Introduction

This article describes how to create shipments in Control service.

Prerequisites

Create shipment functionality is available to organizations registered as "Shippers" on Logivity.

Instructions

Video Instructions

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Create Road Shipment

1. Log in to your Logivity account and go to Control service in the vertical navigation (1). In the shipments view click on "+ Create" (2).

2. Select "Road Transport" mode (1) and add relevant load configuration - FTL or PTL (2).

Alternatively, apply a shipment template by choosing relevant template from the drop-down (3). Click "Next" when finished. 

3. Define the stops for your shipment. There is a possibility to configure pick-up and drop-off locations as well as multi-stop if your shipment has more than one pick-up or drop-off. You can use a template for location details (1),  search for your location by typing the address in the "Address" bar (2) or enter mandatory details manually (3). Each of the locations can also be saved as a template if you wish to re-use this data next time you book a transport in Logivity Control (4).

4. Define pick-up & delivery slots. Here you enter a date for pick-up and delivery and define the earliest pick-up time / latest delivery time or a from-to time window.
You can also add location opening details and contact person(s) for pick-up and delivery. This information is not mandatory. Contact person details can also be saved as a template.

5. Next, configure carrier details using template or enter them manually. 

Select a carrier from the drop-down list and configure any additional carrier information if you wish (1).

If you are using Invoice Matching service, after selecting a relevant carrier you will need to add Carrier Branch and service information. This is necessary to connect your shipment to the correct pricelist (2). You can allow carrier to auto-accept this shipment (3), meaning that shipment will arrive to the carrier's account in already accepted state and carrier will not be able to decline it.

If you wish to utilize CO2 calculation functionality, you can specify recommended vehicle type (4). Carrier always has a possibility to update these values during transport execution.

If your organization has several departments booking under different reference numbers, you can select the applicable reference number from the drop-down (5). Lastly, add the shipment ID (6).

You can save your carrier information as a template (7) and use it next time you create a shipment for the same carrier.

6. The final step is to fill in the Transport Order details. Add your Transport order ID, and any references and messages to carrier, if necessary.

7. Configure cargo details:

• Unique transport unit is an individual item - define the dimensions and details about it. Volume will be calculated automatically.
• Transport unit group is several items of the same dimensions & weight - you can add them as a group and specify the dimensions and weight once. Total volume and weight for the group will be calculated automatically.

Unique Transport Units & Transport Unit Groups can be saved as templates (1). 
It is possible to have both types of units on the same Transport Order - you can use "Add another Transport Unit" option in this case (2). You can also add attachments to your Transport Order if necessary (3).

You can have several transport orders on one shipment. To create an additional transport order, simply click on "Add next Transport Order" button and repeat the above configuration steps.

Your shipment summary will be calculated automatically. To finalize your shipment click "Next".

8. Review your shipment details and make corrections if necessary. Click "Create Shipment" to send it to the carrier.

Create Sea Shipment

1. Log in to your Logivity account and go to Control service in the vertical navigation (1). In the shipments view click on "+ Create" (2).

2. Select "Sea Transport" mode (1) and add relevant load configuration - FCL or LCL (2).

Alternatively, apply a shipment template by choosing relevant template from the drop-down (3). Click "Next" when finished. 

3. Define the pick-up and delivery details for your shipment. You can use a template for location details (1), search for your location by typing the address in the "Address" bar (2) or enter mandatory details manually (3). Each of the locations can also be saved as a template if you wish to re-use this data next time you book a transport in Logivity Control (4).

4. Define pick-up & delivery slots. Here you enter a date for pick-up and delivery and define the earliest pick-up time / latest delivery time or a from-to time window.
You can also add location opening details and contact person(s) for pick-up and delivery. This information is not mandatory. Contact person details can also be saved as a template.

5. Next, configure carrier details using template or enter them manually. 

Select a carrier from the drop-down list and configure any additional carrier information if you wish (1).

If you are using Invoice Matching service, after selecting a relevant carrier you will need to add Carrier Branch and service information. This is necessary to connect your shipment to the correct pricelist (2). You can allow carrier to auto-accept this shipment (3), meaning that shipment will arrive to the carrier's account in already accepted state and carrier will not be able to decline it.

