How to Add a Load Type

Users have 2 options: creating the load type within the Org level OR Location level. 

Load type at the Org level

These Load Types are shared across all warehouses. 

1. Click “My Organization” on the left menu and click the “Org Load Types” tab
2. Click "Create Load Type"
3. Enter the following required information:
   Name
   Direction (Inbound/Outbound)
   Operation (Live, Drop or Other)
   Equipment Type (Dry Van, Flatbed, Reefer, Other)
   Transportation Mode (FTL, PTL, Other)
4. You can add a description
5. Define the Duration of the Load Type, which can be done manually or using the slider bar
6. Configure the load type's availability in the scheduling portal 
7. Under 'Advanced Settings,' you have the following options:
   Dock selection: Decide if carriers are allowed to choose the dock.
   Load Type schedule: Set the times when the load type is available for booking.
8. To finalize, click on “Create Load Type”.

Load type at the Location level:

These Load Types will be visible to a specific location only.

1. Select “Warehouses” on the left menu and select a warehouse
2. Click on “Load Types” tab
3. Click "Create Load Type"
4. Enter the following required information:
   Name
   Direction (Inbound/Outbound)
   Operation (Live, Drop or Other)
   Equipment Type (Dry Van, Flatbed, Reefer, Other)
   Transportation Mode (FTL, PTL, Other)
5. You can add a description
6. Define the Duration of the Load Type, which can be done manually or using the slider bar
7. Configure the load type's availability in the scheduling portal 
8. Under 'Advanced Settings,' you have the following options:
   Dock selection: Decide if carriers are allowed to choose the dock.
   Load Type schedule: Set the times when the load type is available for booking.
9. To finalize, click on “Create Load Type”.

Load Type Description

The description added will be displayed to carriers. 

Hiding the Load Type from the Scheduling Portal

Load types can be hidden from the carrier's view by unchecking a specific setting. When this option is unchecked, the load types will only be available for warehouse use.

What is the Duration of a Load Type?

It is the time that will be allotted for an appointment and should be correlated with the time a driver can expect to be at your facility. The most common appointment durations our clients use are 30, 60, or 90 minutes long.

What is the Inbound/Outbound Direction on an Appointment?

Inbound and Outbound refer to two of the most common processes to move goods throughout the supply chain. While they are similar in nature and both involve the transportation of products across various distribution channels, Inbound deals with supply and Outbound fulfills demand.

Inbound Appointment (i.e. Delivery):
Inbound processes include the movement of raw materials, finished goods, and supplies from a manufacturer or other distribution channel to a fulfillment center, warehouse, or retail store depending on the business model.

Outbound Appointment (i.e. Pickup):
Outbound processes are related to the movement of end products to the end-user, often originating in a distribution or fulfillment center and then delivering to their final destination.