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1. Go to tab
Prep Client -
Shipments and create a new shipment by clicking the button
Create shipment.
2. Select the company in the
Company tab, if you have several companies. Select type of the shipment
Pick up from warehouse in the
Shipment type tab.
3. Indicate the prep center you want to send or pick up from and click
Next.
4. Click the
Product search button and select the product you want to pick up.
5. Find the product in the opened window by using available filters.
6. Click on the
+ button, to add product.
7. Add certain quantity of boxes or units by choosing
Measure and indicating
Qty.
8. Open
Notes to enter the information about how you want to pick up the product. To do it the driver has to have at least a signed BOL.
9. Download the file with detail description of shipment and give it to the driver, if you sent your car to take the product.
10. Attach transport labels by clicking
Files.
11. Send the shipment to the prep center to fulfil.
12. If you need to change the shipment, recall it by using the
Recall shipment button.