Help for Bill of Lading Address Book

Bill of Lading Address Book


About Bill of Lading Address Book

Use the Bill of Lading Address Book to streamline your Bill of Lading data entry. Type information for each of your frequently used locations into the Address Book maintenance screen.Then, when you use the Create Bill of Lading tool, you can select an entry from a drop-down menu in the Shipper, Consignee, Third Party/Invoicee, Customs Broker, Freight Forwarder or Ship From sections at the top of the second screen of the Create Bill of Lading tool. The availability of the Address Book in these sections depends on your role in the shipment. For example, if you are the Shipper, the Address Book is available in all sections except Shipper, which would be prepopulated with your information.

It's easy to save a new entry to your Address Book while creating your Bill of Lading.  Simply enter all of the address information and click the Save checkbox to the right of ID.  When you complete and Submit your BOL, the new address will be saved to your Address Book.

To search for an existing entry, or if you have more than 75 entries in your Address Book, enter Search criteria  (name, store, city, state, ZIP and/or ID), then click Search. If you have more than 1 location that meets your search criteria, choose your location from the entries that appear in your drop down list.

If you have fewer than 75 entries in your Address Book, they will all display in your drop-down list

top

Add an Entry to Your Address Book

  1. Complete the fields on the Address Book maintenance screen:
    • Company Name
    • Store Number
    • ID
    • Attention (Contact Name)
    • Street Address
    • City
    • State
    • ZIP/Postal Code
    • Country
    • Telephone

  2. Click Add to Address Book; the information you entered remains on the screen and a confirmation message appears. Your entry is immediately available for use in the Bill of Lading tool.
  3. Your new entry will display in your Address Book when you click Clear and Search.

top

Search Addresses

top

Modify Addresses

  1. Enter complete or partial information into any of the Address Book maintenance fields, then click Search to view a list of addresses matching your criteria.
  2. Click the Modify link to the left of the Company Name next to the address you want to modify; your address information will appear in the search fields above your address list
  3. Make your changes, then click Update Entry; your Address Book will display the updated entry.
  4. To display your updated entry in the proper sort order, you must sort again.

top

Print Address Book

Click Print Address Book to create a PDF of your entire Address Book, which you may open or save. Use the buttons in Adobe Reader to print or email your Address Book.

To print one address or a range of addresses:

  1. Enter complete or partial information into any of the Address Book maintenance fields, then click Search to view a list of addresses matching your criteria.
  2. Click a box or boxes in the left-most column next to the address(es) you want to print. Or click the box at the top of the column to select all the addresses in the list.
  3. Click Print Selected Entries to create a PDF of your selected contact(s), which you may open or save. Use the buttons in Adobe Reader to print or email the address information.

Note: You must have Adobe Reader to view and print PDFs. Download a free copy.

top

Delete Addresses

  1. Enter complete or partial information into any of the Address Book maintenance fields, then click Search to view a list of addresses matching your criteria.
  2. Click a box or boxes in the left-most column next to the address(es) you want to delete. Or click the box at the top of the column to select all the addresses in the list.
  3. Click Delete Selected Entries; a message appears to ensure you want to complete the deletion. Click OK to continue or Cancel to return to the Search screen.
  4. If you clicked OK, your location is immediately removed and a confirmation message appears.

top

Help for Bill of Lading Address Book