The BOL/DO function generates a Bill of Lading for an assigned move in the Order screen. It can be used to reprint or email a BOL for a move assigned to an internally assigned driver or an external vendor. Only BOL's can be regenerated through this function. Only uncompleted assigned moves are available to select in this function.
Use BOL/DO when you need to:
Reprint a Bill of Lading for a move already assigned.
Email a PDF copy of the BOL to yourself (the user).
Retrieve BOL documentation for a move assigned internally or to an external vendor.
Query the applicable Pro in the Order screen.
Locate the BOL/DO button in the upper right-hand corner of the screen. (As below)
Left-click BOL/DO to open the Generate Bill of Lading/Delivery Order window.
Note: Only moves that have not yet been updated with a date/time will display and be available for selection in this window.
When the window opens, it displays a table of the Pro's uncompleted assigned moves. (See example below)
Driver — the driver number and company or carrier name assigned to the move.
Origin — the pickup location code and facility name/address for the move.
Destination — the delivery location code and facility name/address for the move.
Status — the current status of the move (e.g., Empty).
Miles — the mileage associated with the move.
Pickup Date — the scheduled pickup date for the move, if one has been assigned.
A counter at the bottom left of the window ("X of Y move(s) selected") updates as moves are checked. The Generate BOL/DO button remains inactive until at least one move is selected.
Left-click the checkbox next to the applicable move to select it. The selection counter updates, and the Generate BOL/DO button becomes active. (As below)
To also receive an emailed PDF copy of the document, left-click the Email checkbox before generating. (As below)
Left-click Generate BOL/DO to produce the document. A document viewer opens displaying the completed Bill of Lading.
Important: At least one move must be selected before the Generate BOL/DO button will activate.
The document viewer displays the Bill of Lading for the selected move, along with print and download options. (As below)
If the Email checkbox was selected before generating, the PDF is also sent by email from [email protected], with the subject line "Bill Of Lading :: div-pro: [Pro number]" and the document attached as a PDF file. (See example below)
Use the print or download icons in the document viewer toolbar to print or save the BOL.
Close the document viewer to return to the Generate Bill of Lading/Delivery Order window.
Left-click Close to dismiss the Generate Bill of Lading/Delivery Order window without making further selections.
