Use the Header and Main Menu in Load Manager
Use the Header and Main Menu in Load Manager
Before You Use This Article
- Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
- Use this article when: you are setting up company identity, logo, menu/header information, or company-wide profile details in Load Manager.
- Use a different article when: you are setting up a full company workflow from scratch; start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services based on how your company operates.
The header and main menu help you move between the major areas of Load Manager. Your company logo, menu tabs, support tools, personal note option, and screen-specific submenu appear near the top of the page.
The exact tabs you see depend on your TMS type, your user permissions, and the features enabled for your company. If a tab or option is not visible, it usually means your user role does not include that access or the feature is not enabled for your account.
Company Logo
Your company logo appears near the top center of the screen when a logo has been added to your company setup. The logo can also print on reports and customer-facing documents depending on your report settings.
Admin users can update the logo from Settings >> Company Info. If no logo has been uploaded, Load Manager may show a blank logo placeholder or an Add Your Logo option for administrators.
Main Menu Tabs
The main menu tabs open the primary areas of Load Manager. Common tabs include:
- My Loads: Loads assigned to your user profile.
- Users: User profiles, offices, roles, and user setup, when your role allows access.
- Customers: Customer, shipper, lead, stop, contact, and customer CRM records.
- Carriers or Drivers: The assignment tab used by your TMS type.
- All Loads: The main load list and load management area.
- Dispatch Board: Dispatch board view, when enabled for your account.
- Reports: Reports available to your role.
- Logs: System logs such as email, text, E-Dispatch, API, EDI, and load status logs, when your role allows access.
- Settings: Company setup and configuration options for admin users.
- Accounting: Accounting screens, when accounting is enabled and your role has access.
- Logout: Ends your Load Manager session.
Carrier and Driver Menu Differences
The Carrier or Driver tab is one of the most important places where TMS type changes what users see.
| TMS Type | Menu Tab | How It Is Used |
|---|---|---|
| Freight Broker | Carriers | Use this tab to manage outside carriers. A carrier driver can be entered as a carrier contact or driver detail. Freight brokers use Rate Confirmations for carrier documents on loads. |
| Dispatch Service | Carriers | Use this tab to manage the carriers your dispatch service works with. Dispatch service accounts use Dispatch Reports for carrier or driver communication and may use a dispatch service fee. |
| Carrier or Trucking Company | Drivers | Use this tab to manage your company drivers. Carrier and trucking company accounts select drivers on the load and use Dispatch Reports for driver communication. |
Submenus
After you select a main menu tab, a submenu appears under the main menu. The submenu changes based on the section you are using.
For example, the All Loads area may include options such as Add Load, Carrier Quotes, Quick Quotes, Advanced Search, Commodities, EDI Loads, Factoring, Import, Pending, Recurring, GPS Tracking, and History. Your account may show fewer options based on permissions and enabled features.
Training Video Icon
When a training video is available for the screen you are viewing, a video icon may appear near the upper-left area of the header. Select the icon to open the related training video in a new tab.
Personal Notes and Support Tools
Some screens show quick-access tools on the right side of the submenu area.
- Personal Note: Opens a private note window. Use it as a personal scratchpad while working in Load Manager.
- Support: Opens a support request or help option when shown. Use it to send Load Manager Support a question, comment, screenshot, or document.
- Help: Some screens may also show a Help link or floating help button that opens related help content.
CSV Import Options
Some screens include a CSV import option in the submenu area. For example, the load list can show Import Loads Via CSV, and carrier, driver, equipment, or customer screens can show import tools for those records.
Before importing records, download the sample file or open the import instructions for that screen. The import file must match the required CSV format.
Alerts and Notification Badges
Load Manager may show badges, alerts, or banner messages in the header area. These can include CRM reminders, pending EDI load counts, integration notices, maintenance notices, or account-related messages. Select the alert when you need to review the related records.
If a Menu Option Is Missing
If a menu tab, submenu option, support tool, or import option is not visible, check these items first:
- User permissions: Your role may not include access to that screen.
- TMS type: Freight broker, dispatch service, and carrier/trucking accounts do not show the same Carrier or Driver menu.
- Feature setup: Some options only appear when the related feature is enabled.
- Screen context: Some tools only appear on specific screens, such as All Loads, Carriers, Drivers, Equipment, Customers, or Reports.
- Popup settings: Support, notes, reports, and some help tools may open in a new window or tab. Allow popups from Load Manager if the window does not open.
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