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Load Page - Details Section

Details Section: Contains that majority of your lane details as well as the notes section

Origin Card/Destination Card - Contains stop information and several notes that appear on documents such as rate confirmations.

Action Icons:

Edit - Edit fields within card

History - Show change log history

Add to Customer Locations - Saves stop location details to customer saved locations

Update From Customer Locations - Update the stop details from a saved location record in the customer profile

Add Stop - Adds an additional stop card

Resequence Stop - Allows you to reorder your stop sequence on multi stop loads

 

Status Card - Contains the load status as well as reference numbers.

Action Icons:


Pod/Inv Request - Sends and email to your designated recipient with a link to the POD/INV Request Webform.

!!!!!CLICK HERE FOR HELP ARTICLE ON POD/INV REQUEST FORM!!!!!!

 

Sales Reps Card - This card list the personnel/users associated with the load in varies roles.

 

Items Card - Add or remove the items for the load.

 

Notes Card - Contains a number of manually entered load notes as well as system event notes.