How to Create a Planned Load

Click on the Add Planned Load button from either the Dashboard or Planned Load on the Planned Load page.  Follow these directions for each section: Customer, Shipper, Consignee, and  Fees/Charges.

Customer

The customer is whoever is paying for the dispatch.  It could be the shipper, consignee, another company, a broker, etc.

Type in a couple letters of the Customer's name in the search box-the rest will auto populate for you.  If you haven’t created a customer yet, click on the blue create a new customer link.  The customer entry window will open for you to enter all of your customer’s information.  After you save this information your customer will be part of your permanent records.  The next time you need this customer just start typing the first three letters of the customer’s name and you will see it in the search window.

Shipper

The shipper is location of the first pickup on the dispatch.

Type in a couple letters of the shippers name into the search box-the rest will auto-populate for you.  If you haven’t created a shipper yet, click on the blue create a new shipper link.  The shipper entry window will open for you to enter all of your shipper’s information.  After you save this information your shipper will be part of your permanent records.  The next time you need this shipper just start typing the first three letters of the shipper’s name and you will see it in the search window.

• Pickup date-  This is the day the truck picks up the load from the shipper.  Use the calendar icon to pick the date you need.

• Instructions-  This can be any information about the load such as handling instructions, delivery times, etc.

• BOL-  Often there is a Bill Of Lading number that is attached to the load from the customer, shipper or consignee.  This number will also appear on the invoice.

• Customer Required Info-  Enter any information about the dispatch the customer would like to have on the invoice such as their load number, PO number, payment instructions, etc.  This info will appear on the invoice.

• Weight-  Enter the load’s weight here in lbs.  This number will appear on the invoice.

• Note-  This is strictly for your records.  Anything entered here will stay in the system as notes on this dispatch.

• Add another shipper-  If there was more than one pickup on this dispatch, enter them in order by clicking this button.

Consignee

The consignee is the location of the first dropoff on the dispatch.

Type in a couple letters of the consignee's name into the search box-the rest will auto-populate for you.  If you haven’t created a consignee yet, click on the blue create a new consignee link.  The consignee entry window will open for you to enter all of your consignee’s information.  After you save this information your consignee will be part of your permanent records.  The next time you need this consignee just start typing the first three letters of the consignee’s name and you will see it in the search window.

• Delivery date-  This is the day the truck drops off the load to the consignee.  Use the calendar icon to pick the date you need.

• Instructions-  This can be any information about the load such as handling instructions, delivery times, etc.

• Add another consignee-  If there was more than one dropoff on this dispatch, enter them in order by clicking this button.

Fees/Charges

Enter dollar amounts you want to charge the customer in this section.  Everything in this section will appear on the invoice.

Primary Fee

This is the main charge you are billing the customer for the dispatch.

Primary Fee Type

• Flat Fee-  When you are charging a specific dollar amount.

• Per Mile-  The dollar amount you are charging for each mile for loaded mile.

• Per Ton-  The dollar amount you are charging by the ton. (Ex: 40,000lbs load at $200 Per Ton is $4,000)

• Per Weight-  (Per 100 Weight) is the amount you are charging the customer per 100lbs.  (Ex: 40,000lbs load at $10 Per Weight is $4,000)

• Per Quantity- The amount you are charging per barrels/bushels/cases/gallons/hours (example: $100 per barrel with 5 barrels=$500).
  You will need to enter the quantity within the pickup section-beside quantity, you will enter the number, then right beside that will
  be a drop down box where you can select either barrels, bushels, cases, gallons, or hours. Then in the fees/charges section, you will enter the amount charged per quantity.

Fuel Surcharge Fee

This is anything extra you are charging for the dispatch to compensate for fuel costs.

Fuel Surcharge Amount Type

• Flat Fee-  When you are charging a specific dollar amount.

• Per Mile-  The dollar amount you are charging for each mile for loaded mile.

• Percentage-  Enter a number between 0 and 100.  This is the percentage of the Primary Fee you are charging for the FSC.  (Ex: 50% FSC on a $1,000 Primary Fee would be a $500 FSC)

Invoice Advance

Enter the amount (if any) you were paid ahead of time by the customer.  This amount will be deducted from the total amount you are billing your customer on the invoice.

Accessory Fees

This is where you enter any additional charges you want to bill the customer.  

• Additional-  This is for charges that do not fit in a specific category.

• Detention-  Charges for delaying or wait time for truck.

• Lumper-  Charges for additional help loading or unloading the truck.

• Stop Off-  Charges for pickups or dropoffs.

Tarp-  Charges for having to physically cover the load on the truck. 

*This is part of a two-step process. Once the Planned Load is completed, you will need to click Add Trip to assign the driver and the truck. Click Here for information on how to Create a Trip