Building a Load

Creating a Load

To build a TL or Manual LTL load, Select: Commander Center [+] > New Load > Select Customer

EZ Loader TMS has a simple 3 step process for building a load in the New Load Wizard

Page 1 – Load Details & Customer Rate

This page is where you enter the basic Load Details (Truckload or LTL, trailer type, etc.) and the Customer Rate.

Note: All fields with an * are required fields

On page 1 of the New Load Wizard you will see:

Outstanding balances and the AR Aging report for the customer. This will give you a quick overview of the health of your customer's account.

Fields to input Modes, Sales Rep 1 & 2 with GP%, Reference Numbers, Equipment Types, Value, Rep and Tarps etc.

The "Critical Load" checkbox will make the load appear in red font within your Loads List when selected.

The customer rate is what you will be charging your customer. You have the option to input either a Flate Rate or a Unit Rate (Qty * Unit Rate = Total Rate to Customer)

Page 2 – Lane & Item Details

Page 2 includes the details for the lane as well as the items on the load. 

If you need to build a Multi-Stop Load just click the “add stop” icon in the Origin header (See section on Multi-Stop loads below)

When entering information into the "locations" or "product" field, any locations or items that were saved in the customers profile will display.

If you would like to save the location to the customer profile for later use, click the “save location” box

If you would like to save the item to the customer profile for later use, click the “save location” box

Click Here for Info on Saving Items and Locations to a Customer Profile

Stop Notes & BOL Notes -  Information entered into these sections will show up on the Rate Confirmation (Stop Note) and the BOL (BOL Note). You can also set default notes for the customer in the Customer Profile. 

Click Here for Info on Adding Default Notes to Customer Profile

Page 3 – Assign Carrier & Send Carrier Rate

Page 3 gives you a few options:

1. Assign Carrier and send Carrier Rate Confirmation
2. Create the load profile without assigning a Carrier
3. Posting the load to the load-board (Only available with active Loadboard Integration)

Option 1 - Assign Carrier and send Carrier Rate Confirmation

Step 1: Start typing in the carries name into the "Carrier Name" Field. You will see a list of search results from your list of Active carriers appear below the field. Carriers in the list will be color coded to show if they are available to be put on a load.

• Red - Unacceptable Risk Rating or No Insurance / Expired Insurance
• Yellow - Moderate Risk Assessment, Carrier Flagged or No Carrier Agreement on File
• Green - Good to Go

Click Here for Article on Carrier Profile Requirements

Step 2: Input dispatcher contact info and Carrier Rate

Step 3: Select "Create & Send Rate Confirmation", This will send the rate confirmation to the carrier and build the load profile with a status = "Assigned"

Click Here for Article on Digital Rate Confirmations

Option 2 - Create the Load Profile without Assigning a Carrier.

You may select the blue "Create" button without entering any carrier information. This will create the load profile with a status = "Available"

You may enter the load profile and assign a carrier + enter a carrier rate at a later time. Whenever you add a carrier to an available load the status will automatically change from "Available" to "Assigned" 

Option 3 - Posting the load to the load-board

*Note This is only applicable if you have a DAT or Truckstop Integration*

On page 3 of the New Load Wizard you also have the option to post the details of the load out to a loadboard.

Click Here for More Info on Loadboard Integrations

Building a Multi-stop load

When building a Multi-Stop load. Click on the "New Stop" icon to add a stop and the "Trash Can" icon if you need to remove a stop.

There are two Icons for adding Items to a Multi-Stop load. The box icon is for pickup Items and the parachute icon is for delivery items.

Posting to a Load Board from the New Load Wizard

You can post AVAILABLE loads to connected Load Boards (DAT & Truckstop) these integrations must be connected on your account in order to use these. 

Leave Carrier Blank = AVAILABLE LOAD

If you are ready to build a load (customer tenders a load to you), but you do not have a carrier for it yet, simply build the load in the New Load Wizard, but leave Step 3 (Assign a Carrier) blank and go ahead and create the load. You can come into the load page and 

Assign Carrier Rate

On the right of Step 2 you will see the Carrier Rate section. There are a few spots you can put in, but the most important are the Flat rate and the Unit Rate

Flat Rate - Put in an amount and this will be what is put on the customer side of the load

Unit Rate - Select a unit and put in a quantity and unit rate. The Unit Rate will be multiplied by Quantity to equal what is put on the customer side of the

Create and Send Rate Confirmation

There is a green button that says "Create and Send Rate Confirmation" if you click this button, you will be prompted to send the rate confirmation to the carrier. The dispatcher will automatically be put in the Email To Name and Email To Address automatically. The following popup will come up:

This will send a digital rate confirmation link to the dispatcher to sign digitally and get back to you