Shipping Steps and Conveyances

Use Shipment Steps to track shipper in the carrier field

Entering Shipment Steps

To get to Shipment Steps, change the view from Shipment to Shipment Steps by clicking on the navigation tree icon with the red “2” by the Shipment Name in the Record Hierarchy.

Required fields

Step Number: numerical order for shipments with multiple steps, if only one step, there is no need to edit this field

Shipping Method: select from authority list

Carrier: link shipper constituent here

Each shipment record automatically has one step. To add additional steps, click the blue down arrow to the right of the shipment name, and select “Add New Shipment Step”

*Departure Date required to run shipping report.

Outgoing Shipment

Ship from contact is required to run the report, name, phone, and email.

Shipment Objects

One at a time, select each object in the shipment from the drop-down list at the left column.

Select appropriate valuation in the Insured value (object) field. Below click to include the necessary component(s) and click the magic wand icon to autofill the value selected above.