Introduction to Truckload

This article covers the main features for truckload shipments, including the operations dashboard, creating shipments, searching, quoting, and how to add a new LSP carrier.

Truckload Operations Dashboard

This dashboard gives you a quick view of all your truckload shipments. It is located on the BackOffice Dashboard. To access, go to BackOffice.

The dashboard is color-coded by shipment status:

• Blue: On schedule
• Gray: Nothing scheduled
• Red: Needs attention

The dashboard works in conjunction with the Truckload - Search feature (Shipments > Truckload > Truckload - Search). Select a link on the dashboard to go directly to a filtered list of those results.

Create a Shipment

Short Form

Use the short form to generate a quote quickly. To access, go to Shipments > Create Shipment - Short Form.

1. Select a customer. Search by Customer Company or Contact Name/Login, then select Search. Locate a contact from the results and select Select Customer.
2. Complete the following sections: 
   • Origin and Destination Information
   • Pickup, Delivery, and Shipment Accessorials
   • Items to Ship
   • Pricing Information
   • Cost Calculations
3. Select a Save option.
   • Save & Duplicate - Saves the shipment and opens a new shipment with duplicate details. 
   • Save & Add Detail - Saves your progress but allows you to keep editing the shipment.
   • Save & View Details - Saves the shipment and brings you back to the Shipment Search page.

Standard Form

Use the standard form to generate a shipment for dispatch. To access, go to Shipments > Create Shipment - Standard Form.

1. Select a customer. Search by Customer Company or Contact Name/Login, then select Search. Locate a contact from the results and select Select Customer.
2. Complete the following sections:
   • Shipment References
     • To add additional references, select Add Reference Numbers.
   • Customer Notes
   • Origin and Destination Information
   • Pickup and Delivery Information
     
     • Notes - Internal. Will not populate on documents.
     • Instructions - External. Will populate on documents.
   • Pickup, Delivery, and Shipment Accessorials
   • Items to Ship
   • Pricing Information
   • Cost Calculations
   • Additional Information
     • Invoice Notes - External. Will populate on documents.
     • Price Calculation Notes - Internal. Will not populate on documents.
3. Select a Save option.
   
   • Save & Duplicate - Saves the shipment and opens a new shipment with duplicate details.
   • Save & Add Detail - Saves your progress but allows you to keep editing the shipment.
   • Save & View Details - Saves the shipment and brings you back to the Shipment Search page.

Shipment Search

Search and filter all of your shipments in the system. To access, go to Shipments > Shipment Search.

For more information, see Shipment Search.

Truckload Search

Search and filter all of your truckload shipments. To access, go to Shipments > Truckload > Truckload - Search or select a link on the Truckload Operations Dashboard.

For more information, see Truckload Shipment Search.

Truckload Quoting

The Truckload Quoting tool allows you to find a carrier for your load. To access, go to Shipments > Truckload Quoting or access from the Shipment Profile under tools.

For more information, see Truckload Quoting.

Add New LSP Carriers

This is how you add new carriers to the system. To access, go to LSP > LSP Carriers.

For more information, see Add New LSP Carrier.