Workspace
Load board
Every load you can see, in one grid. Search, filter, change a status in place, and open any load.
The load board is the main list of loads. Each row is one container. You use it to find a load, see what is wrong with it at a glance, move its status forward, and open it. It is the screen most of the desk keeps open all day.
- Where
- Workspace › Load board (/loads)
- Who opens it
- Anyone with Loads · view
- Who changes a status
- Loads · edit
- Export
- Loads · export (the Export CSV button)
- Page size
- 200 loads per page, paged on the server
Which loads you see
The board shows only the loads you are allowed to see. The server decides this, not the screen.
| You are | You see |
|---|---|
| A sales agent (without manager or owner roles) | Only the loads booked to you. See R9. |
| Finance or accounts only (no operations role) | Only delivered loads, loads released to finance by hand, and loads with an open advance. See R5. |
| Everyone else | Every load in your company. |
What you see
The numbers band
Above the grid (on screens wider than a phone) four numbers sum up the loads you can see.
| Number | What it counts |
|---|---|
| Loads | All your loads. |
| Need attention | Loads with at least one exception, and how many are overdue for payment. |
| Revenue | The total customer rate. |
| Margin | Customer rate minus carrier cost, only on loads that have a carrier cost. A load with no carrier has no margin yet; it is not counted as 100% profit. |
Columns
| Column | What it holds |
|---|---|
| Load | The load reference, like AR-0042. |
| Container | The container number. Never cut short. |
| Status | The load status as a coloured badge with its word. You can change it here. |
| Customer | Who you bill. |
| Carrier | Who hauls it, or empty if not covered yet. |
| LFD | The last free day, with a short note such as how many days are left or how late it is. |
| ETA | When the vessel or freight is due. |
| Revenue | The customer rate. Right-aligned. |
| Cost | The carrier rate. Right-aligned. |
| Margin | Revenue minus cost. Negative margins show in red. |
| Flags | The exceptions on the load, worst first. |
| Agent | The sales agent who owns the load. |
Choose your columns
The Columns menu lets you hide a column, move it, or change its width. Your choice is saved in this browser only.
Statuses
There are 15 statuses in four groups. The full list with colours is on Statuses & milestones.
| Group | Statuses |
|---|---|
| Planning | Pending, Needs Carrier, Needs Driver, Booked - Awaiting Confirmation |
| Active | Dispatched, At Pickup, In Transit, At Delivery, Delivered |
| Completed | Delivered - Awaiting Paperwork, Ready for Billing, Invoiced, Paid |
| Other | On Hold, Cancelled |
Find a load
Search
The search box matches any part of the load reference, container number, booking reference, customer, carrier, sales agent or invoice number. Spaces and dashes are ignored.
Filter by status
The status menu shows All statuses, one of the four groups, or one exact status.
Risk chips
Chips under the search narrow the list to one kind of problem. Each chip shows how many loads match.
| Chip | Shows loads that |
|---|---|
| Needs attention | Have any critical or warning exception. |
| SSL hold | Have an SSL or customs advance that is not received in full. The container is not released. |
| LFD risk | Are past their last free day, or within three days of it with no pickup recorded. |
| Carrier needed | Have no carrier while a clock is running. |
| Overdue | Have a customer invoice past its terms and not paid. |
The search, filter, chip and page are kept in the address, so you can bookmark or share a view. If nothing matches you see No matches with a button to clear the filters. With no loads at all you see No loads yet.
Change a status in place
Open the status menu on the row
Click the status badge on the load's row.Pick the new status
The row changes at once and the change is sent to the server.Read the message
A green message confirms the move. If the server refuses, a red message says why and the row goes back to its old status.
The board uses the same rules as the load record. The common refusals:
| You tried | The server says |
|---|---|
| Move a load with an unpaid SSL or customs advance to Dispatched or later | The advance to the line is not received in full, so the load cannot move. (R4) |
| Dispatch with no carrier | No carrier is assigned, so there is nobody to dispatch. Cover the load first. |
| Dispatch with a carrier that is not cleared | The carrier is not cleared to haul, with what is missing. (R1) |
| Set Invoiced or Paid | These are set by finance when the invoice is raised or payment recorded, not by hand. |
| Jump past Delivered | Mark the load delivered first. Delivery sets the invoice dates and asks for the POD. |
| Cancel an invoiced load | Raise a credit note instead of cancelling it. |
| Change a Paid load | A paid load is closed. Nothing moves it now. |
Choosing Delivered runs the full delivery steps. See Marking delivered.
Quick look
Click a row to open a side drawer with a quick look at the load: its flags, finance (rate, cost, margin, invoice, paid), parties (customer terms and credit, carrier MC/DOT and compliance, sales agent), route, milestones, dates, charges and advance. A link in the drawer opens the full load record.
On a phone the grid becomes a list of cards with the same information.
Export to CSV
Export CSV downloads the loads that match your current search, status filter and chip. You need Loads · export to see the button.