Creating a Load

Shippers can Create Load and either assign it directly to a carrier or post it to the load board 

Overview of Create Load 

1. Under the Ship Vehicles tab, click Create Load 

2. From the Create Load page, choose to assign the load to a specific carrier or post the listing to the load board:

• The page defaults to Post to Load Board or click on Assign to a Carrier
• Users can toggle between the Post to Load Board and Assign to a Carrier tab without losing any load information that was entered

Post to Load Board Tab

1. Enter load information:

• Type-ahead functionality for address fields speed up data entry and encourages accurate address entry

2. After the load is posted to the board, open Manage Listings to assign to a carrier or to modify, archive, or delete the listing:

• Manage Listing page contains links to easily toggle between pages

3. Click on the Assigned Loads tab to:

• Edit Dispatch information
• Cancel Dispatch, including the ability to re-list or assign to a new carrier

Assign to a Carrier Tab

1. The Select Carrier field is added to the top of the page:

• Enter load information is identical to the Post to Load Board tab

• Slide bar will appear with carrier information, including company details, performance, and any warnings associated with the account

• Carrier name, scorecard, and any carrier warnings display below the carrier selection, making them easier to review
• Click on trash can icon to remove carrier

After the load is created, click on the Assigned Loads tab to:

• Edit Dispatch information
• Cancel Dispatch, including the ability to re-list or assign to a new carrier

Entering Load Information

Step 1: Add Pick Up and Delivery Location Information

• NOTE: Only the city, state, and zip code of locations are visible to the carrier prior to accepting a dispatch. All other information is hidden

1. Location name: Integrates with the address book to populate address and contact information
2. Location type: Use the drop-down menu to choose the location type
3. Address: Integrates with Google address lookup to predict and populate address information
   • Note: If the address seems to be disappearing after entering, use the Enter key instead of the tab key
4. City/State/Zip code: All fields are required
   • Note: Entering the Zip Code will auto-populate City and State
5. Phone: Users can add up to 4 phone numbers for the listing by clicking on +Add phone
6. TWIC Card toggle: This can indicate if a TWIC Card is required for location access
   • Tooltip text reads: A TWIC (Transportation Worker Identification Credential) is a credential required by the Maritime Transportation Security Act for carriers to access some locations. If you are not sure if a TWIC is needed, please contact the location.

Step 2: Add Vehicle Information

• Note: VIN is hidden from carrier view until the dispatch has beenaccepted

1. Trailer Type: Required field. Use the drop-down menu to select the trailer type               
2. Clear and Duplicate buttons: Clears vehicle information and allows user to duplicate a vehicle (replaces the quantity), respectively
3. VIN available? and VIN: VIN available? Toggle is defaulted on, allowing users to enter the VIN. When the VIN is entered, the Year, Make, and Model (YMM) fields will populate by VIN decoding
4. Year/Make/Model/Vehicle Type: Required fields. If entering the VIN, these fields will populate by VIN decoding
   • NOTE: If the Year of the vehicle is older than 1981 or a specialty vehicle:
     • Uncheck the toggle for VIN available?
     • Under the Vehicle Type field, use the drop-down menu to select Other
   • 
5. Vehicle Color/Lot Number/License Plate/License State/Province: Not required fields, but may be helpful for a carrier to locate a vehicle on a lot
6. Additional Vehicle Information: Notes can be added that are available for carriers on the dispatch sheet after a vehicle is assigned. It is not visible before dispatch is accepted by the carrier
7. Inoperable/Oversized: Toggles available to indicate operability of vehicle and if oversized
   • If Inoperable: Use the drop-down menu to indicate why the unit is inoperable. This information is available to the carrier
   • 
8. Check Price: Opens the Price Check tool to view prices on comparable loads
9. +Add vehicle: Users can add additional vehicles to the listing

Step 3: Add Dates

1. Date Available to Ship: Required field. Use the calendar icon to select a date the vehicle will be available. Users can select up to 30 days from the listing date
2. Desired Delivery Date: Not required. Use the calendar icon to select a desired date for the delivery of vehicle. Users can select up to 30 days from listing date
3. Expiration Date: Required field. Default is set to 14 days, but users can use the calendar icon to extend up to 30 days from posting
   • Listings that are 30 days from posting date will be auto archived and visible under the ARCHIVED tab in Manage Listings
   • Listings over 365 days will be removed from Listings

Step 4: Pricing and Payment

1. Amount to Pay Carrier: Required field                                      
2. COP/COD Amount: Required field. Users can select an amount to pay the carrier at pickup or delivery. This allows the ability to pay the carrier partial at pickup and the remainder at delivery
3. COP/COD Payment Method: Required field. Use the drop-down menu to select if payment will be made by check or cash
4. COP/COD Location: Required field. Use the drop-down menu to select if payment will be made at pickup or delivery

Balance fields: If the total amount owed to the carrier is split between pickup and delivery, Balance fields will be populated and required

Step 5: Additional Information

• Load ID allows shippers to enter information to identify a dispatch load. It can be up to 50 characters and anything the shipper chooses. If Load ID is not populated, one will be generated by Central Dispatch
• Pre-dispatch Notes and Transport Special Instructions are only visible after the load is accepted

STEP 7: Add Your Contract Information and Create Dispatch

• Add Load Specific Terms that will be visible prior to the carrier accepting the load
• Click the Request that carrier use the Central Dispatch app to complete vehicle inspections for this load box if desired
• Click the acknowledge box:
  • If posting to the load board, click Post Load
  • If assigning to a carrier,click Assign Load

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