The rate confirmation builds the load

Step by step

1. Open Loads and press + New load.
2. Type the Load number. You can leave it empty if your company has a Load number prefix set on Company. Add the customer with Customer on file, or type Or just their name. Fill in Their reference and Commodity if you have them.
3. Optional: choose the Driver, Truck and Trailer, and enter Loaded miles and Deadhead miles. Press Create load.
4. The load opens as a Draft. Under Stops, choose Pick up or Drop off for each row, fill in Company, City, State, Reference and Appointment, then press Save stops.
5. Under What it pays, add each line: pick the Type (for example Linehaul, Fuel surcharge, Detention or Lumper (reimbursed)), enter the Amount and press Add line.

Have the broker’s rate confirmation? If you see Start from a rate confirmation at the top of the new-load page, upload the file and press Read rate confirmation. It fills in a draft for you to check. What it pays is shown only to people who may see company money.

Set up first

A load number prefix on Company, so new loads are numbered for you.

Worth knowing

• Always check the stops and the rate before you dispatch: the reading is a draft, never sent anywhere by itself.