Carriers — Preview Shipments

Navigate to Carriers → Shipments

The Preview Shipments page is the central admin tool for searching and managing shipments across all carriers. It requires billing.* permission to access.

From the top navigation bar, click Carriers, then select Shipments from the dropdown.

Top nav → Carriers → Shipments

Page Default State

The page loads empty with the message "Add filters in order to see shipments." No data loads until you apply at least one filter and click Search. This keeps the query performant across large datasets.

The page requires a filter before showing results

Text Search Fields

Three free-text fields let you locate a specific shipment directly:

• Tracking Number — the carrier tracking number
• Billing Entity Invoice Number — the invoice number on the customer's bill
• Reference — any reference value attached to the shipment

Enter any one of these and click Search to jump straight to a specific shipment.

Dropdown Filters

Use the dropdown filters to narrow results by carrier, customer, or billing state:

• Carrier Category — Parcel or Freight
• Carrier — specific carrier (populates based on category)
• Services — multi-select; filter to specific service levels
• Corporation — filter by corporation
• Company — filter by company within a corporation
• Salesman — assigned sales rep (searchable)
• Billing Entity — the customer billing account
• Invoice Number — a specific billing run invoice
• Flagged — show flagged or unflagged shipments only
• Billing Status — current billing state of the transaction
• Included On Bill — whether the shipment is included in a bill
• Markers — any special markers on the shipment
• Third Party — filter by third-party billing status

Dropdown filters on the Preview Shipments page

Address and Advanced Filters

Two expandable sections reveal additional filter options:

• + Show Address Filters — filter by origin or destination address fields
• + Show Advanced Filters — access additional criteria not shown by default

Click either button to expand the section. Click again to collapse.

Address and Advanced filter sections expand below the main filter bar

Run or Reset a Search

Once your filters are set:

• Click Search to load matching shipments into the results table.
• Click Clear Filters to reset all filters back to defaults.

The EXPORT and EXPORT Salesman Report buttons remain disabled until results are loaded.

Results Table Columns

After a search runs, the table displays one shipment per row with these columns:

• Select — checkbox for bulk-selecting rows
• Carrier / Zone — carrier identifier and shipping zone
• Tracking / Date / Carrier Invoice / Invoice Number — multi-line cell with tracking number, ship date, carrier invoice reference, and WebShip invoice number
• Billing Entity / Rep — the customer billing account and assigned salesperson
• Package Info — weight, dimensions, and package type
• Carrier Bill — what the carrier charged
• Customer Bill — what the customer is billed
• Status — current shipment status
• Actions — row-level action menu

Results table after running a search

Exporting Results

Once results are loaded, two export options become available:

• EXPORT — exports all shipment columns for the current filter set
• EXPORT Salesman Report — exports a salesman-focused summary of the same results

Open the Actions Menu

Click the Actions button on any row to open the per-shipment action menu. Available options depend on your permissions. Common actions include:

• Toggle Include on Bill — include or exclude this transaction from the customer's bill
• Toggle Transaction Flag / Toggle Shipment Flag — manually flag or unflag the record for review
• Credit & Reassign — credit the shipment and reassign it to a different carrier or service
• Request Carrier Rebill — send a rebill request to the carrier
• Toggle Charge Published Transportation — switch between the published rate and the contracted rate
• Charge Carrier-Rated Weight — bill the customer at the carrier's rated weight
• Update Carrier Shipment Data — edit raw carrier data fields on the shipment
• Update Per-Package Data — edit per-package fields such as weight and dimensions
• Don't Apply GSR — disable Guaranteed Service Refund handling for this transaction
• Get Quote — re-quote the shipment at current rates
• Credit — issue a credit for this shipment
• Update Published Transportation — update the published rate on the shipment
• Update Carrier Service — switch the service code on the shipment
• Undo Reassignment — revert a prior carrier reassignment
• Trash Carrier Shipment — soft-delete the carrier shipment record

Per-row Actions menu

Manual Transactions

You can add a manual line item to any shipment using Create Company Transaction from the Actions menu. Use this to record adjustments or charges not captured automatically.

Existing manual transactions can be updated with Update Transaction or permanently removed with Delete Company Transaction.

Select Multiple Rows

Use the checkboxes in the Select column to choose multiple shipments at once. Once one or more rows are selected, bulk-action buttons appear above the table.

Bulk action buttons appear when rows are selected

Available Bulk Actions

The following actions apply to all selected rows at once:

• Mass Include on Bill — include or exclude all selected transactions from billing in one step
• Mass Flag — flag or unflag all selected shipments for review
• Mass Reassign — reassign all selected shipments to a different carrier or service

Bulk actions require billing.* permission. Without it, the Actions column and bulk controls are not visible.