2. Click on the + sign in the green bar at the top of screen
3. Select Route/Load (New)
4. Type Customer name in the CUSTOMER box or search the template using template reference sheet. *NOTE: Some customers have different sub accounts and it is important you know which customer to bill. If you have a doubt, ask!*
5. Search for the shipper location under drop #1 *Note*-If no shipper info pops up with the name, make sure to try typing it in a few different ways. If the name does not work, try the street address only, example: 1234 Apple Rd. Always try abbreviations for streets and/or fully written out. Example: 1234 Apple Rd versus 1234 Apple Road Please spend time trying to figure it out to save us time, do not let the load go to MASTER LOCATION REQUIRED if its not necessary because we will be working twice and wasting our time and resources. If still, no customer shows when searching for the location, type in the info manually. Once you build out the load, send an email to [email protected] asking for them to create a new location customer number. Make sure to include address and contact info. This note applies for the delivery location as well below*
6. Input pick up date and times
7. Enter commodity type and weight of load (Enter dimensions is necessary, specifically for Partials/LTLs. If its a LTL you must fill out LxWxH)
8. Search for drop number 2 *Same rule applies as drop #1 if no location is found when searching* *Note*-If no shipper info pops up with the name, make sure to try typing it in a few different ways. If the name does not work, try the street address only, example: 1234 Apple Rd. Always try abbreviations for streets and/or fully written out. Example: 1234 Apple Rd versus 1234 Apple Road Please spend time trying to figure it out to save us time, do not let the load go to MASTER LOCATION REQUIRED if its not necessary because we will be working twice and wasting our time and resources.
9. Add customer reference number which can be a pick up number, order number, SO#, PO#, etc. Make sure to add it to the Assigned To box also
10. Note wether load is brokeable or not, team load or not, and list any specific instructions for the driver such as accessorial or detention policy, loading instructions, etc
11. Select any special services such as tarp, partial, etc. 12. Select the type of equipment needed
13. Select Customer Rate to add the Customer Rate (Sell Rate)
14. Enter the Customer Rate under the Rate box. Then select Save and Post if you are posting the load onto the load boards, or click the drop down for additional actions
14 B. If you are not posting, then you can save and close, create copies, etc
