Load Template

 

In this article

    1. Overview

    2. Create Load Template

        2.1 From Loads

        2.2 From Load Templates

    3. Create a Load from Load Template

    4. Actions performed on a Load Template

    5. Filter Load Templates

Overview

Load Template enables you to create a template for a load containing all the properties which can be reused during load creation.

Create Load Template

There are two ways to create a Load Template using the below mentioned ways.

  1. While creating a Load
  2. From Operations > Load Templates

Load Template creation from Loads

Please go through Create New Load – Axele Help Center to create a Load.

Once the Load details are entered, click on "Save Template" as shown below.

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Once you click on "Save as Template", enter a name for the Template and click "Save" as shown below to create the Template.

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You can find the template created from Operations> Load Templates

Load Template creation from Load Templates

Please go through Operations> Load Templates> Click on "Create Template" as shown below.

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Enter the Template name and all the other details just like creating a Load (Create New Load – Axele Help Center)

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Once all the details are entered, click on "Create" button in the bottom right as shown below
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Create a Load from Load Template

There are two ways to create a Load from Load Template. They are:-

  1. Go to Operations> Loads> Create New Load > Select the Template as shown below which will fetch you all the details, you can edit the details as per your needs.

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2.   Go to Operations> Load Templates> Choose the Template> Click on the Gear icon towards right> Create Load as shown below.
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Actions performed on a Load Template

You can perform following actions on a Load Template by clicking the Gear icon on the extreme right of the template.

  1. View/Edit: You can view the template data as well as edit it using this feature.
  2. Create Load: You can create a Load following the steps mentioned above
  3. Duplicate:  You can copy the template data and create a new template using this feature.
  4. Delete: You can delete a single template using this feature.

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Filter Load Templates

You can filter a template using Template Name, Customer, From and To address as shown below

Click on the respective filter to get the templates related to that filter.

Click "Reset All" button to reset all the filters

Capture-9You can also Delete multiple templates at once by selecting the "Bulk Actions" option as shown above.