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How To Create a Load Template [ 5 min. read]

Create Loads Faster and Easier!

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We’re thrilled to introduce Load Templates! Designed to make your load creation process quicker and more efficient, our Load Templates are perfect for managing any number of loads with ease.

Why Use Load Templates?

  • Save Time: Significantly cuts down the time spent on manual load entry by building identical loads in bulk.
  • Increase Efficiency: Streamlines your load creation, letting you focus on more critical business tasks.
  • Improve Accuracy: Predefined templates minimize errors, ensuring precise load management.

Permissions to View Load Templates

Users with View Load Templates permissions enabled can access the Load Templates tab and initiate or create loads based on selected Load templates.
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Permissions to Manage Load Templates

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Users with Manage Load Templates permissions enabled can:

  • View Load Templates tab and initiate or create loads based on selected Load templates.
  • Create a new Load Template.
  • Edit or remove existing Load Templates.

How to Create Your Own Load Template

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Creating a Load Template is a breeze and sets you up for quicker load management in the future. Here’s how to do it:

  • Start with Building a New Load: In the New Load form, select the option to create a Load Template.
  • Name Your Template: Choose a name that’s easy to remember. This will help you quickly identify your template among others.
  • Fill in the Details: Enter all necessary information required for the load. The more detailed, the better!
  • Save: Once you’ve entered all details, save your Load Template.

For more information watch video here

Manage Your Load Templates with Ease

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Within the “Load Templates” tab, users are empowered to streamline their load management process by initiating load creation, editing existing templates, or removing templates that are no longer needed. Follow these simple steps to efficiently manage your load templates and optimize your load management workflow.

Initiate Load Creation

  • Access Templates: To initiate the creation of loads, navigate to your list of Load Templates.
  • Select Template: Choose the Load Template you would like to use as the basis for your new load.
  • Fill in Criteria: Customize the selected Load Template by filling in the necessary criteria for your new load.

For more information watch video here

Editing a Load Template

  • Access Templates: Navigate to your list of Load Templates.
  • Select to Edit: Choose the Load Template you wish to update.
  • Update Details: Modify any details as needed to reflect current requirements.
  • Save Changes: Don’t forget to save your updated template to apply the changes!

For more information watch video here

Removing a Load Template

  • Find Your Template: Go to your list of Load Templates.
  • Choose to Remove: Select the Load Template you no longer need.

Complete the form to get a quick demo