1. Click on Loads from the left side of the navigation bar
2. Click on Loads
3. Click on Add Load from the top right side of the screen
4. Click on Browse Files to upload the rate confirmation and auto fill the data for the load
5. Choose a template (Load Template enables you to create a template for a load containing all the properties which can be reused during load creation)
6. Select the customer name from the drop down
7. Select the Factoring company from the drop-down
8. Select the invoice terminal
9. Click on Pickup
10. Enter the Business Name for the pickup
11. Enter the Address for the pickup
12. Enter the Address Line 1
13. Enter the Address Line 2
14. Select Fixed Appointment (Check this if you want to set fixed appointment)
15. Choose the start date and time
16. Choose the End date and time (If it is not a fixed appointment)
17. Click on Drop Off
18. Enter the Business Name for the drop Off
19. Enter the Address for the drop off
20. Select Fixed Appointment (Check this if you want to set fixed appointment)
21. Choose the start date and time for the drop off
22. Choose the End date and time for the drop off (If it is not a fixed appointment)
23. Click on Load Details
24. Select the Required Equipment Type from the drop-down
25. Click on Add New Commodity
26. Fill out the form to Add a Commodity and click on Add Commodity
27. Select the Base type from the drop-down (This is for the revenue of the load)
28. Enter the revenue amount of the load
29. You can leave an internal invoice note for the other user's
30. You can write a message on invoice with this option
31. You can check Bill Of Lading as a required document
32. You can check Proof of Delivery as a required document
33. Check Save as Template (If you would like to use the load data in future)
