Check In & Out

The check-in and check-out process for the back office is typically managed by your driver during a shipment. However, this process can also be completed from the back office.

1. If you have a driver or carrier dispatched on a shipment, navigate to the shipments tab and with the slider bar at the bottom of the page navigate to the right side of the shipments tab you will see a three dots dots for each shipment.

Note: Use the slider on the footer and move it to the right until you see the three dots menu per each row.

2. After you click the three dots for the shipment, you will be prompted with a pop up view:

3. On the pop up menu select "Check in/ Out" option and the following window will open up:

If you click on the "Check in" window a pop up view will open up prompting the user to select the check in date and time. 

After that step has been completed you will be prompted with a screen in section "Shipments" with the "Checked in/ Out" shipment highlighted and selected. 

4. To continue with the check out at the shipper for example, you do the same step as in check point 1 and scroll with the slider bar to the right side and select the three dots.

After selecting the three dots, you will be prompted with a "Check Out" window. 

At this window you can select the check out date/time and fill out the required fields of "Actual Qty", "Actual Weight" and the "Bill of Lading ID"

Please note that the fields marked with " * " are required and you can not proceed to the next step withouth filling them out.

5. To check in at the receiver follow the same procedure as above, once you want to check out from the final delivery/ receiver you will be prompted with a pop up window:

After you filled out the Check Out date/ time you can choose Equipment Action if it's a "Live Unload" or a "Drop Trailer".

Bellow the "Equipment Action" there is a field "Proof of Delivery" and that is where you will enter the full name of the person that signed the POD ( Proof of Delivery) accompanied with the "Bill of Lading" number.

At the end of the procedure there is an "Upload document" section that you can upload the Proof of Delivery and with that the shipment will be closed out and marked as "completed"