WEBVTT

00:00:00.300 --> 00:00:08.003
In this lesson, we’ll review an existing load, find its status controls, and locate its details and documents.

00:00:08.003 --> 00:00:11.427
Start with a load already in Loads Hub.

00:00:11.427 --> 00:00:14.423
This walkthrough leaves the live record unchanged.

00:00:15.175 --> 00:00:20.354
Open Loads and use the search field to find a load number or carrier.

00:00:20.354 --> 00:00:23.313
Check the matching record before opening its controls.

00:00:23.313 --> 00:00:27.013
The filters above the table help narrow what you see.

00:00:27.800 --> 00:00:31.688
Each table row has its own status menu.

00:00:31.688 --> 00:00:37.520
The available choices are Booked, In Transit, Delivered, Pending Payment, and Paid.

00:00:37.520 --> 00:00:43.838
For your own work, choose a status that accurately reflects the load’s situation.

00:00:44.592 --> 00:00:48.838
Booked, In Transit, and Delivered describe operational progress.

00:00:48.838 --> 00:00:52.553
Pending Payment and Paid describe payment progress.

00:00:52.553 --> 00:00:56.268
Delivery alone is not evidence of payment.

00:00:56.268 --> 00:01:01.045
This walkthrough shows the choices without changing a status.

00:01:01.800 --> 00:01:08.148
To review or correct the load fields, open the three-dot menu under Actions and choose Edit.

00:01:08.148 --> 00:01:12.115
The eye icon beside it opens the rate confirmation preview.

00:01:12.115 --> 00:01:15.289
Use Edit to open the load details form.

00:01:16.050 --> 00:01:22.927
Check the load number, pickup date, origin, destination, and broker against your source information.

00:01:22.927 --> 00:01:26.857
Then review the carrier, driver selection, and rate.

00:01:26.857 --> 00:01:32.261
Confirm that the selected people and company match the intended load.

00:01:33.050 --> 00:01:35.526
Notes can hold relevant operational updates.

00:01:35.526 --> 00:01:40.478
Dispatcher Percentage Override is a separate setting for a custom dispatcher percentage.

00:01:40.478 --> 00:01:48.318
Its helper text says to leave it blank to use the automatic rate based on pay rates and tiers.

00:01:49.092 --> 00:01:54.363
When making an intentional correction, review your entries before using Save Changes.

00:01:54.363 --> 00:01:58.317
If you are only inspecting the form, use Cancel.

00:01:58.317 --> 00:02:03.149
We cancel here without changing any fields or saving the record.

00:02:03.925 --> 00:02:07.291
The paperclip under Docs opens the load’s Documents panel.

00:02:07.291 --> 00:02:10.656
Upload Document opens a file picker for an attachment.

00:02:10.656 --> 00:02:15.518
Check that you are working on the correct load before adding a file.

00:02:15.518 --> 00:02:18.884
No file is selected or uploaded in this demonstration.

00:02:19.675 --> 00:02:28.467
Before moving on, confirm the correct record, accurate operational status, and the details and documents your team needs.

00:02:28.467 --> 00:02:32.375
Handle payment status according to confirmed payment information.

00:02:32.375 --> 00:02:36.283
Next, we’ll look at creating and managing invoices.