Maintain Shipments

Section

Tool Bar

Field

Description

View trip

Switches to the trip view. If no driver has been assigned yet, this opens the Trip Assignment Wizard.

Split manager

Opens the Split Manager to split the shipment into multiple trips. This can also be done from the trip screen. Click here for more information on splitting loads.

Duplicate

Creates a duplicate of the current shipment using the duplication method set in Dispatch Setup Options. Click here for information on setting the duplication method.

BOL

Opens a Bill of Lading that can be printed or saved.

Notes

Opens or closes the notes section for this shipment.

Messaging

Opens or closes the messaging section, displaying all messages between drivers and dispatchers related to this shipment.

Document Management

Opens the document management folder for this shipment, where related documents can be uploaded.

Section

Billing/General Information

Field

Description

Customer

The customer who booked the shipment.

Bill To

The customer to be billed for the shipment. Auto-populated from the Customer field but can be changed if needed.

Rate Plan

The rate plan used to bill the customer. Auto-populated from the customer's assigned rate plan. If no plan is assigned, a rate plan can be selected manually or charges can be entered manually.

Company

The company that will bill this customer. Auto-populated from the Customer field but can be changed if needed.

Entered by

Auto-populated with the username of the user who created the shipment.

Booked By

The user who booked the shipment. Auto-populated if a default is set on the customer's profile.

Booked for

Indicates whether this shipment is for company assets or brokerage. Auto-populated using the default set in Dispatch Options. Click here for details on setting this default.

Section

Reference numbers

Reference Numbers

Up to five reference number fields are available for each shipment. These field labels can be renamed in the Dispatch Setup Options screen to match your company's terminology.

Section

Requirements Equipment/Paperwork (Use the pencil to open and edit what will be on the load.)

Priority

Sets the load priority level. Options are None, Low, Medium, High, and Urgent. Priority is displayed on the Planning and Dispatch Boards.

Equipment

The type of equipment required for this shipment.

Preloaded trailer

If a preloaded trailer will be picked up for this load, select it here. It will be added to the trip when assigned.

Refer Temp

The required temperature if a reefer is needed.

Refer Mode

The reefer temperature mode: Start/Stop, Continuous, or Off.

Team required

Check if a team driver is required for this load.

Hazmat

Check if this is a hazmat load.

Tarp Required

Check if a tarp is required. When checked, a text field appears to enter the tarp length or details.

Bars./straps required

Check if bars or straps are required. When checked, a text field appears to enter the specifics.

Pilot car required

Check if a pilot car is required for this load.

Oversize permit required

Check if an oversize permit is required.

Overheight permit required

Check if an overheight permit is required.

Overlength permit required

Check if an overlength permit is required.

Overwidth permit required

Check if an overwidth permit is required.

Overweight

Check if an overweight permit is required.

Cargo Value

The estimated value of the cargo.

Original Paperwork

The date the original paperwork was received.

Section

Contact

Load Contact

The Load Contact section displays contact information for this shipment, defaulted from the selected customer. This can be updated on a per-load basis as needed.

Section

Stops

Add stop

Adds an additional stop to the shipment. Every shipment requires at least one pickup and one delivery stop, but can have multiple of each type.

Map

Displays the route based on your system's Geocode provider.

Stops

Enter the stop information. If more stops are needed, use the Add Stop button. Use the Pencil next to the stop to edit any information on the stop or add notes for the driver/dispatcher.

Truck/Trailer Icons

Next to the location, there are truck Icons to tell you what is happening at that stop.

Pickup Location

Delivery location

Location is a Drop & Hook Site.

Note: Extra stops must be specified as pickup, delivery, or both, and whether they involve a drop and hook.

Location

Select a configured location from your account. Using saved locations is recommended for frequently used stops, as they support notes and improve reporting.

Appointment

Sets the appointment type: FCFS (First Come, First Served — allows a date range), Appointment Set (Enter specific date/time, click the "+" next to the clock to add an optional Late After time), or Appointment Required (used when the appointment still needs to be scheduled).

Miles

Miles between stops are calculated by your Geocode provider when the shipment is saved.

Contact

Contact information for each stop. Defaulted from the location if one is selected. Edit using the pencil icon on the left of the stop line.

Info

Additional stop information such as reference numbers, pickup instructions, or contact numbers.

Driver Notes

Pre-filled from the location record. Sent to the driver via the mobile app and included on the BOL. Can be edited per load using the pencil icon.

Dispatch Notes

Pre-filled from the location record. Not sent to the driver or included on the BOL. Can be edited per load using the pencil icon.

Directions

Pre-filled from the location record. Sent to the driver via the mobile app and included on the BOL. Can be edited per load using the pencil icon.

Section

Goods

Add Item

Adds a new goods line. A goods line is required for each stop to specify what is being picked up or delivered.

Add All

Adds all combinations of pickup and delivery stops automatically. Useful when multiple stops share the same goods type.

Goods

The type of goods for each stop. Select from a preset list or type a custom description.

Weight/Volume/

Units/Pallets

Quantity and measurement details for the load.

Section

Charges Note: Ditat uses the Bankers' Rounding method when calculating rates.

Add Charge

Adds a manual charge line. Manual charges have a white background and will not be recalculated by Auto Rate & Pay.

Calculate charges

Calculates charges using the rate plan assigned to the shipment. Calculated charges have a grey background and will be recalculated by Auto Rate & Pay throughout the load's lifecycle.

Auto Rate

Available only when Auto Rate & Pay is enabled. When checked, the system will continue to use the assigned rate plan to calculate charges as the load progresses.

Type

The payment type being charged. Lookup field for payment types configured in your system.

Quantity

The quantity to charge for this payment type. Can be negative to issue a credit to the customer.

Rate

The rate to charge for this payment type. Should always be a positive number.

Adjusted Revenue

Used by the system to calculate driver pay for percentage-based drivers.

Use for Pay

When checked, this charge will be included in driver pay calculations for percentage-based drivers.

Section

Notes

Billing Notes

Internal notes for the billing team. Auto-populated from the billing notes on the customer's profile. Displayed on billing screens and certain reports.

Invoice Notes

Internal notes relevant to invoicing. Auto-populated from the invoice notes on the customer's profile.

Field

Description

View Trip

Opens the trip to assign a driver.

Split Manager

Splits the shipment between multiple drivers.

Duplicate

Creates a duplicate of this shipment.

BOL

Prints a Bill of Lading for this shipment.

Delete

Deletes the shipment.

Notes

Opens or closes the notes section.

Messaging

Views messages from drivers for all trips associated with this shipment.

Document Management

Opens a window where you can upload paperwork for this load.

Agent Access

Assigns agent access for this shipment. Only if you have the Agent Module on your account.

Help

Opens the help section for the current tab.