Introduction

This guide describes how to create shipment templates. Shipment templates can be created for Control and Loadboard services.

Prerequisites

Create shipment-related templates functionality is available to organizations registered as "shippers" on Logivity.

Instructions

1. Template Overview

Open video instruction

In your Logivity account open "Templates" section in the vertical navigation bar (1). In the "Templates" view you will see the types of templates that you can create (2):

• Shipment offers - save a Loadboard shipment offer as a template
• Shipments - save a Control shipment as a template
• Locations - save pick-up / delivery location information as a template
• Transport Units - save Transport unit details as a template
• Carrier lists - save Loadboard bidding carrier list as a template
• Carriers - save Control carrier configuration as a template
• Contact persons - save contact person information as a template

From here you can create new templates (3) and modify or delete existing templates (4). Details, that are saved as a templates during shipment creation will also be saved here.

These templates will be available to use for everyone within your organization.

When you have created a template for a specific part of shipment details, you will be able to see a template dropdown menu in the relevant section during shipment creation, where a template can be applied. Example below shows templates menu for Transport Units.

Template dropdown selection will be available for an entire shipment and different parts of shipment details throughout the shipment creation flow.

2. Shipment offer templates (Loadboard)

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To create a shipment offer template, click on "+Create template" button in the "Shipment offers" tab.
Enter a name for your template - it can be any name that will make it easier for you to find it in your list of templates. Follow the Create Shipment offer process guide if you need to, to fill in the rest of the template.

When you create shipment as a template it will not require you to add the pick up and delivery slots as you will not be creating an actual shipment.

When you have filled in all the necessary details, click "Save changes". You should now be able to see your new shipment template in the templates list.

3. Shipment templates (Control)

To create a shipment template, click on "+Create template" button in the "Shipments" tab.
Enter a name for your template - it can be any name that will make it easier for you to find it in your list of templates and select the relevant transport mode. Follow the Create Shipment process guide if you need to, to fill in the rest of the template.

When you create shipment as a template it will not require you to add the pick up and delivery slots as you will not be creating an actual shipment.

When you have filled in all the necessary details, click "Save changes". You should now be able to see your new shipment template in the templates list.

4. Location templates

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To create a Location template, click on "+Create template" button in the "Locations" tab, add a descriptive name for your location template and fill in the details. Save your template.

5. Transport Unit templates

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To create a Transport unit template, click on "+Create template" button in the "Transport Units" tab, add a descriptive name for your Transport Unit template and fill in the details. Save your template.

6. Carrier Lists templates

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To create a Carrier list template, click on "+Create template" button in the "Carrier Lists" tab and add a descriptive name for your template. Select the carriers that you would like to add to your carrier list by checking the box next to the carrier name (1). You can also search for specific carriers that you wish to add by typing their name or Logivity ID in the search box (2). You have an option to add a "carrier reference" if you wish (3).
Once you have finished selecting the carriers click "Save".

7. Carrier templates

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To create a Carrier template, click on "+Create template" button in the "Carriers" tab and add a descriptive name for your Carrier template. Locate carrier you wish to add as a template in the dropdown menu. If necessary, add carrier reference number and specify their contract reference number. Save your template.

8. Contact person templates

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To create a Contact person template, click on "+Create template" button in the "Contact persons" tab and add a descriptive name for your template. Fill in the contact details of a contact person you are creating a template for and save your template.