Introduction

The SureShip BOL Master form can be used to quickly review and update various types of Bill of Lading (BOL) information, both before and after shipment finalization. It is also used to generate (or regenerate) shipping documentation. 

New records are automatically added to this form on new BOL creation, and deleted on BOL undo or merge. Values within each record are populated according to data entered, selected, or generated during order entry and/or shipment processing, though some fields can be manually overridden.

This article describes how to navigate this form.

SureShip BOL Master

The SureShip BOL Master form contains a list of all in progress and completed BOLs for the current site, and is searchable through data filters. The header for each record contains general information such as BOL status, shipping warehouse, customer and ship-to, shipping date, total number of packages, total shipping weight, etc.

The Status field indicates whether a shipment is pending finalization (“Open”) or has already been finalized (“Shipped”). Some updates can only be performed on BOLs that are in “Open” status.

The Status field is manually updatable. The “Ready to Ship” status is optional and can only be assigned manually from this form.

General tab

The General tab contains information related to:

• Carrier and ship via.
  
• Shipment tracking.
  
• Shipment authorizer.
  

Shipment authorizer is optional and can only be entered manually from this form. It is used to populate select shipping document types.

• Special handling instructions.
  

Special handling instructions are optional and can only be entered manually from this form. It is used to populate select shipping document types.

• Collection and prepaid transportation charges for the BOL.
  
• Which types of shipping documentation have been generated for the BOL, designated by checkboxes.
  

Click one of the shipping document type buttons to be taken to its respective document generation form. From there, you may select desired print options, preview, or print the document, regardless of whether or not it was previously generated.

Charges tab

The Charges tab further breaks down transportation charges for each order included on the BOL.

Pick Lists tab

The Pick Lists tab contains information about all units selected for the BOL, including:

• Relevant Pick List numbers, order, line, and release items (left table).
  
• Item codes, quantity ordered vs. shipped, lot numbers (if applicable), picking location, etc. (upper-right table).
  
• Serial number information, if applicable (lower-right table).
  

Packages tab

The Packages tab contains package-specific information such as package types, dimensions, weights, tracking information, etc. The lower section contains and expandable, hierarchical breakdown of what units were added to which package, and what child packages were loaded onto which pallet, if applicable.

Consignee tab

The Consignee tab contains contact and tax information for the party that will ultimately receive the shipment. It is automatically populated from the BOL’s customer ship-to address, but may be manually overridden before finalizing the shipment.

Consignor tab

The Consignor tab contains contact information for the party that sends out the shipment. It is automatically populated from the shipping site’s warehouse settings, but may be manually overridden before finalizing the shipment.

Invoicee tab

The Invoicee tab contains contact and tax information for the party that will be invoiced for the shipment. It is automatically populated from the BOL’s customer bill-to address (ship-to "0"), but may be manually overridden prior to finalizing the shipment.

Other tab

The Other tab contains contact and tax information for the producer and exporter of an international shipment, if applicable. It is automatically populated with the consignor’s (shipper's) information, but may be manually overridden before finalizing the shipment.

Freight Forwarder tab

The Freight Forwarder tab contains contact and tax information for the freight forwarder defined for a shipment, if applicable. It is automatically populated from selections made during order entry, but may be manually overridden before finalizing the shipment.

Select a Customer number and Ship To address number to automatically populate the fields below. Otherwise, skip these two fields and manually enter the appropriate data.

Third Party tab

The Third Party tab contains the contact and tax information for the third party freight company defined for a shipment, if applicable. It is automatically populated from selections made during order entry, but may be manually overridden before finalizing the shipment.

Select a Customer number and Ship To address number to automatically populate the fields below. Otherwise, skip these two fields and manually enter the appropriate data.

Broker tab

The Broker tab contains contact and billing information for the broker defined for a shipment, if applicable. It is automatically populated from selections made during order entry, but may be manually overridden before finalizing the shipment.

Select a Customer number and Ship To address number to automatically populate the fields below. Otherwise, skip these two fields and manually enter the appropriate data.

References and Related Articles

Order Entry Overview

Packing, Shipping, and Post-Shipment Overview