Workspace
Load templates
Save a load you book often and start the next one from it.
A load template keeps the parts of a load that repeat: the customer, carrier, lane, rates, stops and charges. When the same customer sends the same lane every week, you pick the template, add the container and the dates, and book. Templates live on the New load screen.
- Where
- Workspace › New load, the bar at the top of the form
- Save a template
- Loads · create
- Delete a template
- Loads · edit
- Shared with
- Everyone in your company
- Audited
- load_template.create, load_template.delete
What a template keeps
| Kept | Not kept |
|---|---|
| Customer and carrier | Container number |
| Equipment, commodity, pallets, weight | Booking reference and container count |
| Origin, destination, both ZIPs, miles | ETA, last free day, pickup date and time |
| Customer rate and carrier rate | Sales agent |
| SSL and customs switches, line or broker | |
| Remarks | |
| Stops (without their appointment date and time) | |
| Charges |
Save a template
Fill in the New load form
Enter the lane, parties, rates, stops and charges you want to reuse. You do not need to book the load.Press Save as template
A name field appears.Name it and press Save template
Use a name the desk will recognise, like "Acme · Savannah to Atlanta". Up to 80 characters.
Names must be unique in your company (capital letters do not count as different). If the name is taken you see: There is already a template called "…".
Book from a template
Choose it in Start from a template
The list appears once your company has at least one template.Press Use template
The form fills in. A message reminds you to add the container and the dates.Check and complete the form
Every rule still runs when you save: credit (R2), the sales agent (R9), the container format.Press Create load
As usual.
Delete a template
Choose it in Start from a template, then press Delete template. You need Loads · edit. The deleted template's contents are kept in the audit log.