Add Load

Hammad Rahman

Created Dec 07, 2022

Add Load

52
1

Click on Loads from the left side of the navigation bar

Click on Loads from the left side of the navigation bar
2

Click on Loads

Click on Loads
3

Click on Add Load from the top right side of the screen

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

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)

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

Select the customer name from the drop down
7

Select the Factoring company from the drop-down

Select the Factoring company from the drop-down
8

Select the invoice terminal

Select the invoice terminal
9

Click on Pickup

Click on Pickup
10

Enter the Business Name for the pickup

Enter the Business Name for the pickup
11

Enter the Address for the pickup

Enter the Address for the pickup
12

Enter the Address Line 1

Enter the Address Line 1
13

Enter the Address Line 2

Enter the Address Line 2
14

Select Fixed Appointment (Check this if you want to set fixed appointment)

Select Fixed Appointment (Check this if you want to set fixed appointment)
15

Choose the start date and time

Choose the start date and time
16

Choose the End date and time (If it is not a fixed appointment)

Choose the End date and time (If it is not a fixed appointment)
17

Click on Drop Off

Click on Drop Off
18

Enter the Business Name for the drop Off

Enter the Business Name for the drop Off
19

Enter the Address for the drop off

Enter the Address for the drop off
20

Select Fixed Appointment (Check this if you want to set fixed appointment)

Select Fixed Appointment (Check this if you want to set fixed appointment)
21

Choose the start date and time for the drop off

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)

Choose the End date and time for the drop off (If it is not a fixed appointment)
23

Click on Load Details

Click on Load Details
24

Select the Required Equipment Type from the drop-down

Select the Required Equipment Type from the drop-down
25

Click on Add New Commodity

Click on Add New Commodity
26

Fill out the form to Add a Commodity and click on Add Commodity

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)

Select the Base type from the drop-down (This is for the revenue of the load)
28

Enter the revenue amount of the load

Enter the revenue amount of the load
29

You can leave an internal invoice note for the other user's

You can leave an internal invoice note for the other user's
30

You can write a message on invoice with this option

You can write a message on invoice with this option
31

You can check Bill Of Lading as a required document

You can check Bill Of Lading as a required document
32

You can check Proof of Delivery as a required document

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)

Check Save as Template (If you would like to use the load data in future)
34

Click on Add New Load to create a new load.

Click on Add New Load to create a new load.
Well done!
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