Bills of Lading
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Bills of Lading
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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 Carriers will autofill when creating a Bill of Lading
- Default Ship method will autofill when creating a Sales Order
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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