TMS RELEASE NOTES
Greetings from Freightwise Product Management! This document serves as the official Release Notes for our Q3 2023 Release. Q323 focused on 4 key themes and included a multitude of different functional enhancements.
The themes were:
- Regional Parcel
- As we bring to market our new regional parcel program, we continue to expand our list of carriers available, with Lone Star Overnight, and DHL ecommerce. Additional carrier support will be a recurring theme as we move into 2024.
- User Experience
- This includes enhanced shipment management, batch rating with multi-select capabilities, improved invoice grid UI, and more.
- Data Availability and Enhanced Reporting
- This release includes a new freight invoice grid, the addition of shipment cost columns, and more complex reporting.
- Integration and Infrastructure
- We are excited to bring to market our new Public API enhancements that provide automation to manual processes, as well as a technology update with SAML.
Please continue reading below to learn more about our Q323 release.
If you have additional questions, please reach out to your account manager, customer success director, or product management team.
Regional Parcel Carrier Connectivity
In this release, we continued to deliver new carrier options and connectivity to support our regional parcel offering. This effort included rollout of additional carrier support, adding to our available carriers. We now support the following carriers:
- LSO (Lone Star Overnight)
- DHL ecommerce
- API connectivity now exists for the above listed carriers.
- This includes APIs for rate quotes, labeling, and tracking
- Clients approved to use FreightWise regional parcel contracts can utilize these carriers for execution.
Enhanced Freight Invoice Grid
In this release, we updated the Invoice Grid to a new, enhanced user interface (UI) that includes the ability to:
- Filter invoice data in a more user-friendly manner
- Rearrange columns in custom order
- Add/ remove new optional columns
- Generate Ad hoc invoice reporting through export to CSV
- Filter one or more columns through advanced filter options
- Rearrange Columns in a user-defined sequence
- Include additional columns and attributes: EDI, BOL #, GL Code, Terms, Rated Total, PO #, SO #, Pack #, Cust #
- Download a CSV file with custom filtered data
Shipment Cost Columns Added to UI and Reports
- New Shipment Cost Columns add visibility into the make-up of shipment costs.
- Accessorial column provides the list of the accessorials included in the cost bucket.
- Note: We continue to summarize accessorial costs by category, but this enhancement allows users to now see what accessorials were included.
- LCC Rate Details : Carrier, Rate, Freight Cost, Fuel Cost, Accessorial Cost now available.
- Selected Carrier Rate Details: Carrier, Rate, Freight Cost, Fuel Cost, Accessorial Cost now available .
- Clients must be on the multi-mode rater to access this information.
- Visibility of the cost breakdown (Freight, Fuel, Accessorial) is controlled by a new user role.
Optional GL Code Column in Shipment Report
- A new optional GL Code Column on the Shipment grid provides visibility to GL Codes in the UI and the shipment report.
Batch Action for Rating
In Q2, we delivered the foundation for batch processing, also known as ‘multi-select actions’. This functionality allows users to efficiently process large load requests of manual actions by setting up a background queue.
Use Case: Select multiple objects (ex. Shipments) and execute 1 action on all, with one click of the action button.
In this release, users can now rate multiple shipments at once through the shipment grid screen.
- Batch rating is available for any shipments in the “Ready to Manifest” or “Planned” States.
- Shipments in a Batch rate will show a “Queued” icon in the new Rated column.
- Users must manually refresh the grid to see which shipments have successfully rated.
Pallet DIMs Added to BOL pdf
Pallet dimensions are now listed on the BOL pdf. Previously, the BOL PDF only showed the DIMs of the child commodity and not the pallet. This resulted in some clients having higher shipment costs due to carriers inspecting each shipment and adding an inspection fee and potential re-classification of products. This change is seen in the handling units section, as noted in the screenshot below.
Ability to Edit Pack # on a BOL after Delivery / Complete
Users can now edit the Pack # field on a BOL after it is in a final state (ex. Complete, Delivered, etc).
The Pack# field is displayed on the Client Invoice Excel report. If desired, users now have flexibility to utilize this field as a ‘user-defined’ (aka custom field) to the Excel.
Use Case: Client wants to use the Pack # field to label/represent “Delayed” or “Damaged” shipments, to analyze data with carriers, such as to help with adhoc carrier scorecards.
This field can be used in a variety of ways, to support unique shipment reporting requirements.
Create Shipment from a Rate
Clients using the Multi-mode Rater can now create a Shipment directly from Rate request results.
- All details from the Rate Screen will be automatically copied over to the shipment,
- The Shipment will be linked in the Recent Rate Results
- Note: Since a Shipment will be created from the rate, a user/client will need access to the shipments tab. Please reach out to your CSD if you do not have access to this tab.
Create BOL Label pdf from Shipments tab
Users can now generate BOL Labels (pdf) from the Shipments tab. This is part of our ongoing effort to enhance the Shipment UI and refocus clients on executing daily functions from the Shipment object.
- The option is now available, as seen below:
New Login Screen
Users will now see a new UI when logging in to FreightWise. The background image will change in accordance with our quarterly releases.
Integration and Infrastructure
Automated Execution (APIs)
Each quarter we strive to enhance Freightwise’s API capabilities. This quarter we added a series of Public API endpoints that can be used to automate the shipment execution process. These endpoints provide the ability to execute a shipment lifecycle through the Public API, without managing it via our TMS user interface. When configured and integrated correctly, this eliminates the need to ‘click’ through the shipment process flow in FreightWise. Shipment updates can pass between FreightWise and upstream systems automatically.
- The diagram below describes the automated execution functions and flow that can now be implemented.
- Clients can choose to implement one or more of these APIs, independently.
- Integration testing by the client is required for implementation of these APIs, and should be part of all project plans.
Reach out to your CSD or Account Manager if you are interested in utilizing any of the new API connections.
SAML is a form of Single Sign on (SSO) which allows users to have access to multiple platforms through one set of login credentials. It is often connected through the company’s email domain so the login credentials are the same as the user’s email login. SAML provides:
- Increased security because login credentials are stored with the Identity Provider and not within Freightwise.
- Improved user experience by only having to remember one set of login credentials.
- SAML is completely optional and will be set up on a client by client basis, as requested.
- We should be pushing clients in this direction, as this makes the system more secure and IT departments love it.