Understanding the All Loads Screen

Understanding the All Loads Screen

Understanding the All Loads Screen

The All Loads screen gives you a company-wide view of loads. Use it to find a load, review team activity, check status, or open a load that is not assigned to you. Open it from the All Loads tab in the main navigation.

All Loads screen filter options in Load Manager

What the Screen Shows

Each row is one load. Depending on your setup and permissions, columns can include:

  • Load #
  • Status
  • Customer: The customer or bill-to account.
  • PO # / BOL #: Customer reference numbers entered on the load.
  • Carrier or Driver: The assigned carrier, driver, truck, or trailer.
  • Pickup and Delivery: Origin, destination, and dates.
  • Dispatcher, Sales Rep, or Custom User Field

Columns depend on your configuration and permissions. If a column is missing, ask an administrator. Click a column heading, such as Load #, Status, Customer, Ship, Delivery, Customer Amount, Carrier/Driver, or Carrier Amount, to sort.

Search for a Load

The search placeholder and help icon show which fields your setup searches. Common fields are load number, status, customer, PO number, BOL number, carrier, driver, truck, trailer, shipper, consignee, city, state, dispatcher, sales rep, and ship date.

  1. Enter the value in the search field.
  2. Select Exact Match for exact results only.
  3. Select Search.
  4. Click a load row to open the load.

Pin Search keeps your search text for your session. Clear the search or turn off Pin Search to see the full list.

Filters

  • Filter by Status: Limits the list to the load status types assigned to your user profile. If expected statuses are missing, ask an administrator to review the load status setup and your permissions.
  • Filter Loads for the last ___ Days: Select it, enter the number of days, and let the list refresh. The default is 30. The browser remembers this value.
  • Show (office filter): If your company uses offices and you have access, use the Show dropdown to view all offices or one office. If you do not see it, your company may not use office filtering or your user may not have that option.

Advanced Search

Advanced Search is in the Loads submenu. It searches by more detailed criteria, such as pickup or delivery location, date ranges, customer, carrier, customer PO, BOL, dispatcher, agent, equipment, internal reference, and other load fields.

Open a Load

Click a load row to open the full load screen. There you can review details, update status, add notes, manage stops, generate documents, and make other edits based on your permissions.

0Demo saved load screen opened from All Loads with load details masked

To create a load, use Add New on All Loads or Add Load in the Loads submenu.

Bulk Actions

If the list has load checkboxes, you can select several loads. Options depend on your setup and permissions:

  • Rate Con: Generate rate confirmations.
  • Invoice: Generate invoices.
  • B.O.L. Report: Generate bills of lading.
  • Load board posting options: When enabled for your account.

Exporting Load Data

For spreadsheet data, go to Reports and choose the export or sales report option. Do not export directly from this list.

Troubleshooting

  • You cannot find a load: Clear the search, turn off Pin Search, check the days filter, and check the status and office filters.
  • A column is missing: Ask an administrator to review configuration and permissions.
  • You cannot open or edit a load: Your permissions or the load status may restrict it.
  • Bulk buttons are not available: Select one or more eligible loads and confirm you have access to that document or posting feature.

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