Building a Load & Sending a Rate Con

Building a Load & Sending a Rate Con

Building a Load & Sending a Rate Con

This guide offers a straightforward, step-by-step approach to building a load and sending a rate confirmation using Diesel TMS.



1. Navigate to https://dieseltms.com

2. Click "Loads"

3. Click "New"

4. Select a Customer

5. Click "Active NO CREDIT! BD:$232280.00 CL:$10000.00"

6. Click on the green "Create" button

7. Enter the Trailer Size / Length

8. Next, Enter the PO #

9. Select the Agent (Sales Rep) for this Load

10. Next, let's select the Shipper

Tip: DieselPro (Paid) Accounts can search for any address, even if it's not saved in their Locations!

11. Search for and then select the appropriate Shipper from the list

12. Enter a Pickup Date by clicking on the Date field.

13. The calendar appears. Click on the Date you'd like, or use the arrows to change months.

14. Next, let's enter the Pickup Time

Tip: You can also simply type the Date and/or Time in the fields.

15. Change the Time by entering a value or clicking the arrows.

16. Click here to select the Appointment option.

17. Repeat the process for the Receiver / Consignee
Click "ABConsignee"
Click the "Date" field.
Click "2"
Click this text field.
Double-click here.
Click here.

18. Next, let's enter the Customer Rate

19. Enter the Unit/Qty/Rate as shown below

20. To add a line item, just double-click (or double tap) anywhere in the Charges section.

Tip: You can also add a Line Item by clicking on the + button in the top right corner of the Charges section.

21. Click the x on the right of the field to clear the Unit field and search for a different unit. You can also just erase the value or type over it.

Tip: If you have yet to create a specific item, just type the name in the Unit box and it will be created when the Load is saved!

22. Next, let's enter the Costs for this Load as shown below.

Tip: To delete a line item, right click on the line item and you will be prompted to delete it. (On a mobile device, press and hold to delete.)

23. Next, Enter the Weight and other Product details

24. Click "Save Load"

25. Click the "Carrier" field.

26. Now, let's assign the Carrier. In the list, you can see various details about the carrier, like whether their Insurance is expired, their rating, and much more!

27. Enter any reference numbers.

28. Click "Save Load"

29. Let's take a look at the Rate Confirmation and see if it has all the information we need.

30. Great! Looks good.

31. Let's go ahead and email it.

32. Let's move this email box to the middle.

33. That's better. Okay, I also need to change this email address to good ol' Billy Bob
Click the "To" field.
Click "Billy Bob"

34. I also needed to drag and drop an extra file from my computer to here, so I went ahead and did that and then clicked Send
The email box disappears. That's it!


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