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Create a shipping load from a sales order

You can create a new shipping load directly from within a sales order. This is typical of cases where an entire order is on a single load.

Tip: You can add more sales orders to the same load later in the Shipping module.

  1. Navigate to your sales order.
  2. Click load icon Schedule Load in the taskbar.
  3. Complete the basic load information, then click Create.
  4. To manage the newly created load you will navigate to shipping icon Shipping, then load icon Loads.
  5. Find the load in the left pane list, it should be near the top, and double click on it.
  6. Review and complete the load in the right pane. [See a detailed description of each field in the load screen.]