last updated 12-07-2021
In this video, I'll show you how to create a new load in FreightPrint. To do it, we'll enter information in three parts: Pickup, Delivery, and Shipment.
STEP 1: CREATE PICKUP INFORMATION
Let's begin. Click on the red New Load button in the upper left part of your dashboard. This takes you to the first step, the Pickup Information page.Type or select a pickup location you've previously saved, or add a new location if you don't have it saved. I'll show you how to add a new one in just a moment. Throughout this video, I'll use locations and names I've saved in my database, and I'll show you how to do it both ways -- to use what you've saved and to add new.
The process to add new is pretty much the same each time, whether it's a location, driver, or other contact. To add a new location, type Add New Location, enter the name, address, phone number, and email of the pickup, and check or uncheck the boxes to choose whether to allow text messages to be sent to the pickup number and whether to save the location in your database so you can use it for other loads in the future. Okay, now that we've added the new location, we'll move on.
STEP 2: CREATE DELIVERY INFORMATION
Pick a date and time, type driver instructions, and type the driver or carrier's name to assign the load to a carrier or driver. To enter a new carrier or driver, select Add New Carrier and fill out the information requested. If you don't know who it'll be, select Undecided to keep the load info to yourself or Broadcast to send it out to your FreightPrint network. See our video on how to broadcast loads for more information on broadcasting.Click Next to go to the second step, Delivery Information.Pick a delivery location or add a new one if you don't see the one you want. To add new, follow the same steps you followed to add a new pickup location and a new carrier or driver.Pick a date and time, then enter delivery instructions.
STEP 3: CREATE SHIPMENT INFORMATION
Click Next to go to the third and final step, Shipment Information.This is where all the other information goes: the PRO, BOL, or invoice number; document uploads; shipment details, including tables of items if you want them; weight; volume or quantity; estimated time and distance covered; there's the carrier equipment type -- and to learn how to customize this dropdown menu, see our video on how to add custom fields to your shipping information template; here's your shipment rate; commission; a box to check if you want to dispatch the load to a driver or carrier at a future date and time; your billing contact, and to add a new billing contact, follow the same steps as before when adding new information; and below this you'll see any custom fields you've created.
If you haven't created any custom fields, the next thing you'll see is a box labeled Auto Invoicing. Check it if you want FreightPrint to automatically generate and send an invoice when the load is delivered. If you don't want that, leave it blank.
When you've filled out all the information about your load, you're ready to make it official. You can do this in one of two ways: the Create Load button, or, if you want to dispatch the load to a driver at the same time as it's created, the Create & Dispatch Now button. Click whichever button you prefer. This finishes the process, puts the load on your dashboard, and takes you to your dashboard, where you'll see the new load you just created at the top.
You did it! Now you have a new load.Start Trial