL is updated but NOT Saved)
• To Save: If New Order: Click "Create Order" > Click "OK"
• To Save: If Existing Order: Click "Update Order" >Click "OK"

Multiple Destinations/Consignees

1. Beginning at Daily Work, select Dispatching.

2. If existing BOL, from the BOLs tab, locate and hover over the BOL, click on the Edit button.

If working on a New BOL, skip to step 3 below.

3. If this is a New BOL, click the New Order button. 

4. BOL is in the Order Entry window, click on the Add VIN button (not on the drop-down arrow).

5. Enter the VIN into the VIN field.

Note: The Consignee defaults to the current Consignee on the BOL.

6. Click on the drop-down arrow of Consignee/Delivery window and select or type in the Consignee you want to add. Click the OK button when done.

 If you need to Add/Edit a New Consignee, skip this Step and proceed to Step 7

If done selecting Consignee, skip Step 7 below and proceed to Step 8.   

7.  To Add/Edit a New Consignee/Existing Consignee directly from the VIN window.

Add New Consignee:

a. Highlight and delete current Consignee in Consignee/Delivery field, then click on Add/Edit button.

b. Customer Information window opens: 

c. Add the new Consignee information/details, click on Save button when done, then click on the "x" in upper right corner to return to previous screen.

d. You are back at the VIN Edit window. The New Consignee is now added. Click the OK button.

Edit Existing Consignee:

a. From the same VIN window, click on the Add/Edit button.

 

b. Edit information, click on Save button when done, then click on the "x" in upper right corner to return to previous screen.

c. Click on the OK button.

8. Save the Destination/Consignee to the BOL:

a. If an existing BOL click on the Update Order button.

b. If a New BOL, click on the Create Order button.

9. And last, click OK on the BOL updated button.

The BOL is now split into multiple destinations and ready to be added onto a Trip:

This concludes the steps to adding multiple Destinations/Consignees to a single BOL. 

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

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