Adding a Searchable Reference Number to your Loads

Jim Grosskurth

Sometimes you need a searchable number that is separate from your Load Number.  We designed the PO Number with this in mind.  To assign a PO Number to a Load: Click “All Loads”. Click on a Load. Scroll …

Customizing “My Loads”

Jim Grosskurth

The “All Loads” screen will show all load statuses.  “My Loads” will only show certain statuses.  You can select which statuses you want to see under “My Loads” by editing your User. Click on Users Click your Username …

Adding Customers

Jim Grosskurth

Adding customers is easy. Click the “Customers” tab, and the “Add New” button. Fields with a “*” are mandatory.  If you’re in a rush, you can fill the space with a period. The “Payer” field is important. Payer=True …

Adding Carriers

Jim Grosskurth

Load Manager TMS Software streamlines the process of adding Carriers.  First, click the “Carriers” tab.  Then, click the “Add New” button. Enter the carrier’s DOT # and click Continue.  Load Manager will auto-populate the carrier’s name, address, email, …

Invoicing Customers

Jim Grosskurth

The time has come for you to be paid.  In order to generate and send an Invoice, the load must have a status of “Invoice”. Select the “Invoice” status from the drop-down menu, and Save. You will see …

Adding Users

Jim Grosskurth

To add a new User: Click the Users tab Click the “Add New” button Just like the entire Load Manager system, any fields with a “*” next to them are mandatory.  If you’re in a rush you can …

Email Setup

Jim Grosskurth

Load Manager has powerful email tools that allow you to email Rate Cons, Invoices, and other documents with just a few clicks.  You must go through the one-time setup procedure before you can use these tools.  To setup …