Articles on: Shipments

Creating a multi-pick shipment

Your customers are asking you to pick up from two or more different locations and we want to get these shipments entered as quickly as possible. Later in the process we will have the ability to consolidate your shipments onto one dispatch or plan them for different trips. When it comes to invoicing, we can also throw all of these shipments AND other shipments into one batch. This is the Pegasys Advantage!

During the Shipment creation process
Complete your shipment form.
(Optional) Add your revenue details. Some users will keep all revenue on one shipment; others will split based on commodity or trip.
When your shipment details are entered for your first pick, instead of clicking Finish click Pickup.
Your shipment details from the previous shipment will be copied across.
Repeat steps 1 - 5 for all Picks/Drops/Returns/Copies and click Finish.
All of your shipments are ready to be moved!

From an existing Shipments page
Click More.
Click Copy.
Click New Pickup.
Your shipment details from the previous shipment will be copied across.
Fill out the shipment form.
Click Copy Shipment.

From the Shipment button
The open button is very powerful for any record. You can access your record controls without leaving a page and keep yourself in the flow of your processes.

Click the dropdown arrow beside any shipment Open button.
Click Copy.
Click New Pickup.
Your shipment details from the previous shipment will be copied across.
Fill out the shipment form.
Click Copy Shipment.

Updated on: 01/01/2021

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