The Shippers/Receivers tab is where we organize the lists of your Shippers (SHIP, PICK location, origin point, etc.) and your Receivers (REC, DROP location, destination point, etc.)


SHIPPERS

The upper half of the screen is where you enter the places your loads pickup at.  

  • You are not required to store this info, but it is always handy to have a list of places for potential freight in future. 
  • If you do not wish to store info, then on the Dispatch screen you can use your mouse to click on the "city, st' fields in the STOP grid and just enter the data manually (not recommended).

You can add, delete, sort/group shippers here.

  1. Add New Facility button: Click here to create a new Shipper record.
  2. Delete button: Click here to delete the currently selected Shipper record.



To export the entire list to an Excel spreadsheet, right-click a record, then select "Export To..." followed by "Excel".



You can also copy Shipper records to the Receiver list.

  • Select a record, then right-click on it and select "Copy to Receiver List".




RECEIVERS

The lower half of the screen is where you enter the places your loads are delivered to.

  • You are not required to store this info, but it is always handy to have a list of places for potential freight in future. 
  • If you do not wish to store info, then on the Dispatch screen you can use your mouse to click on the "city, st' fields in the STOP grid and just enter the data manually (not recommended).

You can add, delete, sort/group shippers here.

  1. Add New Facility button: Click here to create a new Receiver record.
  2. Delete button: Click here to delete the currently selected Receiver record.



To export the entire list to an Excel spreadsheet, right-click a record, then select "Export To..." followed by "Excel".



You can also copy Shipper records to the Receiver list.

  • Select a record, then right-click on it and select "Copy to Shipper List".




Add/Edit Shipper/Receiver dialogue:


Whenever you create a new SHIP/REC, you will see the below screen.

  • After entering the data for the new record, be sure to select which list(s) you want to save the record to before clicking the OK button.

"New" SHIP/REC screen


  • You can also edit existing records by double-clicking on their entry in the list.

"Edit" SHIP/REC screen




Miler Integrations

When you are creating a new record, if you use PCmiler or Promiles integration (3rd party software), then when you exit the STATE field, a look-up list will pop up from that software to allow you to select the proper zip code.


  • Example of lookup list from Promiles (after filling in the STATE):



  • Example of Promiles look up for location(3rd party software):