Shipment Milestone Processes

This topic describes how to work with existing milestone processes.

Complete the following steps to manage milestone processes.

  1. Log into the application as a Transportation user.

  2. Click Menus/Favs and navigate to Transportation > Shipment Milestones > Milestone Processes.
    The Milestone Processes screen appears.

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  3. In the left pane, select a milestone process to display individual milestone details on the right.

  4. Select a milestone to move it up or down the order using the up/down arrows.

  5. Click Copy Milestone Process button to duplicate a milestone process, and in the pop-up that displays, enter a name for the duplicate process.

  6. Click Add Milestone to add a milestone to the process, and in the pop-up that displays, select the milestones to add and click OK. For more information, see "Adding Shipment Milestones".

  7. Click Create Custom Milestone to create a new milestone from scratch. For more information, see "Creating Shipment Milestones"

  8. Click Save to save the changes.

  9. Click Export to CSV to export the current milestone process to a downloadable CSV file.

  10. Click Download CSV for Upload to download a milestone process template which can be used to bulk upload a milestone process.

  11. Click Upload CSV to bulk upload a milestone process instead of adding or creating one milestone at a time.