MAIN MENU
IF ANY FETURE IS GREYED OUT OR NOT EXPANDABLE YOUR LOGIN
DOES NOT HAVE THE APPROPRIATE RIGHTS.
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L O A D S E A R C H
The Load Search page allows you to find a previous or current loads using the above search
criteria. By searching Load #, date, carrier, vehicle, deleted, etc. you can filter the results to find
what you are looking for.
Once the required search filters are entered, you can click search to see what loads exist with the
given filters. From there, you can select loads to view. When a load is opened, you can re-print
waybills and labels, view attached files (if applicable), and view signatures/PODs.
TIPS:
- More parameters = more accurate searches
- If status is not indicated, it will default to an open order
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N E W L O A D
- Choose New Load under the Orders tab of the main menu to enter the load creation page.
From here you will be able to chose the service, planned ship date, the shipping location, the
consignee, the packages and any extra fields and setting. You can also attach relevant files.
Red fields are required to complete a shipment and receive a Load # confirmation.
As you enter and change data, the total packages, weight and charges will change. - Choose Service Class from drop-down menu if it hasn’t defaulted (direct, 3-day, etc)
This will calculate the “Planned Delivery Date” based on the selected service level. - Enter Reference # for the load
- The “Called In By” field will automatically fill in with your name
- The “Planned Ship Date” will load the current date and time. You can change this to reflect
your preferred shipping date. This will affect which services are allowed and will grey out those
that are not allowed on that date or time. - Fill in the “Ship From” and any options you might want.
As you type in the Name, it will auto load from your addresses and you can pick the desired
name to load the rest of the address.
If the shipping point is not found in your addresses, typing the address number and part of the
street name will automatically load addresses from the postal service. Once you pick the
desired address it’ll auto fill the rest. You can select the box to save this new address to your
address book. Fill out instructions with info like “Knock on door” or “Use side door”
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Option check boxes include: Requirements for the driver to collect a name, signature and image
at the pickup point. You can also let dispatch know whether a tailgate is required on the truck
picking up.
- Fill in the “Ship To” similar to the Ship From.
You have the same features as in Ship From.
Option check boxes include: Requirements for the driver to collect a name, signature and image
at the delivery point. You can also let dispatch know whether a tailgate is required on the truck
delivering. - In the “Packages” section, you can alert dispatch whether Dangerous Goods are being
shipped, whether temperature control is required, if Chain of Custody or Inside delivery are also
required. Make sure to attach a Dangerous Goods Form if needed and the required
temperature if this service is required.
To add a package, click the + sign
To edit a package saved, click the pencil button
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- Hit Save & New, Save & Close or Save to generate a Load Confirmation Number. Until you
successfully save the Load # will be 0.
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- Select the Waybill button to generate a printable waybill.
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- Select Labels to print a label per package.
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A C C O U N T S E T U P
Here you can create new accounts in your system:
- Edit Mailing Address.
Select ‘Bill To Same’ if your Mailing Address is the
same as your Billing Contact - Select what Order Alerts you’d like the billing
contact to receive via email or text (or both).
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- Select what is required when creating a new load. For
example, if you select ‘Require Caller’ then users under the
account need to fill out the caller’s name or you will not be
able to place the load. Caller name defaults to the user who
placed the order. - Edit/add Billing Contact as well as Credit
Card Details.
Here, you can input and make changes to
payment info, billing and contact info, and
credit card details. - Change default pickup/delivery
addresses for this account. - Change units
of measurement
(weight, distance,
time offset/time
zone, etc)
*Example: For EST, set Time Offset to 5.0
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M Y C O N T A C T S
When you click on the My Contacts tab, you will be brought to this window. From here you can
view, search, and add contacts for the selected account. Click on the icon to add a new
contact (circled below)
.
After clicking the icon, this window will open.
Here you can enter all the necessary
information for the account contact that is being
added.
Select Active if this is an active user. Select Web
Accessif the user is permitted to log in online on
the portal.
Enter name, email/user, & password for the
contact. Then fill out the corresponding fields
and select the alerts you wish this contact to
receive.
Choose default settings and security settings.
Once this has been completed, click the SAVE
icon at the top left to save the contact into the
list.
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M Y A D D R E S S E S
When you click on the My Addresses tab, you will be brought to this window. From here you can
view, search, and add shipping addresses. Click on the icon to add a new shipping address.
.After clicking the icon, this
window will open.
Here you can enter all the
necessary information for the
shipping address that is being
added, as well as contact info at
the bottom.
Once this has been filled out,
ensure the Active box is checked
off if the address is active, then
click the SAVE icon at the top left
to save the address into your
address list.
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M Y I NV O I C E S
Here you can view all invoices, with created & effective & due dates,
invoice #, reference, amount, taxes, and running balance.
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TOOLS > I M P O R T E R
Select users might take advantage of the Importer for high-volume batch loads or even for highvolume orders that require spreadsheet load imports for quick and efficient batches.
FOR ADMINS: To enable the importer for a contact under your account, go to the My Contacts
page (under Customers), then edit the user that you wish to enable the Importer for.
Once in the contact’s settings, you will see the checkbox to Allow Importer under the Security:
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S E T T I N G S & F E A T U R E S
Click MENU to hide/view the menu on the left of screen.
Click HOME to return to your assigned home page.
YOUR LAST LOAD: will display the last Load # that you created (for reference, and quick access)
Use the LOAD # FIELD to quickly find specific loads by #. If there is a change that is require to
be made to an existing load, type it in here and press the Search key to quickly navigate to it.
Use the REFERENCE # FIELD to quickly find specific loads by reference number. Enter the
reference # in this field, and press the Search key to quickly navigate to it.
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C H A N G E P A S S W O R D
If a user wishes to change/reset their password, they can navigate to this page to do so.
Changing a password requires entering the previous password as well, so ensure to keep
personal passwords confidential and hidden.
Once all fields are correctly filled out, the password will be reset to the specified password.
L O G O U T
When users are finished using the system, or will be stepping away from their open device,
ensure to safely and securely log out to ensure account information and data remains
confidential and secure.