# How to Use Owlery

> Owlery is the AI-powered TMS and Logistics Platform built for modern logistics. We know that No One Ships Alone - this guide has everything you need to get set up and moving freight, no matter which side of the shipment you're on.

## Docs

- [Welcome](https://help.owlery.ai/welcome.md): Start here — find the guide for your role, whether you ship, haul, or run the dock.
- [Signing In to Owlery](https://help.owlery.ai/signing-in.md): How to log in with your work email using Google, Microsoft, or a magic link.
- [Switch to Dark Mode](https://help.owlery.ai/switch-to-dark-mode.md): Choose between light mode, dark mode, or let Owlery follow your system setting.
- [Shipper Guide](https://help.owlery.ai/shippers/welcome.md): Everything shippers need to set up Owlery and move freight — from settings and integrations to orders, loads, and invoices.
- [Getting Started in 4 Steps](https://help.owlery.ai/shippers/getting-started-in-4-steps.md): Everything you need to set up, ship, and manage freight with Owlery.
- [Orders](https://help.owlery.ai/shippers/orders.md): Your POs and SOs — the starting point for every shipment.
- [Quotes](https://help.owlery.ai/shippers/quotes.md): Find, filter, and follow your quotes — plus what every status and drawer tab means.
- [Review Responses & Tender](https://help.owlery.ai/shippers/review-responses-and-tender.md): A walkthrough of the quote drawer's Details tab — comparing carrier rates, picking a winner, sending rate cons and BOLs, and booking the load.
- [Quote Response Date Warnings](https://help.owlery.ai/shippers/quote-response-date-warnings.md): How Owlery compares a carrier's estimated dates against the dates you requested.
- [Tender Release Documents](https://help.owlery.ai/shippers/tender-configuration.md): Configure which documents (BOL, packing list, shipping label, customs invoice) Owlery generates and emails to carriers and facilities the moment you tender a quote.
- [Two Step Tendering](https://help.owlery.ai/shippers/two-step-tendering.md): Tender an order with Two Step Tendering enabled: review your details, requote if needed, and submit the final tender.
- [Loads](https://help.owlery.ai/shippers/loads.md): The actual shipment — created, tracked, and documented in one place.
- [Invoices](https://help.owlery.ai/shippers/invoices.md): Review what carriers bill against what you agreed to pay, then approve or dispute.
- [Item Master](https://help.owlery.ai/shippers/item-master.md): Your product catalogue — Owlery reads it every time a load or order is created.
- [Overview](https://help.owlery.ai/shippers/contract-rates-overview.md): Store the contract rates (or Rates on File) you have with your carriers.
- [Contract Rates Page](https://help.owlery.ai/shippers/contract-rates-page.md): Navigate the Active, Expired, and Upcoming tabs and read the contracts table and detail drawer.
- [Managing Contract Rates](https://help.owlery.ai/shippers/adding-contract-rates.md): Add contract rates manually or by CSV upload, then edit, bulk-update, or delete them.
- [Fuel Surcharges](https://help.owlery.ai/shippers/fuel-surcharges.md): Create fuel surcharge schedules and pair them with contract rates so surcharges apply automatically.
- [Shipper Settings Overview](https://help.owlery.ai/shippers/shipper-settings.md): The defaults Owlery applies as shipments move from order to invoice — set them once and save time on every shipment.
- [Payment Due Date Rules](https://help.owlery.ai/shippers/payment-due-date-rules.md): Set up rules that automatically calculate payment due dates on carrier invoices.
- [Coming Soon](https://help.owlery.ai/shippers/coming-soon.md): Analytics for shippers is on the way.
- [Overview](https://help.owlery.ai/shippers/integrations-overview.md): Connect Owlery to the systems and partners you rely on to keep your supply chain moving.
- [NetSuite Integration](https://help.owlery.ai/shippers/netsuite/overview.md): Three things from your team. Owlery handles everything else.
- [Connecting NetSuite](https://help.owlery.ai/shippers/netsuite/connect.md): The one-time credential setup — what to create in NetSuite, what the setup never involves, and the role configuration we recommend.
