Delivering a Load – After Delivery Process
Delivering a Load – After Delivery Process
Changing the Status to DELIVERED
There are two ways to change a load status to Delivered…
The first way is to change the status within Details > Status > Load Status > Dropdown – Delivered
The second way to change the status to Delivered is Load Page > Check Calls > Un-Loaded
Carrier Ranking
As you change the status to DELIVERED – EZ Loader TMS will ask you to rank the carrier from 1 – 5 stars. This will give the carrier an average star rating. This is an internal ranking system.
Truckload – POD/Invoice Request
Once a load is change to STATUS > DELIVERED a “Send POD/Invoice Request” popup will show up.
This will send a link to your dispatcher (or factoring company) via email that will link to a portal page where they can drop the POD and Invoice for the load.
After Delivery - Invoice Audit
Depending on your internal process, it will be different user’s responsibility to Audit loads. Some companies require the broker to approve all carrier invoice #s, whereas some companies depend on their Accounting users to do this. In EZ Loader TMS, we link loads in the Invoice Audit section to the broker assigned to the load as well as all accounting users.
When a Carrier uploads invoice in the POD/Invoice Request Page it is moved over to the Invoice Audit Page
This is indicated by the Invoice Audit Icon. This will show you how many loads you need to audit.
Click on this icon to go to the Invoice Audit Page
Loads with Invoice Issues
These are loads that the carrier has uploaded the carrier invoice, but the numbers are different than what is in the load -OR- the carrier has submitted additional costs
Loads with Missing Requirements
The Invoice Audit page checks the Customer Invoice Requirements that are set in the Customer Profile.
Based on these requirements, loads are put into “Loads with Missing Requirements” if you are still waiting on something before the load is automatically invoiced to the customer. This could be missing, POD, Invoice, etc.
Loads with No Issues
This section is for loads that are ready to be invoiced and have Require Invoice Audit selected in the customer profile.
Invoiced Loads – Carrier Audit Only
This section is for loads where the customer has already been invoiced, but the carrier is just now uploading their invoice that contains an invoice amount different than the original carrier rate. These are carrier invoices that need to be audited and approved.