If you are an Enterprise customer with individual subsidiary organizations, remember that shipper settings are organization specific. Settings must be configured at the individual subsidiary organization level to ensure each subsidiary’s operations work as expected.
Dashboard → Shipper Settings
Shipper Settings is where your organization sets its house rules — the defaults Owlery applies automatically as a shipment moves from order to quote to tender to load to invoice. Set them once and your team stops re-typing the same values on every shipment.
Settings apply to your whole organization, not just to you. Changing one changes it for all of your teammates.
How the Page Works
The page opens as a set of cards, one per topic. Click a card to open that topic and see its settings, then use the breadcrumb at the top to come back. Every setting shows its name, a short description, and its current value. A value of-- means the setting has never been set, so Owlery falls back to its built-in behavior.
- On/off settings: flip the switch right in the row. It saves immediately.
- Everything else: click the edit action in the row (Update, Manage, or Add Contact), fill in the small form that opens, and save.
Where to Start
- Contacts: set your Logistics Contact first. It’s the fallback used across quoting, logistics, and writeback.
- Quoting: pallet dimensions, weights, and freight class prefill your quote forms automatically. Filling these in is the single biggest way to cut manual entry — Owlery uses them whenever item-level data is missing.
- Tendering: review Two Step Tendering and reference visibility before going live with carriers.
Settings Groups
Contact Settings
Set the fallback people Owlery emails when there’s no more specific contact.
Order Settings
Control what information your orders carry.
Quoting Settings
Set the values that prefill your quotes and choose which carriers price them.
Tendering Settings
Control what goes out when you tender, and what carriers can see beforehand.
Load Settings
Set on-time grace periods, load creation rules, and shipment IDs.
Exception Settings
Choose which carriers’ exceptions reach your Needs Attention queue.
Document Settings
Choose which shipment documents your team can generate, including custom templates.
Tagging Rules
Apply tags and GL codes automatically as orders, loads, and quotes arrive.
Freight Audit and Pay Settings
Automate invoice decisions, batch payments, and set carrier payment terms.
Team Playbook Settings
Show your own written procedures to your team inside the workflow.