The Reconcile Consignments page has been designed to enable bulk reconciliation of consignments across multiple carriers and uploaded carrier invoices

To understand how to search, filter and navigate through the data on this page, please review the article here:

How to Accept a Charge Discrepancy

If there is an unreconciled charge line(s) from an invoice that you are happy to accept, then you would select the relevant rows for the consignments via the tick box on the far left of the grid. The selected rows will then be highlighted in blue.

Then select Actions and Accept Selected.

You would then provide the reason for the charge discrepancy and if you are a broker company, provide the markup that should be applied to this discrepancy line.

Note: If the mark-up field is left blank, MachShip will utilise the mark-up set against the consignment when it was created. Furthermore, if you are from a Freight Broker, the provided reason will appear on the invoice sent to your client. 

Finally, select Apply Changes and the consignment will be reconciled.

If you have the Show reconciled consignments filter set to no, the accepted lines will be filtered out of the grid. 

How to Absorb All of a Carrier Charge

Absorb function is a freight broker-only option utilised when a carrier charge needs to be accepted but cannot be passed onto a client. Examples of these may include instances where a freight broker has made a mistake in their quoting to the client. 

To absorb a carrier charge fully, you would select the relevant rows for the consignments via the tick box on the far left of the grid. The selected rows will then be highlighted in blue.

Next, select the Actions option and Absorb All Selected.

As this action will directly affect the margin made on the consignment, the user is forced to provide a reason for this charge being absorbed.

Once provided, simply select Apply Changes, and the consignment(s) will be reconciled. 

If you have the Show reconciled consignments filter set to no, the accepted lines will be filtered out of the grid. 

How to Absorb a Carrier Charge Discrepancy

Absorb function is a freight broker-only option utilised when a carrier charge needs to be accepted but cannot be passed onto a client. Examples of these may include instances where a freight broker has made a mistake in their quoting to the client. 

To absorb the difference between the carrier charge and the quoted charge, select the relevant rows for the consignments via the tick box on the far left of the grid.

The selected rows will then be highlighted in blue.

Next, select the Actions option and Absorb Difference Selected.

As this action will directly affect the margin made on the consignment, the user is forced to provide a reason for this charge being absorbed.

Once provided, simply select Apply Changes, and the consignment(s) will be reconciled. 

If you have the Show reconciled consignments filter set to no, the accepted lines will be filtered out of the grid. 

How to Reject all of a carrier Charge

If you have found that a charge or charge discrepancy from a carrier is not justified, then you will need to undertake a rejection to request a credit for the extra charge from your provider. Examples of instances where rejection could be required include but are not limited to being charged for a canceled consignment, carrier utilising an incorrect rate, or carrier incorrectly assigning a surcharge to your consignment. 

To fully reject a carrier charge, select the relevant rows for the consignments via the tick box on the far left of the grid.

The selected rows will then be highlighted in blue.

Next, select the Actions option and Reject All Selected.

The user will then be requested to provide further context for the rejection. It is essential to be as detailed as possible when filling in these reasons, as they will provide the basis for your credit request.

MachShip has provided a few default reasons which can be utilised from the drop-down below

If you wish to use a custom reason, select the reason as Other and provide further context in the comments text box.

Select Apply Changes and the consignment will be reconciled, and the relevant details will be provided on the credit request form can be downloaded via the View Carrier Invoices page.

If you have the Show reconciled consignments filter set to no, the accepted lines will be filtered out of the grid. 

How to Reject a Carrier Charge Discrepancy

If you have found that a charge or charge discrepancy from a carrier is not justified, then you will need to undertake a rejection to request a credit for the extra charge from your provider. Examples of instances where rejection could be required include but are not limited to being charged for a canceled consignment, carrier utilising an incorrect rate, or carrier incorrectly assigning a surcharge to your consignment. 

To reject a carrier charge discrepancy, select the relevant rows for the consignments via the tick box on the far left of the grid.

The selected rows will then be highlighted in blue.

Next, select the Actions option and Reject Difference Selected.

The user will then be requested to provide further context for the rejection. It is essential to be as detailed as possible when filling in these reasons, as they will provide the basis for your credit request.

MachShip has provided a few default reasons, which can be utilised from the drop-down below.

If you wish to use a custom reason, select the reason as Other and provide further context in the comments text box.

Select Apply Changes, and the consignment will be reconciled, the amount from the carrier invoice that matches the MachShip quote will be accepted, and the difference will be rejected. The relevant details are then provided on the credit request form that can be downloaded via the View Carrier Invoices page.

If you have the Show reconciled consignments filter set to no, the accepted lines will be filtered out of the grid. 

How to Reprice a consignment

if you need to undertake a reprice of multiple consignments to account for fuel changes or rate changes, you will first need to select the relevant rows for the consignments via the tick box on the far left of the grid.

The selected rows will then be highlighted in blue.

Next, select the Actions option and Reprice Consignment Selected.

Users will be asked to confirm that they wish to undertake a reprice and will select Confirm to proceed.

Once confirmed, MachShip will queue the jobs for repricing and then complete the reprice, advising via the two notifications below:

How to Unbalance an Invoice Charge

Should you mistakenly balance a consignment and require reverting this, you must utilise the unbalance option. To unbalance a consignment(s) you will first need to select the relevant rows for the consignments via the tick box on the far left of the grid.

The selected rows will then be highlighted in blue.

Next, select the Actions option and Unbalance Selected Consignments

Users will be asked to confirm that they wish to unbalance the consignments and select Unbalance Consignments to proceed.

The consignments will then be unbalanced, and users will be advised of their completed via a success message in the top right-hand corner