Settings >> Load Status Overview

Settings >> Load Status Overview

With Load Manager you can customize your Load Status Options: 
  1. Allows drivers to update the loads progress automatically with real time status updates to keep your dispatch team informed. 
  2. Dispatcher can  now track load status updates at a glance with eye catching custom colors for each load status
  3. Customize color, name, and procedure for every load status you use for perfect work flow and automation. 
  4. Send load status updates via email to whomever you choose. 
To get started go to Settings >> Load Status Here you can: 
1.  Color: Customize the color of this load status as it appears on the My Loads/All Loads screens.
  1. Click on the colored button to open up the color pallet options
  2. Select the color you want to use for this load status
  3. Click Save. 


2. Description: You can customize what each status is called in your TMS using this text field. (Please note the status title given for each status (Active, Dispatched, Booked, etc,)  as this is used to identify the different load status in how to articles and video helps.)   


3. Filter on MY Load Screen: This enables/disables a Status from appearing on the "Show Status Filter" option located in the My Loads/All Loads screen (as pictured below). 

  1. Check the box to enable filtering by this Status.  Uncheck to disable filtering by this Status.
  2. Click Save. 


4.  Force Next Load Status: When this is option is check, a load status can only be updated to the next load status on the load status list.  For Example: if a Load 1001 has a Load Status of "1. Active", a user can change the load status only to "2. Booked".  A user would not be able to change to any other load status on the list.  This option requires the user to change status in order listed sequential.

  1. Check the box to enable this feature.  Uncheck to disable this feature.
  2. Click Save. 


5. Allowed on Mobile Web App: When this option is enabled, this load status will appear on the Driver Web Mobile App. This will allow a driver to update the load status to this status directly from their phone using the Driver Web Mobile App as seen below:
  1. Check the box to enable this feature.  Uncheck to disable this feature.
  2. Click Save. 

6.  Email: Automatically send load status updates for loads once the load reaches this status.  (Note: You can also send update email manually by clicking the Update Email button on the Load Screen shown here.
)
  1. Check the box to enable this feature.  Uncheck to disable this feature.
  2. Click Save. 

  1. Next, Go to SETTINGS >> CONFIGURATIONS OPTIONS 
  2. Scroll down to Default Emails For Load Status Updates 
  3. Here you can who to send default emails to and customize what the email will say.
  4. When done, click Save. 
 
Note: You can edit the email recipient when manually sending out the email and Load Manager will modify the recipients of the any automatic status update emails for the at load only to send based upon your changes. 

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