Viewing Docks & Using Filters

Filters

  1. A location is required, and only one can be viewed at a time

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  2. Docks gives users the ability to determine how many docks for that location they want to view

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  3. Filters applies to both appointments and unscheduled shipments

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  4. Users can decide if they want to view items on a day basis, seeing each dock individually. At a week basis, or a month basis

Adding Appointments

  1. Users can have shipments automatically come in to unscheduled shipments once they have been configured in the general settings portion

  2. In addition, users can manually add appointments, or import them in bulk

Import

  1. The template can be downloaded directly from FP analytics (screenshot pending)

  2. Once a file has been selected for import, users can preview the document to make any changes from the validation that runs

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  3. The file can have shipments with shipment details, shipments with no shipment details, and with or without appointment

    1. Imports shipments only validation

      1. When importing only shipments, we check if a carrier with the given SCAC or Name exists in Dock Scheduling DB, if the carrier doesn’t exist, we display an error message

      2. Required fields from the template are:

        1. Shipment Id (can be any, but should be populated, so we can match the items)

        2. Address Fields: Street1, City, State, Zip, Country (for both Ship From and Ship To) with an exact match to location in settings (for inbound/outbound/transfers)

        3. Carrier

    2. Imports Appointments with Shipments Linked

      1. There is validation that runs to ensure that

        1. Carrier exists within dock scheduling AND that the carrier is added to the location

      2. If either one of those do not pass then an error will displays when importing.

        1. Shipment from Row () has a carrier that does not exist for the location it is being added to. Please go to settings-> locations and add the carrier to the location and re-upload.

      3. When creating a new appointment the system will see if there is an appointment already at that same time, or overlapping times at that dock. If they do not have allow overlap enabled, then the following message appears.

        1. This dock does not allow overlapping appointments. Please select a new time and save again.

      4. If they do have allow overlap enabled, then allow it will be added as normal.

      5. Required fields when importing for appointments

        1. Appointment Id (can be any, but should be populated, so we can match the shipments)

        2. Appointment Date

        3. Location

        4. Dock Name

        5. Start Time

        6. Est End Time

        7. Carrier

    3. Imports Appointments with shipments with no shipments linked

      1. There is validation on if the carrier exist when importing the shipments.

      2. When creating a new appointment we need to see if there is an appointment already at that same time, or overlapping times at that dock. If they do not have allow overlap enabled, then the following message appears.

        1. This dock does not allow overlapping appointments. Please select a new time and save again.

      3. If they do have allow overlap enabled, then it to be added as normal.

  4. If appointments are in the file, they will automatically be added to the grid

  5. If their are no appointments and only shipments, they will go to the unscheduled shipments section on the right

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Add

Appointment

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  2. The date will default to the current date

  3. Truck Status options

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  4. Once a location is selected, then the carrier options will enable along with the dock

  5. When a dock is selected then the equipment section will be enabled

Shipments

  1. If shipment details were added to the unscheduled shipments this information will automatically appear

  2. It can be manually filled out, but is not needed

  3. Users can populate the ship from, ship to, carrier, service, tracking number, and shipment details just like within FP

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  4. Similar to FP users can duplicate or delete shipments and packages

    1. Adding a shipment to a new appointment

      1. There is validation that runs to ensure that

        1. Carrier exists within dock scheduling AND that the carrier is added to the location

      2. If either one of those do not pass then it will display an error when adding.

        1. Carrier that does not exist for the location it is being added to. Please go to settings-> locations and add the carrier to the location and re-upload.

Documents

  1. Users can attach documents to a given appointment

Unscheduled shipments

  1. This list gets populated based on the location that is selected from the top. If there are carriers that the location does not have access to, it will not show up.

    1. The card will list the carrier and carrier nickname, the direction, the ship from, and the ship to

    2. Direction

      1. If ship from = location selected → Outbound

      2. If ship to = location selected → Inbound

      3. If ship to AND ship from = locations on the account → Transfer

  2. Users can click into these shipments and update the information, as well as delete the shipment individually or in bulk.

  3. Shipments can be dragged 1 at a time or in a group to create an appointment

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      image-20250106-193056.png

  4. Dragging a shipment to an appointment already created

    1. There is validation that runs to ensure that

      1. Carrier exists within dock scheduling AND that the carrier is added to the location

    2. If either one of those do not pass then it displays an error when adding.

      1. Carrier that does not exist for the location it is being added to. Please go to settings-> locations and add the carrier to the location and re-upload.

