Duplicate a Shipment
The Duplicate function creates a new shipment by copying core details from an existing record, which saves time for similar or recurring lanes. Carried fields typically include Shipment Method, Origin, and Destination, while linked orders are not copied so you assign fresh lines on the new record. Adjust the pop-up fields as needed before saving the duplicate. Duplication is ideal for cloning shipment configuration across recurring routes, split containers, or back-to-back bookings where lane setup stays the same but orders and dates differ.
How to Duplicate a Shipment
| Step | Description |
|---|---|
| 1 | Click the Duplicate icon in the side widgets menu of the shipment record. |
| 2 | In the pop-up form, review and edit the fields as required. |
| 3 | Click Duplicate to create and save the new shipment. |
Fields and Requirements
| Field | Requirement |
|---|---|
| Shipment Number | This can be auto-generated by the system or be manually inputted. |
| Shipping Method | Select from the dropdown menu. |
| Origin | Select from the dropdown menu. |
| Destination | Select from the dropdown menu. |
| ETD (Estimated Time of Departure) | Select a date from the calendar for its estimated date of departure. |
| ETA (Estimated Time of Arrival) | Select a date from the calendar for its estimated date of arrival. |
| Container | Enter a container number if applicable. |
| Freight Status | Select the current shipping stage from the dropdown menu. |
Admin Configuration Required
The dropdown fields for Shipment Method, Origin, Destination, and Freight Status are configured in Site Settings > Shipping. Ensure these are set up correctly to avoid errors.
Example
Helpful Tips
- For Recurring Shipments: Use this feature for regular shipments to the same destination. It pre-fills key logistics details, so you only need to update the dates and add the new orders.
- Splitting Large Orders: When splitting a large order across multiple containers, duplicate the first shipment to ensure details like
OriginandDestinationremain consistent. You can then assign a uniqueContainernumber andETDto each new shipment. - Always Verify Dates: The
ETDandETAare copied from the original shipment. Always review and adjust these dates to reflect the timeline of the new shipment before saving.