How to add a new load
To add a new load, you need to go to the Carrier Dispatch menu and click on the Loads menu item.
In the window that opens, click the “Add new load” button.
In the first step, you need to add the company that owns the load, to do this, enter information about the company in the search field and click add contact.
Also in the first step you need to specify information about the load - type of equipment, trailer size, load type, customer load id and also to specify if the load is oversize or overweight.
In the second step you need to specify the origin and destination, if necessary, add a pickup and delivery instructions, as well as pickup and delivery numbers
In the Freight Section you can specify the weight of the shipment, the number of pallets, the packaging type, qty and size.
More information about the shipment can be added in the optional details.
After adding the shipments, you need to click the
Next button and go to the third step.
In the third step you need to specify the appointment date and appointment time. If necessary, specify the pickup number.
More stop information you can specify in optional details:
In the fourth step you will see on the map the built route, if necessary, you can manage the route, just drag to change stop.
In th last fifth step, you need to specify the load billing information
Once you fill in the billing information you can click save. The load will be created and will be displayed in the list of loads.If you want to create an invoice, you need to click save & create invoice.
More about invoices you can learn in the Accounting section.