Use the My Loads Screen

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 creating, updating, dispatching, documenting, importing, exporting, or tracking a load in Load Manager.
• Use a different article when: you need the company-specific dispatch document instead; brokers should use Rate Confirmation Layout and Features, dispatch services should use Dispatch Report Overview for Dispatch Services, and trucking companies should use Dispatch Report Overview for Carriers and Trucking Companies. For full setup order, start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

The My Loads screen gives you a focused list of loads connected to your signed-in user profile. Use it when you want to work from your own assigned loads instead of the full company-wide load list.

Screen cue: open My Loads and use search, status, recent-load, office, and sort controls to narrow the list.

My Loads vs. All Loads

Open My Loads

1. Select My Loads from the main load navigation.
2. Review the load rows shown on the screen.
3. Click a load row to open the full Load Screen.

If a load you expect does not appear, check your search, filters, status selections, recent-days filter, and assignment details.

Search from My Loads

Use the search field to find a load by common load details. The searchable fields depend on your company setup, but may include load number, status, customer, PO number, BOL number, carrier or driver, pickup or delivery details, 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 matches.
3. Select Search.
4. Click the matching load to open it.

Pin a Search

Select Pin Search when you want Load Manager to remember the search text while you keep working. This is helpful when you repeatedly return to the same customer, carrier or driver, status, PO number, or load reference.

Clear the search field or turn off Pin Search when you want to return to your normal My Loads list.

Filter by Status

Filter by Status lets you narrow My Loads by the load statuses available to your user profile. Status options and names may differ by company because load statuses can be customized.

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

Filter by Recent Loads

Use Filter Loads for the last ___ Days to limit My Loads to recent activity. Load Manager remembers this value in the browser, so the same filter may still be applied the next time you return from that browser.

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

Filter by Office

If your company uses offices and your user role 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 option, your company may not use office filtering or your user may not have access to that filter.

Sort the Load List

My Loads supports sorting from the load list. Depending on your company's layout setting, you may be able to sort by clicking column headings or by using the Sort By controls above the table.

Common sort fields can include load status, load number, order date, pickup date, delivery date, customer, customer PO number, dispatcher, and sales rep.

Columns and Layout

The columns on My Loads and All Loads are controlled by company configuration and user permissions. This is not changed from a personal layout button on the My Loads screen.

Depending on setup, the load list may show columns such as:

• Load #
• Status
• Customer
• PO #
• Pickup and delivery dates
• Pickup and delivery city or state
• Carrier or Driver
• Dispatcher
• Sales Rep
• Customer amount or carrier/driver amount, when your permissions allow pricing fields

For freight broker and dispatch service accounts, the assignment column may refer to the Carrier. For carrier or trucking company accounts, the same area may refer to the Driver.

If a column is missing, ask an administrator to review Settings > Configuration Options and your user role permissions.

Open or Create Loads

Click a load row to open the full Load Screen. From there, you can review details, update the status, enter notes, manage stops, generate documents, and perform other actions based on your permissions.

Screen cue: click a load row to open the full load screen, then review status, notes, documents, rates, and dispatch actions based on your permissions.

Use Add New or Add Load when you need to create a new load.

When My Loads Looks Empty

• Clear search text: A pinned or active search may be limiting the results.
• Review the days filter: The list may only be showing loads from the last selected number of days.
• Check status filters: A status filter may be hiding loads in other statuses.
• Check office filtering: The office dropdown may be limiting the list to one office.
• Confirm the assignment: The load may not be assigned to your user profile.
• Use All Loads or Advanced Search: If you have access, use a broader search to confirm the load exists.

Related Articles

• Understanding the All Loads Screen
• Show the Carrier or Driver Column on My Loads and All Loads
• Use the Load Screen to Build and Manage a Load