BOL Report Layout

BOL Report Layout

L
Load Manager automatically generates a BOL for each load based on the information inputted on your Load Screen.  
To start using this report, first confirm the reports settings.  
Go to SETTINGS>> CONFIGURATION OPTIONS and look for the section shown below.  Modify any settings you wish and press Save.
1) Short Term BOL Text:

2) Determine if you wish to use items listed on the BOL to automatically generate from Accessorials and Commodities table in the Load screen or if you wish to type them in manually in the BOL: 

3) Determine if you want the carrier name to appear on the BOL 

4) When sending a BOL by email with Load Manager automatically set to Subject Line text of the email: 


Next go to the Load Screen for the load you wish to work with and click on the button B.O.L. Report:

A new page will appear where you can customize your BOL Report as needed.  Simple modify or enter information in any of the fields and this information will appear on the BOL Report: 

 
Lastly: Choose between Printing the BOL or Email it..  Or if you prefer you can send a  Straight (or Short) BOL instead.    The main difference between the Straight (or Short) BOL from the regular format is that it does not automatically include the Terms in the report (hence why it is shorter).  A short BOL often functions as an packing or delivery receipt when appropriate.  
  1.  Click on this icon to email the BOL directly from the Load Manager Platform.
  2.  Click on this button to download a PDF of the regular BOL with Term listed. 
  3.   Click on this button to download a PDF with your customized terms called the Straight BOL.  If no customized terms are created, the terms will appear blank.  

    • Related Articles

    • Driver Settlement Report Layout Options

      [Audience: Carrier or Trucking Company TMS - Admin Users, Accounting Users, and Dispatch/Operations Users] Driver Settlement Report Layout Options The Driver Settlement Report can show driver pay in two layouts. Use the layout that makes it easiest ...

    • Driver Settlement Report Overview

      Use the Driver Settlement Report to pull load pay, reimbursements, accessorials, deductions, and payment totals for your drivers. To access the report, go to Reports >> Driver Settlement Report. Report Options Select Load Status Pay: Choose which ...

    • Customer Invoice and Quote Layout

      Load Manager TMS provides automated invoice and customer quote report for each load automatically. A Customer Quote will automatically generate when the load is in invoice status. The Invoice Report is one of several reports that automatically ...

    • Dispatch Report Overview for Dispatch Services

      [Audience: Dispatch Service TMS - Admin Users, Dispatchers, and Operations Users] Dispatch Report Overview for Dispatch Services Dispatch Service accounts use the Dispatch Report as the carrier-facing load document. This is different from Freight ...

    • Dispatch Report Overview for Carriers and Trucking Companies

      Dispatch Report Overview for Carriers and Trucking Companies [Audience: Carrier or Trucking Company TMS - Dispatchers, Operations Users, Admin Users, and Drivers] The Dispatch Report gives the assigned driver the load details they need to pick up, ...