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Bill of Lading (BOL) Management Tutorial

BOL Management

Our BOL Management tool gives you access to templates, drafts and submitted BOLs that you created in our Create Bill of Lading tool.

Templates

Our BOL tool allows you to save information you will use repeatedly in a BOL template. First, you Create a BOL, entering all the information that will be recurring, then click Save as Template before submitting your BOL.

Then, we make managing your templates simple: Click Manage Templates to see a list of your saved templates.
Note: If you have not saved any templates, this option will not be available. Click Create Bill of Lading in the Shipping drop-down mentu to begin the process.

Click BOL Management at the top or bottom of the Manage Templates screen to return to the BOL Management main page.

Select a BOL template from the drop-down list" onMouseover="ddrivetip('Select a BOL template from the drop-down list, then click Edit, View or Delete:

  • Edit: Although you will be editing your template, the process is similar to creating a BOL. Please refer to Create Bill of Lading, Step 1.
  • View: The Preview BOL page will appear. You may perform several actions from this page.
  • Delete: A box will pop up, asking you whether you are sure you wish to continue. Click OK to delete the template and close the confirmation window or Cancel to close the confirmation window.

Drafts

Our BOL tool allows you to save BOLs in progress as Drafts. Click Manage Drafts to see a list of your saved drafts and delete those you don't plan to complete.
Note: If you have not saved any drafts, this option will not be available.

Click BOL Management at the top or bottom of the Manage Drafts screen to return to the BOL Management main page.

  1. Select a BOL draft from the drop-down list.
  2. With a draft selected in the drop-down list, click Delete. A message box will appear, asking you whether you're sure you want to delete. Click OK or cancel.

View Submitted BOLs

Click View Submitted BOLs to see a list of your submitted BOLS.
Note: If you have not submitted any BOLS, this option will not be available. Click Create Bill of Lading in the Shipping drop-down menu to begin the process.

Click BOL Management at the top or bottom of the View Submitted BOLs screen to return to the BOL Management main page.

  1. Enter search criteria in one or more of the boxes.
  2. Click View to see the submitted BOLs that meet your criteria.
  3. Select the BOL you want to view, then click Continue; the BOL Preview page appears. Refer to the Preview Your BOL section of FAQs.