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To initiate the process of creating a new load, you can either go directly to loads and click on “Create New,” or you can use the quick actions available at all times within the system. Look for the top-right icon on your screen, which is a shortcut to create various new entries, including a new load.

Fill in the basic details of your load. This includes the mode of transport, such as LTL, TL, Intermodal, or a custom option that best fits your needs.

Select the required equipment type for this load, such as a 53′ Van, Flatbed, or Container. This dropdown menu allows for customization based on your specific requirements.

Assign the load to an office and a specific group. This step ensures that only users with the right permissions can access and manage this load.

Input the customer’s name, reference number, and add any relevant notes. You can also add a customer contact to pre-fill their email for communications directly from our system.

Enter the base rate and select the rate type for this load. These financial details can be specified later if necessary.

Assign assets to your load. You can manually assign a truck or driver, or use the ‘Dispatch Manager’ for automatic assignment. Optionally, add notes for the driver.

Detail the pickup and delivery stops according to your customer’s order. Include time windows and reference numbers for each stop.

Use ‘Stop Offs’ for internal planning and coordination. These details help with route planning and are not visible to the customer.

After setting your stops, you’ll add commodities to your load. You can select from saved templates or create a new commodity and save it for future use. For loads with multiple segments, specify the commodities for each pickup and delivery.

Set up reminders for load updates and add any necessary accessorials. This can also be done later in the pricing section, based on your preference.

Add relevant documents to your load. Decide whether these documents should be visible on the customer portal or accompany invoices. Finalize the creation process by reviewing all details and submitting the load.

With this guide, you’re now equipped to efficiently create a new load in the Accur8 TMS. Remember, our system is designed to streamline your transportation management process, ensuring efficiency and security. If you have any questions or require further assistance, our support team is here to help.