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 Processes and Custom 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.