- [Reading Data from NetSuite](https://help.owlery.ai/shippers/netsuite/reading-data.md): How Owlery automatically pulls orders, items, and facilities from NetSuite — hands-free after credentials are connected.
- [Writing Back to NetSuite](https://help.owlery.ai/shippers/netsuite/writing-back.md): Owlery designs a best-practice write-back system tailored to your NetSuite workflows — fulfillments, receipts, landed cost, and more.
- [Configuration Reference](https://help.owlery.ai/shippers/netsuite/configuration.md): The full set of configuration options Owlery supports for NetSuite — order scope, field mapping, routing, filtering, and more.
- [Cin7 Core Integration](https://help.owlery.ai/shippers/cin7-core.md): Connect once, confirm the recommendation, and let Owlery handle the details.
- [Reading Data from Cin7 Core](https://help.owlery.ai/shippers/cin7-core/reading-data.md): How Owlery synchronizes Cin7 Core orders, products, facilities, and fulfillment activity.
- [Writing Back to Cin7 Core](https://help.owlery.ai/shippers/cin7-core/writing-back.md): How Owlery returns selected pickup and delivery dates to Cin7 Core.
- [Cin7 Core Configuration Reference](https://help.owlery.ai/shippers/cin7-core/configuration.md): Order scope, filters, splitting, item mapping, and date write-back controls.
- [Katana Integration](https://help.owlery.ai/shippers/katana.md): Sync Katana orders, inventory, and products into Owlery, with supported carrier fulfillment tracking.
- [Reading Data from Katana](https://help.owlery.ai/shippers/katana/reading-data.md): How Owlery synchronizes Katana orders, locations, variants, and inventory.
- [Writing Back to Katana](https://help.owlery.ai/shippers/katana/writing-back.md): The supported carrier-specific sales-order fulfillment tracking workflow.
- [Katana Configuration Reference](https://help.owlery.ai/shippers/katana/configuration.md): Order scope, synchronization, mapping, and supported tracking controls.
- [SAP Business One Integration](https://help.owlery.ai/shippers/sap-business-one.md): Owlery designs the order-selection and mapping rules around your Service Layer data.
- [Reading Data from SAP Business One](https://help.owlery.ai/shippers/sap-business-one/reading-data.md): How Owlery synchronizes orders and enriches sales shipments from delivery notes.
- [SAP Business One Configuration Reference](https://help.owlery.ai/shippers/sap-business-one/configuration.md): Order scope, OData selection, customer filtering, and parcel classification.
- [SAP S/4HANA Integration](https://help.owlery.ai/shippers/sap-s4hana.md): Owlery follows your SAP document flow and designs the matching freight workflow.
- [Reading Data from SAP S/4HANA](https://help.owlery.ai/shippers/sap-s4hana/reading-data.md): How Owlery follows SAP sales, delivery, purchasing, and stock-transfer document flows.
- [Writing Back to SAP S/4HANA](https://help.owlery.ai/shippers/sap-s4hana/writing-back.md): How Owlery returns selected carrier, quote-number, and freight results to approved SAP services.
- [SAP S/4HANA Configuration Reference](https://help.owlery.ai/shippers/sap-s4hana/configuration.md): Document scope, order grouping, requisition origins, lookup, and write-back controls.
- [Cin7 Omni Integration Scope](https://help.owlery.ai/shippers/cin7-omni.md): Understand the current Cin7 Omni mapping foundation and how Owlery scopes a connection.
- [Cin7 Omni Reading Scope](https://help.owlery.ai/shippers/cin7-omni/reading-data.md): The implemented sales and purchase mapping foundation and its current boundaries.
- [SOS Inventory Integration](https://help.owlery.ai/shippers/sos-inventory.md): Owlery learns your order and item conventions, then recommends the mapping.
- [Reading Data from SOS Inventory](https://help.owlery.ai/shippers/sos-inventory/reading-data.md): How Owlery synchronizes SOS orders, items, locations, partners, units, and packaging.
- [SOS Inventory Configuration Reference](https://help.owlery.ai/shippers/sos-inventory/configuration.md): SKU source, display-name, synchronization, exact-refresh, and search behavior.
