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      Bills of Lading
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        Contents

        Bills of Lading

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          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 "Using the Shipping Dashboard" for more information.

          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.
            Screenshot 2024-07-31 at 10.32.58 AM.png

          Screenshot 2024-07-31 at 10.33.31 AM.png

          You can also create Bills of Lading after invoicing is done, here's a tutorial video to show how.

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