User Guide

Assigned Loads Tab

Overview

The Assigned Loads tab allows shippers to view, update, and manage loads that have been assigned to a carrier. From this tab, you can track dispatch status, access load details, manage documents, and take action on active, archived, or cancelled dispatches.

At the top of the page, you can easily switch between:

Assigned Loads (loads assigned to a carrier)
Listings (loads not assigned to a carrier)

Assigned Loads Page

The Assigned Loads page displays dispatches that have been created and assigned to a carrier.

Tabs available to easily switch between pages
Filter listings by DISPATCH STATUS
Additional filter selections
- LOCATION: Enter pick-up/dropoff locations
- MARKETS: Custom views based on the marketplace, if the user belong to multiple
- CARRIER PREFERENCES: Filter for a specific carrier
- LOAD DETAILS: Filter by Load ID or VIN
DISPATCH DATE: Filter by date
Carrier contact information, including a link to send an email
Any critical tags for a load, including INOP, Enclosed, OS, TWIC

Dispatch Sheet (Transport Order)

Click on the load number to view dispatch details.

•May also be known as the Dispatch Sheet or Transport Order

Information available on the Dispatch Sheet:

Load number and dispatch status
Action buttons (based on status) to view documents, update status, cancel
Origin and destination info
Dates
Load information
Vehicle information, including any critical notes, such as enclosed, inop, OS, TWIC
Additional information, including notes for the carrier

Check box is available on all dispatch listings for easy Bulk Actioning:

Downloading documents
Archiving dispatches

Action Buttons Based on Dispatch Status

Dispatches in Not Signed status can be cancelled or modified, and you can view documents (i.e. Dispatch Sheet).

Modifying a dispatch increases vehicle quota count if additional vehicles are added to the load, or the VIN or YMM are changed

Actions available for dispatches in Picked Up status include Modify Dispatch, Cancel Dispatch, view/send eBOL for pickup if available, view change history, and Update Payment Status.

Actions available for dispatches in Dispatched status include Modify Dispatch, Cancel Dispatch, and view change history.

Modifying dispatch increases vehicle quota count if additional vehicles are added to the load, or the VIN or YMM are changed

Actions available for dispatches in Delivered status include view/send eBOL if the app was used, Copy Info Into New Listing, view change history, archive listing, Update Payment Status.

Archived Dispatches

Displays status of dispatch when archived

Cancelled Dispatches

Status displays if cancelled by carrier or shipper

Action buttons available on Archived and Cancelled status based on status when cancelled or archived
- The Assign button is available on loads that were cancelled prior to being archived, and can be assigned to a carrier
- The Rate Transaction button is available if eligible to rate. If it is past the rating period, the button will be visible, but no rating will be available when clicked
- The Documents button is only available if the load was delivered, which includes the dispatch sheet, eBOL, and invoice
- More Actions:
  - View History to view all changes to a transaction
  - The See eBOL button is available if delivered, and the eBOL can be viewed, emailed, or downloaded
  - Update Payment State if the load is not cancelled by the carrier
  - Copy Info Into New Listing will not affect vehicle count quota if relisted with the same vehicle and no changes

Update Dates by Clicking on Update Status Button:

Click calendar to select available dates in bold
Click Update Status

The Scheduled Pick up Date cannot be later than Scheduled Delivery Date – if changing both, the delivery date will need to be updated prior to updating the scheduled pick-up date
The Actual Pick-up Date must be entered prior to the Actual Delivery Date

Documents Button

View and download documents attached to the order, such as the Dispatch Sheet, Vehicle Release, or eBOL
Upload up to 10 documents with no size limit to the order, which will be visible to the carrier

The shipper and carrier can each upload up to 10 documents, no size limit

View documents or download documents uploaded by the carrier or shipper

Modify Dispatch

The Modify Dispatch button is available for loads that have not been delivered, cancelled, or archived

The Modify Dispatch button will open to a Modify Dispatch page to update information
Modifying dispatch increases vehicle quota count if additional vehicles are added to the load, or the VIN or YMM are changed
If the status is Dispatched, carrier information cannot be updated, and the dispatch will need to be cancelled to updated to do so
Updated information will update on the Dispatch Sheet

Cancel Dispatch

Shippers can cancel loads that are in Not Signed, Dispatched, or Picked Up status

A slide out opens to select the reason for cancel, add a note, and choose to cancel, relist, or assign to a new carrier

Cancel Dispatch
- Will not decrease vehicle quota count
Cancel and re-list vehicle will open the Create Load page to post to the load board
Cancel and assign to new carrier will open the Create Load page to assign to a carrier

Vehicle quota count will not be affected as long as the same vehicle is listed with no changes

View History

This button is available on loads, except loads in the “Not Signed” status

Displays events for the load, including dispatch date, status changes, and any updates to the scheduled pick-up and delivery
1. Note with dispatch
2. Actual Pick Up Date entered
3. Delivery Date change
2^nd Delivery Date change
History displays changes based on the role of the user

View History is available for both the Carrier view and the Shipper view.

The type of change
Updated status and information
The carrier or shipper who created the change
The date and time of change

Updates made by the viewer (carrier or shipper) will appear in the blue shaded boxes. Updates made by the other party will appear in gray boxes. In the example, the carrier made the updates in blue.

Events are added to the View History panel in real-time.