Create a BOL in the App

This article will explain how to create a BOL directly from the Mobile App.

A Driver can only create a BOL if they have an Active Trip assigned to them. Once the BOL is created it will automatically be added to that current Active Trip.

Note: If it is your preference that Drivers not have the ability to create a BOL, we can disable this ability for your Drivers.

 

Quick Look:

• Main screen > Tap "New BOL" button 
• For existing customer: Enter "Pickup" name > Tap "Check-mark" button
• For non-existing customer: Click "Add" button  > Add info > Tap "Check-mark" button
• Repeat Pickup steps for "Delivery" and "Bill To" fields
• Tap "Continue" button
• Tap "Tap to Add VIN" > Scan or enter VIN(s) > Add other info if needed
• Tap "Continue" button
• Add Charges/Info as needed > Tap "Continue" button
• "Ready to Send?" > Tap Yes

 

Button Legend:

New BOL    Check-mark     Continue       Previous         Add             Delete     QR Code Scanner

A variety of labeled icons appear at the bottom of each screen, tap at anytime to access that screen/function:

Create a BOL

Alert:  BOL's created in the Mobile App are automatically added to the current Active Trip.

1.  From the main screen, tap on the New BOL button.

Note: You may delete information at anytime. The delete button will delete what has been entered into the current screen you are working on.

a. New BOL Entry screen is open:

Tap on the "Previous" (left pointing arrow) button  at any time during the BOL process to return to the previous screen.

2. To begin, add the Pickup information in the Pickup field. Tap the continue button when done:

a. For existing customers start by typing the Pickup/Shipper name, select name once it appears. Then click on the check-mark to auto-populate their information.

b. Pickup information is now in place:

c. For non-existing customers simply click on the add button type in the necessary Pickup information/details.

d. Add non-existing customer and pertinent information. Click the check-mark button when done entering info.

3. Continue by entering the Delivery name/information, by repeating the same steps as with the Pickup instructions from step 2 above.

4. Complete the Name/Address fields by entering the Billto name/information by repeating the same steps as with the Pickup and Delivery instructions from step 2 above.

5. Tap the Continue button to continue creating the BOL.

a. VIN page is open:

6. Go ahead and tap the Tap to Add VIN button to Add a VIN.

7. Add VIN by either one of these three methods.

• QR Code Scanner
• VIN Scanner
  
• Enter VIN yourself

7a. Add information to other fields (Notes, etc.) as needed.

a. VIN Fields will auto populate when using scanners.

8. VIN(s) is successfully added, click on the Continue button to proceed to next screen. To add another VIN(s) tap the Tap to Add VIN button again and repeat steps.

a. The Add Charges screen is now open:

9. Add charges and enter pertinent information as needed. Click the check-mark button to continue.

10. The New BOL Entry is now complete. If ready to send, click the Yes button in Ready to Send?

11. Tap the Refresh button at the bottom of the screen.

a. BOL is now added to the current Active Trip:

This concludes the steps of how to create a BOL.

If you have any questions, you can contact us at Support@autocarriersoftware or 760-267-9040