Manual Reconciliation

How to bill shipments without EDI reconciliation

Shipments can only be invoiced to customers once the shipment has been Reconciled.

If you are receiving and processing billing files from a carrier then you should let the automatic EDI reconciliation system mark shipments as reconciled. However when this is not possible, you must mark shipments as Reconciled in order to invoice them.

This is done with the Change Reconciliation action which allows the operator to change the Reconciled status of a shipment.

Select one or more shipments in the Shipment Browser and click "Change Reconciliation"

Here you can change the Reconciliation state. Check the appropriate checkbox and click Submit to continue.

You can see that a shipment has been Reconciled by the Check badge icon