Creating New Shipment with Standard Template using Rate Quote Mode

This topic lets you create a new shipment using the Rate Quote Shipping mode. ShipExec automatically ranks the ideal service that will deliver your package based on rate. You will not have any services available to choose from. You can also create a new shipment using a Load. 

Note: The shipping mode is configured by your company or site administrator.

  1. On the Shipping tab, click Shipping and Rating.

  1. Click New Shipment.

Note: The New Shipment button resets the user interface to its initial default state.

  1. Select the shipper's name from the Shipper drop-down list.
  2. Click the Ship Date icon and select the ship date from the calendar.
  3. Select the payment terms from the Payment Terms drop-down list.
  4. If applicable, select the appropriate billing type check box (Third Party Billing, Bill Consignee Third Party, or Brokerage Third Party Billing).
  5. If applicable, select Add from the Select Action drop-down list, then select the applicable address book from the Select Address Book drop-down list.
  6. Complete the address boxes.
  7. Optionally, enter the consignee's email, phone, fax, account, and tax information in the appropriate boxes.
  8. In the right panel, click the General tab.
  9. In the Weight box, enter the package weight and select the weight unit from the drop-down list.

Note: If you have a scale attached to ShipExec, the Get Weight button is available.

  1. Select the packaging type from the Packaging Type drop-down list.
  2. If applicable, click the Accessorials tab, select the appropriate button, and then select the appropriate check box(es).
  3. If applicable, click the Int'l tab and complete the required boxes.

Note: When selecting Documents Only from the Int’l tab, commodity level information is not required.

  1. If applicable, click the Hazmat tab and complete the required boxes.
  2. If applicable, click the Reference tab and complete the required boxes.
  3. If applicable, click the LTL tab and complete the required boxes.
  4. If applicable, click the Visibility tab, select the appropriate notification button, and then select the appropriate check box(es).
  5. If applicable, click the Goods tab and add your commodities.

Note: When selecting Documents Only from the Int’l tab, commodity level information is not required.

  1. Click Ship. ShipExec displays the ranked rates and services.

  1. Click the service you want to use. (Note: If you select a service other than the top-ranked service, you must enter a reason in the Reason for Upgrade box that appears at the bottom of the screen.
  2. Optionally, click the Show Errors check box to view additional information.
  3. Click Ship.
  4. Do one of the following:
    • Click Print Document to print your label, then click Next to print the next document.
    • Click Print All Documents to print all documents for the entire shipment.
    • Click Print All Package Documents to print all the different documents associated with the current package.

 

Related Topics

Creating New Shipment with Standard Template using Ship by Date Mode

Creating New Shipment with Standard Template using Ship by Service Mode

Creating New Shipment with Standard Template using Priority Shipping Mode

Creating a New Load Shipment

Building a Shipment

Repeating a Shipment

Showing Last Shipment

Voiding the Last Shipment

Obtaining Weight from a Scale

Rating a Shipment

Validating Address from Main Shipping Page

Adding a New Package

Deleting a Package