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Follow up on the latest improvements and updates.
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Manage Carrier Configuration with AI
The
techSHIP AI Assistant
is now available from Carrier Settings, helping you inspect configurations and complete supported Carrier management tasks using natural language.The assistant works within the Carrier currently being viewed and follows existing permissions, validation rules, and confirmation requirements before applying changes.
What's New
- Carrier Settings: Review and update supported Carrier configuration.
- Baseline Accounts: Create, inspect, edit, copy, and delete eligibleBaseline Accounts.
- Configuration Areas: Manage supportedSurcharges,Service Codes,Packages,Custom Fields, andRates.
- Context-Aware Assistance: The assistant uses the current Carrier as context and asks for clarification when the intended target is ambiguous.
- Confirmed Changes: Review proposed modifications before explicitly confirming them.
⚠️ Do not enter
Carrier
credentials
, passwords
, API keys
, API secrets
, tokens
, or other protected information into the AI prompt.How to Find it
- Open Carriers>My Carriers.
- Select a Carrierand click theAI Assistanticon.

Resources
Learn more in our updated documentation:
new
techSHIP+
techSHIP MultiSite
techSHIP
Centralized Pickup Schedule for Accurate Induction Data
The centralized
Pickup Schedule
calculates a precise Expected Induction Date
for all carriers, refining the accuracy of your Insights
dashboards.By configuring operating hours and facility closures,
techSHIP
matches warehouse readiness against carrier availability. While all pickups are now managed here, existing carrier configurations do not migrate automatically and must be manually scheduled to establish your internal planning schema.What's New
- Unified Calendar: Manage standard weekly arrivals through a centralized7-Day Calendar.
- Holiday Management: Define facility closures to automatically suppress recurring pickups.
- Custom Exceptions: CreateOne-Offschedules to override standard rules for early closures.
How to Find it
- Navigate to My Portaland selectUse Pickup Module.
- Open the Carriersmenu and access thePickup Schedulepage.

Resources
Learn more in our updated documentation:
improved
techOMS
Trace Inventory Allocations to Their Orders
See exactly which
Sales Orders
currently contribute to an inventory allocation directly from Inventory Levels
in techOMS
. This makes allocation discrepancies faster to investigate without manually cross-referencing orders.Select an interactive
Allocated Quantity
to open Allocated Orders
. The dialog includes only orders currently contributing to the selected SKU/inventory allocation, with each order’s contribution visible for reconciliation.What's New
- Allocation Traceability: ReviewOrder #,Customer Name,Allocated Quantity,Order Status, andOrder Datefor contributing orders.
- Reconciliation: DisplayedAllocated Quantityvalues reconcile to the allocation selected inInventory Levels.
- Search and Navigation: UseSearchto filter displayed orders andViewto open the correspondingSales Order.
- Access Control: Order details are available only to users with permission to view them.
How to Find it
- Go to Inventory>Inventory Levels.
- Select an interactive Allocated Quantity.
- Review Allocated Orders, useSearchto narrow results, or selectViewto open an order.

Resources
Learn more in our updated documentation:
new
techSHIP+
techSHIP MultiSite
techSHIP
Control Cartonization with Handling Groups
Control Cartonization with Handling Groups
Handling Groups
give you greater control over which Items can share a Package during Cartonization, helping prevent incompatible products from being packed together while preserving normal packing efficiency.Define location-specific groups and
Mix Rules
, then assign them through Item configuration, imports, or Order Management Rules (OMR)
. techSHIP
evaluates compatibility before selecting Boxes while continuing to enforce physical packing requirements.What's New
- Flexible Compatibility: UseMix with all,Mix with selected, orSeparateto control which Handling Groups may share Packages.
- Flexible Assignment: Assign aHandling Groupmanually, through Item imports, or dynamically withCartonization Handling GroupOMR conditions and actions.
- Effective Compatibility: See the compatibility that actually applies when rules between groups differ.
- Ungrouped Support: Items without a Handling Group remain valid and can continue through Cartonization.
How to Find it
- Open Settings > Cartonization > Handling Groups.
- Create your groups and configure their Mix Rule.
- Assign groups to Items or automate assignments with Rule Sets.

Resources
Learn more in our updated documentation:
improved
techOMS
Clone Carrier Tracking URLs Faster
techOMS
now includes Tracking URL
values in the Carrier CSV import/export flow, reducing manual re-entry when configuring compatible accounts and helping minimize setup errors during account onboarding.During
Export
, each Carrier’s stored Tracking URL is included in the CSV. During Import
, the value is processed and saved at the Carrier level, while legacy CSV files without the column remain supported.What's New
- Tracking URL Export: Include the stored Tracking URL in exported Carrier CSVs, including empty values where none is configured.
- Tracking URL Import: Import Tracking URL values and overwrite an existing value when a non-empty replacement is provided.
- Backward Compatibility: Continue importing legacy CSV files without the Tracking URL column.
- Account Cloning: Move Carrier tracking configuration between compatible accounts using the existing import/export workflow.
How to Find it
- Go to Admin Settings>Carriers.
- Select Maintenanceand then:
- Import: To upload a CSV containing the Tracking URL column.
- Export: To generate the updated CSV

