Bill of Ladings

A bill of lading (BL or BoL) is a legal document issued by a shipper that details the type, quantity, and destination of the goods being carried. A bill of lading can serve as a shipment receipt when the carrier delivers the goods to a destination. This document should accompany the shipped products, no matter the form of transportation, and must be signed by an authorized representative from the carrier, shipper, and receiver.

BOLs are normally created from the Orders browse as shown below.

This pops up the BOL entry form. Most of the fields are automatically filled in for the selected orrder when the Bill of Lading menu item is pressed.


	From the shipping information area add the shipper to Ship Via, Freight Terms, Weight and date/time parameters.

On the BOL browse table choose the Bill of lading to modify or create a document.


	Lists of active BOLs in the system. The Show Completed button will add completed BOLs to the table for review.

Order information is shown here. When the BOL is opened the PO #, Customer order #/Invoice #, Other Order #, Work Order #, Pallet and.or Packing Slip is needed and any additional shipper information.

The Trailer Checklist is filled out by the shipper to verify the cleanliness and suitability of the truck trailer.

Additional Shipping Instructions

Attachments

Order Log Notes is a list of the notes about this BOL. Internal Notes is another area for general notes.

The product area can be changed from the next table. The View/Update Lot button will open the lot for modification of some fields.

The View/Add/Change/Delete will open the BOL shipping changes. Here the Materials Used for the shipment, Locations where the lot was pulled from and notes can be viewed/added to the BOL.

The Default Materials Used can be pulled from a table.

In addition, the Picking List, Packing list and BOL can be printed from this form.

The product to be shipped are shown here. This is the same form as shown above.


	Use these buttons to View/Add/Change/Delete and Copy BOLs.

The order associated with this BOL can be changed through the View/Edit Order menu item.

The Lot can be viewed from the View/Edit Lot button.


	If a Certificate of Analysis (COAs) is attached to the order it can be emailed directly from here.

Print/Email Ship Docs

Three documents are created with this button.

Packing List

Picking List

Bill of Lading

The Next is the Trailer Checklist and Materials Used.

The Trailer Checklist and Materials Used Worksheet is used by the shipper to fill in the materials used after shipping.

The Picking and Packing Lists can also be printed separately. Each will come up one after the other.

The Picking List can be printed by itself.

A BOL for Principal can be printed to either send to principal or file.

Print/Post BOL will pop up the following warning.

Materials Used Report


	Review search features here.