How to convert a Pending Consignment into a Consignment

How to convert a Pending Consignment into a Consignment

In order to allow for partial automation of the consignment creation process, MachShip offers the Pending Consignment feature which will enable a user to pass through Order Data or incomplete consignment data. Once this pre-consignment Data is in MachShip, users will need to finalise any missing data and convert these into consignments. 

Where to navigate to convert a Pending Consignment into a Consignment

Select Create/Manage and Pending Consignments.


The Pending Consignments Page 

The Pending Consignments Page contains a list of all of the available Pending Consignments and Unmanifested Consignments separated into 2 grids. 

The Pending Consignment grid will show a list of the created Pending Consignments and the provided data. 

This list can be filtered by date using the toggle:

Or the search bar:

The list of Unmanifested Consignments is provided so that users will be able to consolidate Pending Consignments together with the Unmanifested Consignments.

Converting a Pending Consignment into a Consignment

The methods by which you can convert a Pending Consignment into a Consignment are:

1. Convert one Pending Consignment into an Unmanifested Consignment.

2. Convert one Pending Consignment into an Unmanifested Consignment quoting carrier options.

3. Convert multiple Pending Consignments to an Unmanifested Consignment via Consolidation.

4. Consolidate a Pending Consignment onto an existing Unmanifested Consignment. 

 

To convert one Pending Consignment into an Unmanifested Consignment:

1. Click the Pending Consignment Number of the consignment you wish to convert.

This will prompt the Create Consignment modal to appear. 

2. Fill out any missing data in the Pickup or Delivery input section:

3. Adjust or finalise any Item data which may not have been provided:

Becomes

4. Adjust any references.

5. Ensure the Despatch Date is correct:

6. Select the Carrier.

There are 4 carrier selection options:

I. Don't specify the carrier.

If you don't have a carrier with which you wish to despatch the freight, MachShip can make the decision for you either with the cheapest or the fastest carrier option. 


II. Route Carrier Selection:
Selectable via the below:

The Route Carrier Selection option will quote all available freight options for you as you finalise the consignment. Pricing will be shown as a scrollable listing that is ordered based on your company's specified price ordering. 

Simply select your desired option and it will appear in the Selected Route option as can be seen below:

III. Specify the Carrier and use the Expanded Carrier Selection option.

Set the Specify Carrier tag to be Yes, then choose the carrier account and service. 

IIV. Specify the Carrier and use the Short Carrier Selection option

The short carrier selection option can allow you to select the carrier and service in 1 drop-down. You can order this as Carrier - Service or Service - Carrier

7. Create the Consignment. 

This can be completed by the Create button. Additional options are:

I. Create and Keep Details - Consignment will be created and the form will be refreshed with all fields populated.

II. Create and Keep Carrier Details - Consignment will be created and the form will be refreshed with the carrier details populated.

III. Create and Create Return - Consignment will be created and the form will be refreshed with all fields populated and the pickup and delivery reversed.

Once the consignment is created it will move into the Unmanifested Consignments section. 

 

To convert one Pending Consignment into an Unmanifested Consignment using the Create Consignment screen:

1. find the Pending Consignment Number of the consignment you wish to convert and select the cog on the right-hand side - Select Create Unmanifested

This will bring you through to the Create Consignment screen. 

2. Ensure the Despatch Date and Time are correct:

3. Fill out any missing data in the Pickup or Delivery input section:

4. Adjust or finalise any Item data which may not have been provided:

Becomes

5. Adjust any references.

6. Select the Carrier.

To set the carrier, select the option to Generate Routes:

MachShip will return to you all the available carrier options that you have listed from price - Lowest to Highest

This will list:

Carrier

ETA

Price - inclusive of Fuel and GST

To select the option simply click on the desired route you will see that the route will expand as below:

The information shown will be:

I. Carrier Specific Options - This will be information which is specific to that carriers integration. This can include Authorised to Leave, Hire Pallets, etc

II. Consignment Details- This will include Pickup Details, Delivery Details, Carrier, Service, Account, ETA, Items and Route Information.

III. Price Information - This will include a breakdown of Rate card Price (Price based on rates), Surcharges, Fuel, GST

7. Create the Consignment. 

This can be completed by one of three Create buttons. Options are:

I. Create Consignment - Consignment will be created if the MachShip Printing Application is installed the labels will be automatically printed

II. Create & Download Labels  - Consignment will be created and the labels will be downloaded to be opened and printed

III. Create & Download A4 Labels- Consignment will be created and the labels will be downloaded to be opened and printed. Item Labels will be provided with 4 items to a page to allow for A4 printing. 

Additional options are:

I. Create and Keep Details - Consignment will be created and the form will be refreshed with all fields populated.

II. Create and Clea Form - Consignment will be created and the form will be refreshed with only the defaults set. 

III. Create and Create Return - Consignment will be created and the form will be refreshed with all fields populated and the pickup and delivery reversed.

Once the consignment is created it will move into the Unmanifested Consignments section. 

 

Convert Multiple Pending Consignments to an Unmanifested Consignment via Consolidation.

To finalise two pending consignments, or orders, into the one consignment users need to:

1. Select the tick boxes on the left for the consignments which you wish to convert into a consignment. 

2. Select the button Consolidation Actions and select Consolidate Selected.

3. This will prompt the Consolidate modal. The consolidate modal will be useful for users who are trying to finalise a large number of pending consignments at once. The flags set what MachShip will join the pending consignments on. By default, these consignments are consolidated on from location and to location.

Once you have set your options select Consolidate.

4. Once you have selected consolidate the Consolidation Consignments screen will appear.

This will list all the consignments which you are looking to consolidate - shown on the left:

To the right, you will see the information inputs section. Here you will be required to fill out any required fields not yet populated. You will also need to select a carrier or advise MachShip to select the cheapest or quickest route. 

5. Select Update and Consolidate

This will finalise the consignment and MachShip will refresh to the Unmanifested Consignments screen. The references will be consolidated and if different will be shown as comma-delimited. 



Consolidate a Pending Consignment onto an existing Unmanifested Consignment. 

If there has been the circumstance where an order or pending consignment has been created after an unmanifested consignment has been created then consolidation will allow you to add the order onto the unmanifested consignment.

To do this:

1. Select the Pending Consignment(s) and the Unmanifested Consignment(s) which need to be consolidated via the tick box on the left. 

2. Select the button Consolidation Actions and select Consolidate Selected.

3. This will prompt the Consolidate modal. The consolidate modal will be useful for users who are trying to finalise a large number of pending consignments at once. The flags set what MachShip will join the pending consignments on. By default, these consignments are consolidated on from location and to location.

Once you have set your options select Consolidate.

4. This will take you through to the Consolidate Consignments Screen.

This will list all of the consignments which you are looking to consolidate - shown on the left. Pending Consignments will be indicated with a prefix of PC and unmanifested consignments will be shown with the prefix of MS. 

To finalise the consignment, set or edit any details which are missing based on either the pending consignment or the unmanifested consignment. This will include setting the carrier - in the example below the pending consignments have no dimensions.

We will consolidate these into the pallet leaving us with the below:

5. Select Update and Consolidate

This will finalise the consignment and MachShip will refresh to the Unmanifested consignments screen. The notes on the unmanifested consignment will show that it has been adjusted based on consolidation. 


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