Resources
Learn more in our updated documentation:
improved
techSHIP+
techSHIP MultiSite
techSHIP
Control Host System Updates by Client
Get
earlier tracking visibility
in your Host System for the Clients that need it, without changing update timing across the entire Location. Rule Sets
now provide granular control over which orders trigger a Host System update during processing.The new
Update Host System on Processing
action sends the applicable tracking update after shipment booking for orders covered by the Rule Set. Existing Location-level behavior remains unchanged.What's New
- Client-Level Control: Apply processing-time Host System updates only to Clients covered by the Rule Set.
- Earlier Tracking Updates: Send tracking information to the Host System during processing instead of waiting for Manifest processing.
- Trigger-Specific Action: The action is available exclusively whenTriggeris set toAfter Shipment Booking.
- Existing Workflow Preserved: The standard callback still occurs when the Manifest is finalized.
How to Find it
- Go to Clients>Rule Sets.
- Open or create a Rule Set with Triggerset toAfter Shipment Booking.
- Under Actions, selectAdd Action>Update [Host System Name] on Processing.
- Configure NameandDescription, then selectAdd.

Resources
Learn more in our updated documentation:
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techSHIP MultiSite
techSHIP
Automate Rules Using the Original Import Carrier
Build more reliable carrier-driven workflows with three new Rule Set conditions that evaluate how an order originally entered
techSHIP
: Import carrier code
, Original WMS carrier code
, and Original WMS service code
. These values give you more precise control over routing and shipping automation, even when the current Carrier
changes later.The new conditions distinguish the
original import selection
from raw Carrier and Service values received from the Host System
, giving each source value a dedicated field for rule evaluation.What's New
- Import Carrier: Evaluate the Carrier recorded at import using standard codes,RATESHOPfor rate-shopping imports, orIMPORTwhen the[Import]option was used. Matching is case-insensitive.
- Original Host System Values: Evaluate the raw inbound Carrier withOriginal WMS carrier codeor Service withOriginal WMS service code.
- Persistent Import Context:Import carrier coderemains unchanged after rate shopping, Rule Set Carrier actions, or manual Carrier edits.
How to Find it
- Go to Clients>Rule Sets.
- Add or edit a condition.
- Select Import carrier code,Original WMS carrier code, orOriginal WMS service code.

Resources
Learn more in our updated documentation:
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techSHIP+
techSHIP MultiSite
techSHIP
Route Smarter with Reusable Custom Lists
Custom Lists
give techSHIP
a scalable way to maintain reusable sets of values separately from the rules that use them. Build a list once, update its values centrally, and reference it from supported conditions without maintaining large datasets inline.A key application is
carrier serviceability
: store supported postal codes in a Custom List, then evaluate Postal
against that list in an Order Management Rule Set to automatically route orders outside a Carrier’s coverage area. Postal codes are one use case—Custom Lists remain independent, generic datasets.What's New
- Reusable Lists: Create named Custom Lists and manage arbitrary text values independently from rule configurations.
- Bulk Management: Import or export values using CSV or XLSX files.
- Rule Conditions: Usein listandnot in listto evaluate supported fields against reusable datasets.
- Carrier Serviceability: CombineCarrier codeandPostalconditions to assign a fallbackService codewhen a destination is outside the Carrier’s supported postal codes.
How to Find it
- Go to Clients>Custom Liststo create and maintain lists.
- In a supported Rule Set condition, select in listornot in listand choose your Custom List.

Resources
Learn more in our updated documentation:
improved
techOMS
Find Inventory by Product Variant Name
Find the right inventory records faster in
techOMS
without looking up a SKU first. Inventory search now supports Product Variant Name
, reducing friction when locating stock across warehouses.Use
Quick Search
or Advanced Search
to enter the beginning of a Product Variant Name. Matching is case-insensitive, and Advanced Search combines multiple criteria to narrow results.What's New
- Quick Search: Search bySKUorProduct Variant Nameusing a begins-with match.
- Advanced Search: Filter inventory usingWarehouse,SKU, and the newProduct Variantfield.
- Combined Filtering: When multiple Advanced Search criteria are applied, records must match all specified criteria.
How to Find it
- Open Inventory Levels.
- Enter a Product Variant Name in Quick Search, or select theFiltericon.

Resources
Learn more in our updated documentation:
new
techOMS
Build Supplier-Ready Purchase Orders
Purchase Orders in
techOMS
now support Supplier selection and address management
, giving purchasing teams the information needed to create complete supplier-facing orders.Select a saved Supplier to populate
Supplier Pick Up
and Supplier Bill To
automatically. Selecting a Requested Warehouse
populates Ship To
, while Use Ship To Address
lets you reuse that location for Bill To
or maintain a separate billing address.What's New
- Supplier Selection: Select an existing Supplier directly from a Purchase Order.
- Address Management: Automatically populate supplier and warehouse addresses while keepingBill Toindependently editable when required.
- Purchase Order Export: Export individual Purchase Orders asPDForCSVfor external sharing and processing.
- Bulk Export: Export selected Purchase Orders as one merged PDF or one combined CSV.
How to Find it
- Go to Purchases > Purchase Orders.
- Create or open a Purchase Orderto manageSupplierand address information.
- Alternatively, use Exportto download the Purchase Order asPDForCSV.

Resources
Learn more in our updated documentation:
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