Loads

A load describes the inventory on a truck. One load can have multiple deliveries (outbound), pickups (inbound), and stops.

Configuration options

The Loads module is a highly customizable tool. Configure loads for a variety of scenarios to deliver managed or unmanaged freight. DVU users can design:

1. multi-stop mixed loads that end at a terminal

2. multi-stop mixed loads that start at a terminal

3. multi-stop milk run routes with an option for customer systems integrations

Page overview

There are two ways to open the Loads page.

1. Go to Home > Transportation > Loads.

2. Go to Home > Transportation > Dispatch > Loads tab.

The Loads page displays a table of records. Click a table row to open the Edit panel. Review details and update information.

Manage table information with the menu icons.

1. Add a new record.

2. Edit an existing record.

3. Delete a record (and then click OK in the confirmation popup window).

4. Refresh the list.

5. Enter a keyword and search the records.

6. Filter the display.

7. Export the table in an XLSX file.

8. Export the table in a PDF file.

9. Email the table (CSV file) to someone.

10. Click the ellipsis and select Show/Hide Columns.

Show/Hide Columns

• Use the checkboxes to display or hide table columns.

Managing record display

Depending on table settings, the page might only display records with an implied active status (e.g. Open, In Transit, etc.). Status labels that suggest inactivity (e.g. Closed, Void, etc.) might not be enabled and, therefore, not visible in the table.

To change the display configuration:

1. Click the Search icon.

2. Use the checkboxes to enable or disable the display of records with a specific Status label.

3. Click the x icon in the top right corner to close the window.

4. Click the Refresh icon.

• The page updates the records in the table.

Template

The Loads template has nine links on the side menu. Eight links are identical to the menu items on the Shipments or Pending Quotes templates. There is one difference:

• The Loads page has a Shipments/Stops link instead of Commodities.