Understanding the All Loads Screen

Understanding the All Loads Screen

Understanding the All Loads Screen

[Audience: All TMS Types]

The All Loads screen gives you a company-wide view of loads in Load Manager. Use it when you need to find a load, review team activity, check load status, or open a load record that may not be assigned directly to you.

All Loads screen filter options in Load Manager

Menu Path

Open the All Loads tab from the main navigation.

What the All Loads Screen Shows

Each row represents one load. Depending on your company setup and user permissions, the list can include details such as:

  • Load #: The load number assigned to the load.
  • Status: The current load status.
  • Customer: The customer or bill-to account on the load.
  • PO # / BOL #: Customer reference numbers when they are entered on the load.
  • Carrier or Driver: The assigned carrier, driver, truck, or trailer information when applicable.
  • Pickup and Delivery: Origin, destination, and date information.
  • Dispatcher, Sales Rep, or Custom User Field: User fields shown according to your company configuration.

The columns on this screen are controlled by your Load Manager configuration and user permissions. If your screen does not show a column you expect, ask an administrator to review your company settings and user rights.

You can click available column headings, such as Load #, Status, Customer, Ship, Delivery, Customer Amount, Carrier/Driver, or Carrier Amount, to sort the list.

Search for a Load

Use the search field at the top of the list to find matching loads. The search placeholder and help icon show which fields are included for your company setup.

Common search fields can include 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 you want to find in the search field.
  2. Select Exact Match if you only want exact results.
  3. Select Search.
  4. Click a load row to open the full load record.

Pin a Search

Use Pin Search when you want Load Manager to remember the search text for your session. This is helpful when you frequently return to the same customer, carrier, status, or reference number while working through loads.

Clear the search or turn off Pin Search when you want to return to the full list.

Filter by Status

Use Filter by Status to limit the load list by the load status types assigned to your user profile. This helps you focus on the statuses that matter to your daily workflow.

If expected statuses do not appear, ask an administrator to review the load status setup and your user profile permissions.

Filter by Recent Loads

Use Filter Loads for the last ___ Days to limit the list to recent loads. Load Manager defaults the day value to 30 when no other value has been saved.

  1. Select Filter Loads for the last.
  2. Enter the number of days to include.
  3. Allow the screen to refresh with the updated list.

Load Manager remembers this days filter in the browser, so it may still be applied the next time you return to the screen from the same browser.

Filter by Office

If your company uses offices and your user has access to the office filter, you may see a Show dropdown. Use it to view loads for all offices or for a specific office.

If you do not see this dropdown, your company may not use office filtering or your user may not have that option enabled.

Use Advanced Search for More Criteria

Advanced Search is available from the Loads submenu. Use it when the standard All Loads search is not specific enough.

Advanced Search can search by more detailed criteria, including 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. From the load screen, you can review details, update the status, add notes, manage pickup and delivery stops, generate documents, and make other edits based on your permissions.

If you need to create a new load, use Add New from the All Loads screen or Add Load from the Loads submenu.

Bulk Actions

When the list includes selectable load checkboxes, you may be able to select multiple loads for bulk actions. Available options depend on your company setup, user permissions, and the selected loads.

Bulk options can include:

  • Rate Con: Generate rate confirmation documents for selected loads.
  • Invoice: Generate invoice documents for selected loads.
  • B.O.L. Report: Generate bill of lading reports for selected loads.
  • Load board posting options: Select load board posting choices when enabled for your account.

Exporting Load Data

The All Loads screen is primarily used for finding and opening loads. If you need spreadsheet data, use the reporting export workflow instead of trying to export directly from the list.

Go to Reports and choose the appropriate export or sales report option for the data you need.

Troubleshooting

  • You cannot find a load: Clear the search field, turn off pinned search, review the days filter, and check whether status or office filters are limiting the list.
  • A column is missing: Ask an administrator to review company configuration and user permissions.
  • You cannot open or edit a load: Your user permissions or the load status may restrict editing.
  • Bulk buttons are not available: Select one or more eligible loads and confirm your user has access to the related document or posting feature.

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