Processing a Load
Getting a Load from New Build ➔ Delivered
When processing a load it is very important to know what each status means (click here to find out)
LOAD PAGE SECTIONS
The Load Page breaks down into sections. Each section contains different information, together making most of the important information available from the overview of the Load Page without expanding any of the sections. Inside each section of the Load profile are cards containing additional information. Below are the section descriptions as well as how to interact with the cards in each section. Below are the section descriptions as well as how to interact with the cards in each section
Details
The information shown on the collapsed Details tab ribbon includes, in order, the load status, truckload capacity, origin and destination cities, pickup date, and drop off date. It should be noted that different options and information will be available depending on whether the load is a TL load or an LTL load.
TO CHANGE A LOAD STATUS YOU CAN CLICK THE EDIT ICON UNDER “LOAD DETAILS” AND CHANGE THE STATUS -OR- PROCESS THE LOAD FROM THE CHECK CALL SECTION.
Click Here to Learn more about the DETAILS section
Documents
All documents that pertain to this load will be kept here. This way you can come back to the load later and see any associated documents. There are a few documents that are automatically saved here – Signed Rate Confirmation, POD, Carrier Invoice, Customer Invoice are a few.
Customer
The Customer section gives you some details from the customer profile. This shows you who the load is for
Carrier
The Carrier section show you who the carrier that is assigned on a load is. If the load is in AVAILABLE status, you can click FREIGHT MATCHING and dispatch a tender to carriers who have run the lane for you before, or assign a carrier to the load here.
Accounting
The accounting section is where the customer and carrier rates are held. If you need to update anything on a load from a pricing or “other cost” standpoint, this is where you do it. This is also where the accounting team/users will indicate checks and zero out the loads.
Check Calls
The Check Call section allows you to have accountability for information about the load’s status. Check calls will have a name and timestamp and can be added by simply clicking the box next to the status.
If you need to create a note or problem note that goes along with a check call, you can click on one of those icons in the top bar of the Details section. Certain check calls will also change the status of a load automatically. One example of this is when you click the “enroute” check call, the status changes to ENROUTE. Un-Loaded will change the status to DELIVERED.
