User Issue:
User would like to upload the rate confirmation, and have the the load form filled out automatically.
Solution:
When users go to the Add Planned Load form to enter a load there is a button to Auto Fill From Rate Con. Click on that button and select a pdf file from the computer, then the system reads the pdf and automatically fills in the load form. It will automatically match to customers that are already in your address book, or create a new one when needed.
This feature is available in the Pro version only.
Comments
2 comments
Like this feature. Seems to work more than it doesn't although sometimes info doesn't show up where it should. But my only flaw with it is that if we're uploading the rate confirmation so it can read it to build the load, why do we have to upload a second time to add the rate con to the actual load when sending to driver or out for invoice?
I have done several of these now, and I like the feature.
Today, I uploaded a rate con with multiple drops. Instead of listing them as drops, they were submitted as pickups. So, my 1 pick, 3 drop load was created as a 3 pick, 1 drop load.
It would be great if we could move those to where they belong somehow, not sure if that is possible.
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