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2. Loads
Video Overview: Loads
Select Loads from the left column.
To enter a Load, select Create Load.
To create a Load, you’ll need to enter the load information and make sure it’s assigned to the correct Job.
You will select the correct Product, Logger, Trucker, and Driver from the drop down arrows.
If you do not see who you are looking for, you will need to go to Products or Vendors in the left column and add the Product or Vendor to My Products or your Vendors list.
Then they will appear from the drop down arrows when you go to Enter Load.
Note: You may have already done this step from Loads in the Jobs section.
Select Save & Next if you have multiple loads to enter. Select Save if you only have one load to enter.
All of your loads will be listed in the All tab.
You can then sort loads by Entered, Delivered, Settled, and Reconciled by selecting the appropriate tab at the top.
To edit a Load, hover your mouse in the far right column next to the Status column. The Edit button will appear for you to select it.
If you are trying to find a specific ticket based on specific information, select Advanced Search. Here you will be able to search for tickets based on any of these fields.
To enter paper tickets, select Paper Ticket Entry. When you enter the Security Tag (Load Tag), the rest of the load information that has been entered will auto-populate.
Then you’ll be able to enter the Scale Ticket number and the Delivery Date and make any other edits necessary.
If you receive an Excel file or CSV from the mill with your loads, you can enter all load data at once using the Import Mill Data tab.
Here you’ll just need to match up the data in the file to the template to enter in all load data at once. Your loads must contain the Security Tag # to match loads in TRACT.
Video Transcript
Now I’m going to show you how to create loads so like I showed you before we’re talking about jobs within the job section you can click on a specific job and you can click on loads for that job so here within this job we see all of the loads that are associated with that jobs can also create specific to that job here the other place that you can create loads is within loads so if we select loads in the left column this will show us a list of all of our code loads for all of our jobs not just one job and you can also sort those loads by insured loads what’s been delivered let’s then settled and what’s been reconciled if you need a search for a specific load or by some kind of specific parameters you can search using any of these data points right here so you can search by product you can search by mill by loader by driver and you can see all the loads that are associated with that search parameter if you want to create a new load you can create a load by selecting create learn in the top right corner here you would enter in information associated with that load when you select the job it’ll pop on and populate these bottom data points based off of what you’ve already ended in your job for that job so here I have all the products associated with this job and now that I selected a product it gives me longer to choose from truckers to choose from and drivers to choose from I get in there my security tag my trailer IG and the other information that still needs to be tennard’s if I have more than one psych I don’t want more than one load to end I can select save and NEX and it’ll pop up a new blank load for me to create or if this is my last load or my only blow to upload right now the not just select save for a paper ticket entry you can select that here here you can enter in the security tag and once you I’m inside the load tag and once you do it’ll auto populate this information here and when it’s already been added then all you need to add in is the scale ticket and the delivery date and any other information that hasn’t been answered yet you can also edit any of this information right here if any of this is incorrect or if anything has changed put it in a paper ticket the other way that you can import data front loads is by importing mil data so if you had an excel file or CSV file from a mil you could create a template that would basically match up your columns in Excel to the correct filled and track so it would match up those data points so you created a template that matches up those data points and then you can upload your excel file and it contract will automatically import all of those tickets you can additionally email once you have a template set up you can email that’s that Excel file to this email address and it will automatically import those tickets as well so that’s how you create those here there’s three different ways that you can enter loads and here’s all the different ways that these layers can be sorted you can see where each load is out in the process.