Preferences

Loadops

1. 1. Go to Loadops by Optym

2. 2. Click on Settings on the left side navigation bar

   

3. 3. Click on Preferences

   

4. 4. Click on Finance

   

5. 5. Under Financial Goals, you can add your financial preferences

   You can set Target Revenue per Mile, Target Revenue per Loaded Mile, Target Weekly Company Revenue, Variable Cost per Mile, Average Daily Cost per Truck

   

6. 6. Click on Invoicing

   

7. 7. Under Invoice and Settlement, you can add invoice preferences

   You can set Invoice Terms, Load/Invoice ID Prefix, Next Load/Invoice ID Number, Settlement Start Date, Settlement Period Length

   

8. 8. Click on Loads

   

9. 9. Under Loads, you can add Load Preferences

   You can set Activity Autofill, Default Equipment Type, select "Collect Load/Unload Timings", "Calculate Detention", "Make BOL and POD Mandatory", "Make Document Collection Mandatory on Mobile"

   

10. 10. Click on Driver

    

11. 11. Under Driver, you can add Driver Preferences

    You can set DVIR Preference, Work Week Type, and Preferred Truck Stops, you can also select whether to Ignore HOS Restrictions and Use Sleeper Birth Provision

    

12. 12. Click on Company Info

    

13. 13. Under Company Info, you can add Company Preferences

    You can set Company Name, Logo, Phone Number, Fax Number, Email, Email From and Address.

    

14. 14. Click on Misc.

    

15. 15. Under Misc. Settings, you can set Default Time Zone, Work Start Week, Default Language and Generate API Key.