Some you may receive different order or reference numbers from you customer that you are not sure where to put them in your Load Manager Load screen.
Load Manager offers 4 custom fields designed for these reference numbers based on their purpose:
1) Internal Reference Number: Can be used for any reference number you need your team to have account of
Supports letters, numbers, spaces, and special characters
Can show on your My Loads/All Loads tab in its own column labeled "Internal Ref"
Searchable
2) Purchase Order Number (PO #) Used for the specific reference number your customer using when talking about this load.
Supports letters, numbers, spaces, and special characters
Can show on your My Loads/All Loads tab in its own column labeled "PO#"
Searchable
Shows on your Customer Quote, Customer Con, and Invoice Reports
3. Pickup Number: Used for a specific reference number associated with just a specific pickup spot location
Supports letters, numbers, spaces, and special characters
Shows on your Carrier Rate Confirmation or Dispatch Report
Each Pickup location has a separate Pickup# field so a load can have multiple pickup numbers, each associated with their correct location
4. Delivery Number: Used for a specific reference number associated with just a specific drop off spot location
Supports letters, numbers, spaces, and special characters
Shows on your Carrier Rate Confirmation or Dispatch Report
Each Pickup location has a separate Delivery# field so a load can have multiple delivery numbers, each associated with their correct location
Hint: To change what columns are visible on your All Loads or My Loads screens, please go to Setting>> Configuration Options and scroll down till you see this option.
1. Click on the column heading to activate or de active this column
-Blue means it Active
-Gray means it is not
2, Drag and move the column heading around to arrange the order you want the heading to show
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Load Screen GENERAL INFORMATION SECTION The top of the load screen provide general information about the load, along with access to load specific reports and options: 1. Attach files, documents, and images here associated with this load. 2. Scan ...
With Load Manager you can add a Delivery or Pickup Location to an existing load. Here's how: 1. Open the Load you wish to add a stop (pickup and delivery to 2. Scroll down to the bottom of the page and click Add Stop 3) A new stop entry will ...
Yes. Here is how. Go to SETTINGS>> CONFIGURATION OPTIONS Scroll down till you see the Allow Load # Entry and check the box. Click Save. When Allow Load # Entry is checked, this field appears to enter in the Load Number. The field support ...
Under Carriers Tab please click on Equipment Click Add New to add a new type of equipment. Click Save Equipment * All equipment saved here will show up on the equipment dropdown list in the Load Screen and the Carrier Information Screen.