Load Execution

 

Overview

Within Axele, a load can be associated with one of the seven statuses below. This article on load execution focuses on the middle three: Assigned, In Progress, and Completed/Cancelled.

  1. Quote
  2. Available/Planned
  3. Assigned
  4. In Progress
  5. Completed/Cancelled
  6. Invoiced
  7. Paid

Each of these statuses, arranged in chronological order, can be viewed at the top left of the Loads page (Operations > Loads). Clicking one or multiple statuses will show you those loads in the data grid on this page (see Image 1 below).

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Image 1

There are four main actions when it comes to executing a load within Axele:

  1. Assigning or Planning the load to your driver
  2. Dispatching the load
  3. Updating the stops on the load
  4. Completing or Cancelling the load

We’ll explain each of these below.

Assigning or Planning the Load to Your Driver

A load can either be Assigned to, or Planned for, to your driver. Let’s explore the differences between the two:

  • Assigned: The driver is notified of the load on their mobile app. Once the load is ready for pickup, the driver can self-dispatch themselves from their mobile app, or the dispatcher can dispatch the load from the web app when the driver begins.
  • Planned: The driver is not notified of the load on their mobile app. This gives the dispatcher an opportunity to modify the load prior to assignment or analyze the load on the driver’s timeline to decide if the load should be assigned to the driver. A load needs to be Assigned to your driver to complete the load assignment and notify the driver on their mobile app.

You can Assign or Plan a load during load creation or after the load has been created:

  1. During load creation on the Create New Load page: Operations > Loads > Create New Load > click the Status on Creation field at the bottom of the page (see Image 2 below)
  2. After the load has been created on the Loads List page: Operations > Loads > click the gear to the right of the load (see Image 3 below)
  3. After the load has been created on the Load Detail page: Operations > Loads > select the load (see Image 4 below)

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Dispatching the Load

A load that is dispatched means that the driver has started to work on the load and is moving to the pickup location.

The driver can self-dispatch themselves from their mobile app (see Image 5 below).

The dispatcher can dispatch the driver from the web app:

  1. The Driver Detail page (Operations > Driver Dispatches > select the driver) by clicking Dispatch on the load card (see Image 6 below)
  2. The Loads page (Operations > Loads) by clicking the gear icon to the right of the load (see Image 7 below)
  3. The Load Detail page (Operations > Loads > select the load) by clicking Dispatch at the top right of the page (see Image 8 below)

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Image 5

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Updating the Stops on the Load

Both the driver and dispatcher can update and complete stops on the load. The driver will update the stops using the mobile app, and the dispatcher will update the stops using the web app.

Below are the activities associated with each stop of a load. Once all stop activities are updated and completed, the load is marked as Complete.

Pickup

  1. Arrive
  2. Loading Started*
  3. Loading Done*
  4. Depart

Drop off

  1. Arrive
  2. Unloading Started*
  3. Unloading Done*
  4. Depart

* These are optional stop activities that you can enable within Settings > Preferences > Company tab > General Preferences > Collect Load/Unload Timings. Collecting this data can help you keep a record of dwell time.

From the Mobile App

From the mobile app, the driver can update stop activities (arrive, depart, etc.) by tapping the related button on the load he or she is working on (see Image 9 below). For example, when he or she arrives at the stop, the Arrive button should be tapped to notify the dispatcher that the activity has started.

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Image 9

From the Web App

From the web app, the dispatcher can update stop activities for the driver by clicking the Update Progress button at the top right of the Load Detail page (see Image 10 below). This is helpful if the driver forgets to update a stop activity or does not have the mobile app downloaded.

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Clicking the Update Progress button will show the Update Progress popup window (see Image 11 below). Use this window to update each stop activity with the date and time that it was completed.

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Image 11

 

Use the Current Time and Appointment (Appt.) Time buttons to quickly fill the date and time fields (see Image 12).

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Image 12

 

Click the Mark All Activities button at the bottom left of the window to quickly complete each activity (see Image 13 below).

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Image 13

Completing or Cancelling the Load

Completing the Load

As previously mentioned, the load is marked as Completed once all activities for each stop are complete.

Here are a few ways to quickly complete a load:

  1. Within the Loads page, click the gear icon to the right of the load and then Complete (see Image 14 below)
  2. Within the Load Detail page, click the Complete button at the top right of the page (see Image 15 below)

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Cancelling the Load

Here are a few ways to cancel a load:

  1. Within the Load page, click the gear icon to the right of the load and then Cancel (see Image 16 below)
  2. Within the Load Detail page, click the three vertical dots at the top right of the page and then Cancel (see Image 17 below)

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Once you select Cancel, a popup window will allow you to update the following items (see Image 18 below):

  1. Update the Cancellation Date and Cancellation Time
  2. Mark as Non-Invoiceable, or mark as invoiceable to add Truck Ordered Not Used (TONU) to the customer invoice
  3. Keep Invoice Line Items, such as the invoice revenue
  4. Add Invoice Notes to provide a reason for the cancellation

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Image 18

 

Once you click Submit, the load will be marked as Cancelled (see Image 19).

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If you marked the load as invoiceable in the previous step, you can add TONU to the invoice by following these steps:

  1. Go to the load, click the Financials tab, and click Add Line Item within the invoice section (see Image 20 below)
  2. Select Truck Ordered Not Used (TONU) within the Pay Item field, update the Rate and click Add (see Image 21 below)

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Image 21