Brokerage Basics

Your go-to for successful load booking, covering essentials from start to finish.

• Logging a check call
• Adding a New Customer
• Adding a Carrier
• Creating an Order
• Duplicating an Order
• Shipment Table - Column Set Up/Sorting
• Shipment View - Filtering and Table Download
• Generating/Sending a BOL
• Reporting a TONU (Truck Ordered Not Used)
• Customer Tracking Link
• Credit Limits
• Uploading an Existing Carrier Agreement
• How to Book a Load
• Generating/Sending a Rate Con
• Carrier Load History
• Cross Border Shipments
• Shipper Order History
• Dispatching a Driver
• Submitting an Order
• Global Search
• Setting Up Your Org's Net Payment Terms
• Progressing a Load With Check Calls