If your organization has several departments booking under different reference numbers, you can select the applicable reference number from the drop-down (4). Lastly, add the shipment ID (5).

You can save your carrier information as a template (6) and use it next time you create a shipment for the same carrier.

6. The final step is to fill in the Transport Order details. Add your Transport order ID, and any references and messages to carrier, if necessary.

7. Configure cargo details:

• Unique transport unit is an individual item - define the dimensions and details about it. Volume will be calculated automatically.
• Transport unit group is several items of the same dimensions & weight - you can add them as a group and specify the dimensions and weight once. Total volume and weight for the group will be calculated automatically.

Unique Transport Units & Transport Unit Groups can be saved as templates (1). 
It is possible to have both types of units on the same Transport Order - you can use "Add another Transport Unit" option in this case (2). You can also add attachments to your Transport Order if necessary (3).

You can have several transport orders on one shipment. To create an additional transport order, simply click on "Add next Transport Order" button and repeat the above configuration steps.

8. Add shipment summary - container details, incoterms and additional commercial details.

9. Review your shipment details and make corrections if necessary. Click "Create Shipment" to send it to the carrier.

Create Air Shipment

1. Log in to your Logivity account and go to Control service in the vertical navigation (1). In the shipments view click on "+ Create" (2).

2. Select "Air Transport" mode (1) or apply a shipment template by choosing relevant template from the drop-down (2). Click "Next" when finished. 

3. Define the pick-up and delivery locations for your shipment. You can use a template for location details (1),  search for your location by typing the address in the "Address" bar (2) or enter mandatory details manually (3). Each of the locations can also be saved as a template if you wish to re-use this data next time you book a transport in Logivity Control (4).

4. Define pick-up & delivery slots. Here you enter a date for pick-up and delivery and define the earliest pick-up time / latest delivery time or a from-to time window.
You can also add location opening details and contact person(s) for pick-up and delivery. This information is not mandatory. Contact person details can also be saved as a template.

5. Next, configure carrier details using template or enter them manually. 

Select a carrier from the drop-down list and configure any additional carrier information if you wish (1).

If you are using Invoice Matching service, after selecting a relevant carrier you will need to add Carrier Branch and service information. This is necessary to connect your shipment to the correct pricelist (2). You can allow carrier to auto-accept this shipment (3), meaning that shipment will arrive to the carrier's account in already accepted state and carrier will not be able to decline it.

If your organization has several departments booking under different reference numbers, you can select the applicable reference number from the drop-down (4). Lastly, add the shipment ID (5).

You can save your carrier information as a template (6) and use it next time you create a shipment for the same carrier.

6. The final step is to fill in the Transport Order details. Add your Transport order ID, and any references and messages to carrier, if necessary.

7. Configure cargo details:

• Unique transport unit is an individual item - define the dimensions and details about it. Volume will be calculated automatically.
• Transport unit group is several items of the same dimensions & weight - you can add them as a group and specify the dimensions and weight once. Total volume and weight for the group will be calculated automatically.

Unique Transport Units & Transport Unit Groups can be saved as templates (1). 
It is possible to have both types of units on the same Transport Order - you can use "Add another Transport Unit" option in this case (2). You can also add attachments to your Transport Order if necessary (3).

You can have several transport orders on one shipment. To create an additional transport order, simply click on "Add next Transport Order" button and repeat the above configuration steps.

8. Add shipment summary - incoterms and additional commercial details.

9. Review your shipment details and make corrections if necessary. Click "Create Shipment" to send it to the carrier.

Save your shipment as a template

Every shipment you create in Control can be saved as a template. This can be done from "Shipment summary" step which is shown just before you create your shipment. In the summary screen, review your shipment details and scroll down to the bottom of the page. You will find a section called "Save shipment as template?" - click into the checkbox to save this shipment as a template and give it a name. When you click "Create Shipment", template will be saved automatically and will be available to use next time you create a shipment.