Create Bills of Lading

Overview

You can create a Bill of Lading (BOL) from a Warehouse Shipment (Whse Shipment).

Creating the Order Level BOL

1. Open the App Launcher and search for Whse Shipment.

Select Create BOL from a posted Warehouse Shipment. Ensure that a Shipping Agent is defined on the shipment before starting the BOL process.

 A new BOL will be created with all information populated from the Warehouse Shipment. You can edit any necessary details.

If the Freight Terms are set to Third Party, make sure to populate the Third Party billing information.

Printing Straight Bill of Lading

• If the BOL is for a single shipment, select Print Straight BOL to generate the document.

• If the BOL is part of a larger shipment (included in a Master BOL), continue creating BOL documents for all Warehouse Shipments without printing the Straight BOL.

Example: Straight Bill of Lading PDF.

Master Level BOL Creation

Once the Order Level BOLs are created, proceed to the Master BOL process:

• From one of the Order Level BOLs, click the Clone button.

  • This will create a new BOL, copying all the header information from the Order Level BOL.

• Click Edit to modify the BOL.

• Check the Master Bill of Lading field.

• Edit the Alt Shipping Address and any other necessary details.

Consolidating the BOLs

After creating the Master BOL, link the Order Level BOLs to it:

• From the Master BOL, click Consolidate.

• A list of all Order Level BOLs not yet linked to a Master BOL (with the same Sell-to Customer) will appear.

• Select the BOLs to add by checking the Select field.

• Click Add to Master.

• The selected Order Level BOLs will now appear in the BOLs-related section of the Master BOL.

Printing the VICS Document

• From the Master BOL, select Print VICS BOL.

  • This will generate a report that prints the Master BOL document along with all associated Order Level BOL documents.

Example: BOL VICS PDF.

Editing the Master BOL

If you need to edit the Master BOL:

• Click the Consolidate button on the Master BOL.

• You can add additional BOLs or remove existing ones from the Master BOL as needed.