    3. If multiple shipments are dragged to create an appointment, and some of the shipments have carriers that are added to the location and some are not, then it will add the ones that do exist and display a message for those that do not.

      1. “Shipment ID(s) ____, has a carrier that is not added to this location. Please go to settings-> locations and add the carrier to the location and re-upload.

    4. When creating a new appointment the system will see if there is an appointment already at that same time, or overlapping times at that dock. If they do not have allow overlap enabled, then it displays this message.

      1. This dock does not allow overlapping appointments. Please select a new time and save again.

    5. If they do have allow overlap enabled, then allow it to be added as normal.

Grid

  1. Daily

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  2. Week

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  3. Month

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  4. An appointment can be moved, adjusted or edited from the grid

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    2. By clicking into an appointment it will open it up to be edited

  5. Chat still works

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  6. Grid Settings

    1. Rearrange Docks: Drag and drop docks to your preferred order

    2. Dock Filters: Select only the docks you want to see from the dropdown

    3. Save as Default: Use the ellipsis menu to save your layout and filters as your personal default

    4. Reset Anytime: Also available in the ellipsis menu—quickly reset to your default layout

    5. After saving, you’ll see a “Default settings saved” message to confirm.

  7. Deleting an Appointment

    1. Users can delete an appointment for whatever reason, and the shipments (if added) will move back to the unscheduled shipments column

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Connection to TMS

If your account uses Dock Scheduling, you can now choose a specific dock and equipment directly in the TMS and automatically create a dock appointment when you book a shipment.

This gives you the highest level of automation for pickup scheduling and helps ensure freight is routed to the right door, at the right time, with the right equipment.

Where You’ll See Dock & Equipment

When Dock Scheduling is enabled, you’ll see two new dropdowns in the Pickup section:

  • Dock

  • Equipment (disabled until a dock is selected)

Placement:

  • On Order Management / Quote/Ship / External Shipments:
    – In the Pickup section, below the existing info but above the Pickup Message.

  • On Shipment Details:
    – Below the Driver In/Out fields in the Pickup Request section.

  • A new read-only field Dock Appointment ID appears under Pickup Request, below Driver In/Out, when an appointment is created.

Dock & Equipment Dropdowns

Dock Dropdown

  • Label: Dock

  • Behavior:

    • Options are dynamic, based on:

      • Dock availability for the selected pickup date/time window

      • Which carriers are allowed at each dock

  • Info icon tooltip:

    “Dock options will adjust dynamically based on availability and carrier selection. This is not needed if recurring appointments are setup for this carrier.”

Equipment Dropdown

  • Label: Equipment

  • Behavior:

    • Disabled until a Dock is selected

    • Once a Dock is selected, Equipment options are populated based on what’s supported at that dock

  • Info icon tooltip:

    “Equipment options will adjust dynamically based on Dock selected.”

How Auto-Scheduling Works

FreightPOP will automatically try to schedule a dock appointment in Dock Scheduling when you select a dock and equipment.

There are three main usage patterns:

  1. Select Dock & Equipment before picking a carrier (pre-booking)

  2. Select Dock & Equipment after the shipment is booked

  3. Select Dock & Equipment for a Direct Ship carrier

In all cases, FreightPOP validates:

  • Whether the carrier is allowed at that dock

  • Whether the dock has an available time slot matching your Pickup Date, Ready Time, and Cutoff, or an acceptable overlapping slot

If a valid slot is found, FreightPOP creates the dock appointment and stores the Dock Appointment ID on the shipment.

If not, the shipment can still proceed (in most cases), but no appointment is created, and you’ll see a clear warning.

Dock Appointment ID Field

  • A read-only field labeled Dock Appointment ID, shown under Pickup Request, below Driver In/Out.

Behavior

  • If Dock Scheduling is enabled:

    • The field is displayed on relevant pages (Quote/Ship, Shipment Details, etc.).

  • When an appointment is successfully scheduled in Dock Scheduling:

    • The field is populated with the Dock Scheduling appointment ID.

  • If the appointment is modified externally (via Dock Scheduling portal, email link, or other DS workflow):

    • The Dock Appointment ID (and related Dock/Equipment fields) are kept in sync with the latest appointment.

  • If no appointment exists yet:

    • The Dock Appointment ID field remains blank.

Automation Priority

When you manually select a Dock and Equipment:

  • That selection is considered the highest level of automation for that shipment’s dock scheduling.

  • It overrides any default or recurring appointment automations that would otherwise run for that shipment.

In other words, manual Dock + Equipment choice wins over background automation.