- [QuickBooks Online Integration](https://help.owlery.ai/shippers/quickbooks.md): Connect your accounting workflow while Owlery handles the mapping and controls.
- [Reading Data from QuickBooks Online](https://help.owlery.ai/shippers/quickbooks/reading-data.md): How Owlery synchronizes supported Estimates and Items through QuickBooks change tracking.
- [Writing Back to QuickBooks Online](https://help.owlery.ai/shippers/quickbooks/writing-back.md): Supported Estimate, freight Purchase Order, and specialized invoice workflows.
- [QuickBooks Configuration Reference](https://help.owlery.ai/shippers/quickbooks/configuration.md): Estimate, Customer, Item, Vendor, account, and freight write-back mappings.
- [Connect Ramp to Owlery](https://help.owlery.ai/shippers/ramp.md): Set up a Ramp developer app and link it to Owlery so invoice and bill data syncs automatically.
- [Need Help?](https://help.owlery.ai/shippers/need-help.md): How to reach Owlery support when setup or syncing isn't going to plan.
- [Carrier Portal](https://help.owlery.ai/carriers/overview.md): Quote, tender, track, and invoice — everything carriers need to manage loads in Owlery.
- [Submit a Quote](https://help.owlery.ai/carriers/submit-a-quote.md): How to find open rate requests and submit bids to your shippers in Owlery.
- [Accept a Tender](https://help.owlery.ai/carriers/accept-a-tender.md): How to review, accept, or reject tendered loads from your shippers in Owlery.
- [Edit a Load Number](https://help.owlery.ai/carriers/edit-a-load-number.md): How to correct a load number after accepting a tender so it matches the shipment ID on your invoice.
- [Update Shipment Tracking](https://help.owlery.ai/carriers/update-shipment-tracking.md): How to enter arrival and departure times and log in-transit updates for your loads in Owlery.
- [Upload Proof of Delivery](https://help.owlery.ai/carriers/upload-proof-of-delivery.md): How to attach PODs and other shipping documents to your loads in Owlery.
- [Submit an Invoice](https://help.owlery.ai/carriers/submit-an-invoice.md): How to invoice shippers in Owlery — manually, in bulk by CSV, or automatically through the API or EDI.
- [Track and Fix Invoices](https://help.owlery.ai/carriers/track-and-fix-invoices.md): Follow your invoice's status, see why it was disputed, and correct and resubmit it.
- [Remittance Details](https://help.owlery.ai/carriers/remittance-details.md): Find remittance details for invoices paid through Owlery.
- [Connect Tai TMS to Owlery](https://help.owlery.ai/carriers/tai-tms.md): Connect your Tai TMS account to Owlery so load statuses, shipment details, and location updates sync automatically.
- [Invite Teammates](https://help.owlery.ai/carriers/invite-teammates.md): How to add team members to your carrier account so they can manage loads in Owlery.
- [Set Up Your Facility Profile](https://help.owlery.ai/facilities/facility-profile.md): Configure your facility's address, contacts, notes, and dock details so the rest of Owlery has what it needs.
- [Set Up Dock Appointment Settings](https://help.owlery.ai/facilities/dock-appointment-settings.md): Configure how appointments are scheduled at your facility — timeslots, capacity, booking rules, and notifications.
- [Appointment Colors on the Dock Calendar](https://help.owlery.ai/facilities/appointment-colors.md): What each appointment's fill and border color tells you about the truck's progress and the appointment's status.
- [Check In a Driver](https://help.owlery.ai/facilities/driver-check-in.md): Mark drivers as arrived, capture late reasons, and move appointments through check-in.
- [Extensiv (3PL Central)](https://help.owlery.ai/facilities/wms-integrations/extensiv.md): Connect Extensiv to Owlery so inbound receivers and outbound orders sync automatically — no manual imports.
- [Overview](https://help.owlery.ai/dock-scheduling/overview.md): Book and manage pickup and delivery appointments at Owlery-powered facilities.
- [Book an Appointment](https://help.owlery.ai/dock-scheduling/book-an-appointment.md): Step-by-step instructions for carriers to book pickup and dropoff appointments in Owlery Dock Scheduling.