Bills of Lading

    Bills of Lading


    Article summary

    A Bill of Lading is a detailed list of a shipment of goods. Usually it's in the form of a receipt given by the Carrier to the person consigning the goods.

    See Creating a Bill of Lading, Signing a Bill of Lading, and Sending Customers an Email Update on Orders.

    Default Carrier:

    Set a default Ship method and default Carrier for each customer within the Customer profile page.

    default ship to.png

    default freight carrier.png

    • Default Carriers will autofill when creating a Bill of Lading

    create bill of lading default freight carrier.png

    • Default Ship method will autofill when creating a Sales Order

    create sales order default ship to.png

    Note:

    • Bills of Lading should not be confused with Steelhead's Bills feature
      • Vendors can be paid using the Bills feature
    • They also should not be confused with Billed Time
      • Billed Time is information about Part transfers that Steelhead tracks automatically

    Email Files:

    If needed, you can attach User files to Bills of Lading.

    • Enables adding, editing and moving User files attached to Bills of Lading
    • Has the same functionality as other User files
    • Shows in "Uploaded Files" page as well as the Bill of Lading page (and Bill of Lading on Shipping dashboard)
    • There is also the ability to click a checkbox to attach the file(s) to an email
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