Creating Batch Itineraries

Complete the following steps to create batch itineraries:

1. L og in to the ONE system.

2. Select Menu/Favs > Transportation > Search Shipments.
   In the NEO UI, users can click on the Menu/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The Search Shipments screen appears .

3. Select shipments that share the same Shipper and Consignee and require itineraries.

4. Click Actions > Create Itinerary.
   
   
   The Create Shipment Legs screen appears.
   
   
   
   

5. To add a leg to all of the selected shipments, click Add Leg .
   The New Shipment Leg popup appears.
   
   
   
   

6. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field	Description
   * Leg Name	Enter a leg name.
   Freight Terms	Select the freight terms from the drop-down menu. The available options are Collect, Prepaid, or Third Party.
   * Origin	Select an origin site, address, or location using the picker tool.
   * Destination	Select a destination site, address, or location using the picker tool. Select the Is Final Leg? checkbox if this leg is the final leg of the itinerary.
   * Equipment	Select equipment from the drop-down menu.
   * Transportation Mode	Select a transportation mode from the drop-down menu.
   * Pick-up Schedule	Select a pick-up schedule date and time range using the calendar and clock icons.
   * Delivery Schedule	Select a delivery schedule date and time range using the calendar and clock icons.
   Controlling Site	Select a controlling site using the picker tool.

7. When finished, click Add Leg .

8. Click Save Itinerary .
   The itinerary is saved to all of the selected shipments. A success message appears.