How to create a Bill of Lading

Owned by Reynaldo Sepulveda
Aug 17, 2019
3 min read

Logistics

BOL’s

In order to create a BOL, bill of lading, you first have to enter the “Logistics” module and select the “BOL’s” option under that module. This will open up the main grid window to display all of the BOL’s currently in the system. In order to create a new one go to the menu strip, located at the top of the window, and press the “Add” button.

After pressing the “Add” button the “New” window should open up and it is there where you will select information for your new BOL. You first must select a customer that you want added to the BOL and then underneath if you have a Traffic prepared for this BOL you select it there. In the situation that you don’t have a Traffic then you leave that area blank and press the “Create” button. If you leave the Traffic section of the “New” window empty the system will prompt you that you will be leaving the Traffic section empty and will ask if you would like a Traffic to be generated for the BOL.

The newly created BOL’s screen will then be displayed. Here the information that you should fill out include Carrier information, Shipper, Consignee, and the lines. Below we’ve selected the regions you should fill out. In order to add lines to the table below you have to press the addition button located in the small menu strip below the table. After you’ve finished filling out all the desired information press the “Save & Close” button located on the menu strip.

You will then return to the main menu and your newly created BOL should appear on the list, in the situation that you cannot see your BOL press the refresh button in order to refresh the table. In order to print the BOL select the desired BOL line and press the “Print BL” button located on the menu strip.

Here you will select the Company and select the BOL No. you would like to print out. Then press the “Run” button.

A preview of your printed BOL will then appear and here if your information is correct you may print it or export it by utilizing the “Export” button. In the situation that you wish to mail this information, the option exists to mail the BOL as well, this is found under the “Export” button.