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SmartBOL Bill of Lading - Getting Started

Updating License Key: Use Update Key under Start --> Programs --> ADi SmartBOL --> Classic. Enter first line as Name and second line as key.

Quick Bill of Lading:

  • Select Create tab from the Quick Menu.

  • Type all required information

  • Click Save and Print button to preview and print bill

Online Demos: Some features in these demonstrations may not be available in Basic version.

        1. Edit Settings
        2.
Add Shipper
        3.
Add Addresses
        4.
Add Products / Shipping Commodities
        5.
Add / Activate Carriers

Recommended steps before you Start using SmartBOL -

  • Edit Settings (Quick Menu | Settings) and set:

    • Starting Bill of Lading Number

    • Company Logo and (Name and Address) Information

    • For Multi-page Printing set number of copies to print and individual tags - Shipper Copy, Driver Copy, ...

    • Enter your Outgoing (SMTP) mail server and Email information - this feature is not available with basic single user license

  • Add Shipper Profile (Menu | Masters | Shipper)

  • Add Consignee and Third Party Bill-to records (Quick Menu | Addresses)

  • Activate your Carriers (Menu | Masters | Carriers). To activate a carrier, uncheck Inactive box and Save.

  • For Network Version, set Shared Data File Path (Menu | System)

How do I ...?

Import Bill of Lading information from my Order Entry System?

Get rid of ... Evaluation ... messages?

Assign Bill of Lading Numbers Automatically?

Print multiple copies of bill of lading with individual tags?

Print my logo and Company Information on top of bill of lading and Labels?

Create 17 digit bill of lading number?

Maintain Addresses, Products and Carriers?

Import Addresses from CSV file?

Email bill of lading from SmartBOL?

Edit Legal Text on Bill of Lading Form (Classic and Enterprise)?

How do I extend Evaluation Period?

 

Import Bill of Lading information from ODBC source, QuickBooks or Peachtree?

Import from QuickBooks or Peachtree is available in Classic version and ODBC source import is available in Enterprise version. Click Here to Evaluate these features.

 

Print multiple copies of bill of lading with individual tags?

Go to Quick Menu --> Settings and enter your logo and / or company information.

 

Print my logo and Company Information on top of bill of lading and Labels?

Go to Quick Menu --> Settings and enter your logo and / or company information.

 

Assign Bill of Lading Numbers Automatically?

On Create BOL screen, leave bill of lading number field blank to generate it automatically. Starting bill of lading number setting can be changed from the Settings (Quick Menu --> Settings) page.

 

Get rid of Evaluation messages?

Purchase a full license. These messages are not printed when a full use license key is entered.

 

Create 17 digit bill of lading number?

Not available in Basic Version: SmartBOL Classic and Enterprise versions automatically generate 17 digit bill of lading number using UCC number

 

Maintain Addresses, Products and Carriers?

Addresses, Products and Carriers screens can be opened using Menu --> Masters and selecting appropriate item.

 

Import Addresses from CSV file?

Addresses from CSV file can be imported using Menu --> Import options.

 

Email bill of lading from SmartBOL?

Not available in Basic Version: Setup email preferences on the Settings page. Send Bill of lading email from the list page.

 

Edit Legal Text on Bill of Lading Forms?

Not available in Basic Version: Menu --> Edit --> VICS / Straight Bill Text.

 

How do I extend Evaluation Period?

Contact SmartBOL Sales for more information. It may take up to 3 business days to issue an extended evaluation key.