Create a Shipment in Automated Product Release

Last updated: April 30, 2026

Overview

This guide walks you through creating a new shipment in Temperature Release, connecting it to an existing Lane Profile, Product Profile, configuring shipment details, and uploading temperature data.

Step 1: Navigate to Auto Product Release

  1. Click the “+” (Plus) icon to create a new shipment.

Step 2: Enter Shipment Details

  1. Create a Shipment ID

    • Enter a unique Shipment ID for tracking purposes.

  2. Connect to a Lane Profile

    • Select the appropriate Lane Profile from the dropdown.

    • Once selected, the system will automatically populate:

      • Configured parameters

      • Monitoring rules

      • Associated tags

      • Risk settings

    💡 Tip: Make sure your Lane Profile is created beforehand under*
    Configuration → Lane Profile.

Step 3: Set the Shipment Timeline

  1. Enter the Start Date.

  2. Click Apply.

  3. Enter the End Date.

  4. Click Apply again.

  5. Click Continue.

⚠ Always click Apply after selecting dates to ensure they save properly.

Step 4: (Optional) Add Advanced Details

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Click Advanced to expand additional fields.

Here you may add:

  • Carrier name

  • Bill of Lading (BOL)

  • Marine vessel number

  • Flight number

  • Additional shipment identifiers

  • Descriptions or notes

These fields are optional but helpful for traceability and documentation.

Step 5: Apply a Product Profile (If Applicable)

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  1. Select a Product Profile.

  2. The system will populate the product-specific temperature parameters.

Product Profiles must be created in advance under:
Configuration → Product Profile

💡 Best Practice:
Create your Lane Profile and Product Profile first to avoid manual data entry later.

Step 6: Review and Manage Tags

  • Tags associated with the selected Lane or Product Profile will auto-populate.

  • To add new tags:

    1. Click Edit

    2. Click the “+” icon

    3. Search and select the desired tag

    4. Save

Tags help with filtering and reporting later.

Step 7: Review Shipment Before Creating

  1. Click Review.

  2. Carefully verify:

    • Shipment ID

    • Lane Profile

    • Timeline

    • Carrier details

    • Product Profile

    • Tags

  3. If everything looks correct, click Create New Shipment.

Step 8: Upload Temperature Data

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After creating the shipment, you will see the option to:

  • Upload temperature data now
    OR

  • Upload later using the Add Temp Data button from Shipment Details

Step 9: Add Temperature Data (When Ready)

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From Shipment Details, click Add Temp Data.

You may:

  • Upload logger files

  • Upload temperature data only

  • Upload PDFs (no temperature data)

  • Manually enter excursions or deviations

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Manual Entry Process:

  • Select the device

  • Enter excursion details line by line

  • If managing multiple devices, repeat per device

  • Click Advanced to expand additional fields if needed

Best Practices

  • Always create Lane Profiles and Product Profiles before creating shipments. This will make your life easier!

  • Use tags consistently for easier reporting and search.

  • Double-check timelines to avoid evaluation issues.

  • Review shipment configuration before final creation.