How to Create a New Load

Overview

This article provides step-by-step instructions for creating a new load. Creating a load is the first step in managing container movements, assigning drivers, and generating invoices. This process ensures that all shipment details—such as customer information, equipment, routing, and billing—are correctly captured and tracked.

When to Use

Use this workflow when:

• Entering a new import or export job manually

• Dispatching a new order not coming from an integration or EDI

• Creating a one-off move or prepull for an existing customer

Steps to Create a New Load

1. Navigate to the Loads Module
   From the main navigation bar, go to Dispatch → Add New Load or  Quick add -> New Load
   
   

2. Enter Pickup & Delivery Location

   • Define each leg of the route: pickup, delivery,

3. Select Load Type
   Choose the appropriate load type:

   • Import

   • Export

   • Prepull

   • Street Turn

   • Live Unload

   • One-Way

   • Shunt

   • Pick and Run + Gray Pool

   • Prepull + Gray Pool

4. Assign Branch

   • If Branches are enabled, select the Branch

5. Review and Create Load
   

   • Double-check all fields for accuracy.

   • Click ‘Save Load’ to finalize. The load will now appear in the Loads list with an assigned load number.

Watch this Tutorial Video for a detailed walkthrough.