Shipping Load Detail Description

This article contains a detailed description of each tab of information about a shipping Load.

The truck graphic shows you the footage amount and load/drop/pickup order for the orders that are included on the load.

Load Information General Information Load #: A system generated identifier for the load Load Name: A load name label to identify the load Ship Date: Scheduled shipping date Sales Rep: Auto populates if load is created from a sales order, but can be manually selected from the drop down Pieces: Number of individual items on the load which autopopulates based on orders on the load Shipping Units: Number of shipping units contained in the load which is auto-populated based on Qty Per Shipping Unit set in the Item Sizes Library Net: Combined total dollar value from all the items on the load Footage: Estimated total linear feet the load will take up on the truck Freight: Total dollar amount for freight charges from orders on the load Weight: Estimated weight for the load calculated using your own weight measurements from the Item Sizes Library Freight Paid By: Select whether the Shipper, Recipient or a Third Party will pay shipping costs Load Status Toggle the selection to update the status of the load. Open: Load is built and scheduled but waiting to be picked and loaded Loading: Load that is being actively loaded Departed: Load that has left the property Completed: Load that has left and all necessary paperwork has been prepared Pulling & Loading Information Loading Dock: Selected from the list of all locations with L:ocation Type set to "Shipping"; click on to auto-assign based on where the locations items will be pulled from Picked by: Employee(s) who picked these items Picked by note: You may enter a note here about picking Picking Time (hours): Total time spent picking the items on this load Load date/time: Date and time that loading was completed Load Time (hours): Total time spent loading the truck Loaded by note: You may enter a note here about loading Loaded by: Employee(s) who loaded the truck Load Notes You may enter any general, internal notes about the load here. Truck Information Truck Information Truck: Selected from the truck list for the shipment Footage Divisor: Number you provide that explains how many units you can load in a specified volume typically calculated as (Truck Footage / Number of Units) that can fit on the truck = Footage Divisor Footage (sq.ft.): Square footage of the truck # of Picks: Number of stops the truck will make to load items Truck Cost: Amount paid for the truck service Cost: Automatically calculated cost per foot of the truck Truck Arranged by: Party who arranged the truck Arrival: Date and time of arrival the truck's arrival for pickup (click Now to enter the time as right now) Departure: Date and timme of departure from your premises (click Now to enter the time as right now) ETA: Estimated time of arrival for delivery Other Truck Information A place to enter truck information provided by the driver. Driver Information A place to enter the driver's information. Broker & Carrier Select a broker and/or carrier from your broker list and/or carrier list or enter their contact information manually. Orders on Load This tab is where you can add and adjust the orders that will be included on the Load. Add orders to the load by clicking Add Orders or Add PO as Pickup in the top taskbar. Add a pickup or drop location that is not associated with an open sales order by clicking Add Drop or Pickup in the taskbar. You may click and drag the orders around to change the load/drop/pickup order. Click the symbol to remove an order from the load. Click the to record the actual footage, weight, freight cost, freight paid by, ETA for delivery and make notes for the order. After clicking to highlight an order, you can click Open Order in the bottom bar to view the order in a popup window. Pick Items Note: Choosing to track picking and loading of items is optional, but once you start the tracking process, you will not be able to complete the load until all items have been marked as both "Picked" and "Loaded". In this tab you can see the progress of the pick as it is being recorded on mobile devices. You can also track and enter the progress on the desktop version. In this tab you can also: Click Pick All or Unpick All to change the picked quantities on the entire load. Select an item then click Change Pick Location to reallocate where items will be picked from. Click Export to Excel to send the pick list to a spreadsheet. Tip: you can also print a picking ticket using Print in the top taskbar. Load Items In this tab you can see the progress of items being loaded as it is being recorded on the mobile application. You can also record loaded items in the desktop version. Note: Items must be marked as "Picked" before they can be marked as loaded. You can also: Mark items as loaded by checking the box then clicking Update Loaded at the top of the tab. Click Loaded at the top of the tab to view items already Select a loaded item and click Remove Loaded at the top of the tab to return it to the Not Loaded list.