Managing an existing load

Full transcript

In this lesson, we’ll review an existing load, find its status controls, and locate its details and documents.

Start with a load already in Loads Hub.

This walkthrough leaves the live record unchanged.

Open Loads and use the search field to find a load number or carrier.

Check the matching record before opening its controls.

The filters above the table help narrow what you see.

Each table row has its own status menu.

The available choices are Booked, In Transit, Delivered, Pending Payment, and Paid.

For your own work, choose a status that accurately reflects the load’s situation.

Booked, In Transit, and Delivered describe operational progress.

Pending Payment and Paid describe payment progress.

Delivery alone is not evidence of payment.

This walkthrough shows the choices without changing a status.

To review or correct the load fields, open the three-dot menu under Actions and choose Edit.

The eye icon beside it opens the rate confirmation preview.

Use Edit to open the load details form.

Check the load number, pickup date, origin, destination, and broker against your source information.

Then review the carrier, driver selection, and rate.

Confirm that the selected people and company match the intended load.

Notes can hold relevant operational updates.

Dispatcher Percentage Override is a separate setting for a custom dispatcher percentage.

Its helper text says to leave it blank to use the automatic rate based on pay rates and tiers.

When making an intentional correction, review your entries before using Save Changes.

If you are only inspecting the form, use Cancel.

We cancel here without changing any fields or saving the record.

The paperclip under Docs opens the load’s Documents panel.

Upload Document opens a file picker for an attachment.

Check that you are working on the correct load before adding a file.

No file is selected or uploaded in this demonstration.

Before moving on, confirm the correct record, accurate operational status, and the details and documents your team needs.

Handle payment status according to confirmed payment information.

Next, we’ll look at creating and managing invoices.