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<aside> 💡 Keeping track of all the information for your loads can be a daunting task. Luckily, Al and Alvys are here to make it as easy as possible to enter in the information and keep it all in one place!

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Here’s how to create them:

https://youtu.be/lDzb4X9Ox3k

  1. Click New Load under the dropdown menu under the loads section.

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/1d402049-ab74-4684-a0e7-2c65d82f190d/Loads.svg" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/1d402049-ab74-4684-a0e7-2c65d82f190d/Loads.svg" width="40px" /> ← Loads Icon

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  1. Not every load makes money, select how this load should be categorized and hit 'Next'

    New Load - step 1.png

  2. Select the representative office and agent.

    New Load - step 2.png

  3. Fill out who the customer is on this load and the rate it will be billed. If this is a new customer, you can create them by clicking on "+ New" and filling out the required fields.

    New Load - step 3.png

  4. The order number represents the customer reference number. Fill out the customer order details to proceed to stop details.

    New Load - step 4.png

  5. Fill out the required stop location for pickup. When setting stop locations, Appointment Date and Company are the required fields. Company represents the pickup location.

    New Load - step 5.png

  6. Click Add Stop when you're ready to input the delivery location

    New Load - add stop.png

  7. Repeat the steps for assigning a pickup location, but now for the Delivery location.

    https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/70021112489/original/s3dQeD_qCql9HK_jmjqF11lhvL4Dp862_w.jpeg?1646767314