Q1 2024
TMS RELEASE NOTES
GA: 4.1.24
Last Updated: 3.25.24
Release Summary
Greetings from Freightwise Product Management! This document serves as the official Release Notes for our Q1 24 Release.
The key themes of this release were:
Client Driven Enhancements
This release focused on several highly requested features by clients. These include the ability to generate Blind Shipment documents, being able to set default shipment instructions, and adding accessorial data to the client invoice report.
Shipment Enhancements
This release includes several enhancements to the Shipments tab including the popular Step by Step creation process, BOL labels, and usability improvements. These enhancements fit in line with our ongoing initiative to improve the Shipments tab to be the primary place that a user can execute all their shipping needs.
Please continue reading below to learn more about our Q124 release.
If you have additional questions, please reach out to your account manager, customer success director, or product management team.
Client Driven Enhancements
Blind Shipment Capability
Overview:
When a seller does not wish for the customer to know who the original supplier/ actual shipper of the goods is, the BOL sometimes needs to be modified to support this. The use case for this is typically requested when a distributor wants goods shipped directly from the supplier to the customer.
Implementation:
- Generate a Blind Shipment BOL pdf and Blind Shipment Labels from the gear icon on the Shipment or BOL tab
- The Blind Shipment Documents will exclude any client logos, names associated with addresses and client name in the default shipping instructions
Default Special Instructions Company Setting
Overview:
Clients can now set default Special Instructions to appear on all BOL pdfs through a new company setting. Special instructions are found on the BOL pdf document and are typically used for information such as liability details, standard pickup or delivery instructions, phone numbers, etc.
Implementation:
- Company Management → Company Settings → Global → Default Special Instructions
- Note: This company setting will impact the BOL that is generated from both the BOL and Shipments tab
Accessorial Data added to Client Invoice Report
Overview:
Accessorial data has been added to the Client Invoice Excel report to allow for analysis to be run on accessorial data. Prior to this release, accessorial information was only available through a manual lookup process of each individual shipment and was not provided on any automatically generated reports.
Implementation:
- Navigation: Client Invoice Excel
- Raw Freight Tab → Starting in column AG
- Raw Parcel Tab → Starting in column AJ
- Key Notes:
- Available for all clients who use Version 2 of the client excel report
- Available to clients on the legacy rater and the multi-mode rater
- Accessorial data will show on current and historical client invoices
Shipment Enhancements
Step by Step Shipment Creation
Overview:
The Step by Step creation process that is used on the BOL tab has now been added to the Shipments tab. This enhancement is part of a larger effort to bring a similar set of functions to the Shipment tab, as we move clients to this TMS standard workflow.
Implementation:
- No set up necessary, this new process will show for all clients when manually creating a shipment.
- The Stepper contains 3 screens:
- Details: No fields required. Add reference numbers, addresses, dates
- Commodities: At least 1 commodity required to move forward
- Accessorials: None required
Create BOL Label pdf from the Shipments Tab
Overview:
Users can now generate BOL Labels (pdf) from the Shipments tab. This is also part of our ongoing effort to enhance the Shipment UI and refocus clients on executing daily functions from the Shipment object.
Implementation:
- Available under the gear icon on a shipment
Visibility of Error Messages
Overview:
We received feedback from users that having the error messages at the bottom of the shipment screen created a confusing user experience with users often missing the error message. We have now moved the Error Messages to the top of the screen to provide easier visibility.
Implementation:
- No implementation required. This will automatically be seen on the Shipments tab when errors occur
LCC Carrier vs Selected Carrier
Overview:
Feedback was received that the rate screen (on the multi-mode rater) was not clear to users. The challenges were with which carrier was selected and the ‘LCC’ pill, which led us to simplification and ease of use enhancements with the Rate Results panel.
Note, the Status column was removed and information was arranged in a more clear manner.
Implementation:
- The new UI will be seen immediately upon release (4.1.24) on any entity that shows rate results (Shipment, BOL, Rates Tabs)
- There will be 3 key changes:
- The state column previous to the left of the carrier column and showing a green check or red triangle will be removed to prevent confusion
- A green outline and checkmark will indicate which carrier is the selected carrier
- The LCC rate will be highlighted in a green pill icon for quick visibility
Hours of Operation Shown on a Shipment
Overview:
Hours of Operation in association with an address will now be shown and able to be edited from the shipment screen.
Implementation:
- Hours of Operation for Branches or Locations will automatically populate if they have been set at the company management level.
- Select the edit button on the main shipment panel to add or adjust the hours of operation for an address.
- The Hours of Operation will be included in the api pickup request to LTL carriers.
BOL Improvements
Overview:
In this release, several minor enhancements were made to improve the BOL pdf.
- Delv # will now show on the BOL pdf
- Nested Commodities will correctly show
- Branch Specific logos will correctly show
- A copy of the BOL pdf will be saved to the Files Panel
End
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