Applies to: Users with "ViewLoadTemplates" or "ManageLoadTemplates" permission

Module: Loads and Trips > Load Templates

Last reviewed: 2026-06 · Owner: Support

Load templates let you save a reusable set of load details so you can build new loads faster. Users with view access can create loads from a template; users with manage access can also create, edit, and delete templates.

Overview

Load templates (also called load template libraries) let you define a standard set of load details once and reuse them every time you need to build a similar load. Instead of entering the same stops, equipment type, and order details from scratch each time, you select a template and fill in only what changes.

Templates are useful for recurring lanes, dedicated customers, or any load type you create frequently. Synonyms: saved load, reusable load, load preset, lane template.

Before You Start

You need one of the following permissions to access Load Templates:

"ViewLoadTemplates": lets you view the Load Templates tab, select a template, and initiate a new load from it.
"ManageLoadTemplates": lets you do everything "ViewLoadTemplates" allows, plus create new templates, edit existing templates, and delete templates.

Image Displaying Load Templates permissions on a sample user profile

If the Load Templates tab is not visible in your navigation, your user account does not have either of these permissions. Contact your administrator to request access.

To navigate to Load Templates: in the left navigation bar, go to Loads and Trips, then select Load Templates.

Steps

Create a new load template (Requires the "ManageLoadTemplates" permission)

Open the New Load form. In the form, look for the option to create a Load Template instead of a standard load.
Image showing “Create a Template” on the “New Load”/”Load Creation” form
Image showing “Create a Template” on the “New Load”/”Load Creation” form
Select the Load Template option.
Enter a name for the template. Choose a name that clearly identifies the lane or load type so you can find it quickly later.
Fill in all the load details you want to save: customer sales gent, office, customer, billing rate, “Invoice As”, stops, schedule type, equipment, order details, and any other fields relevant to your recurring load.
Save the template. It will now appear in the Load Templates tab for any user who has "ViewLoadTemplates" or "ManageLoadTemplates" permission.

Image showing “Create Template” button

Create a load from a template (Requires "ViewLoadTemplates" or "ManageLoadTemplates" permission)

In the left navigation, go to Loads and Trips > Load Templates (https://app.alvys.com/#/load-templates).
Find the template you want to use. You can browse the list or search by template name.
Select the plus (➕) icon for the specifc template.
Image showing plus icon to create a load from a template
Image showing plus icon to create a load from a template
Fill in any criteria that change from load to load (for example, pickup date, specific driver, or reference numbers).
Save the load. The new load is created with all the details from the template pre-populated.
Edit an existing template (Requires the "ManageLoadTemplates" permission.)
Go to Loads and Trips > Load Templates.
Find the template you want to update.
Select the template to open it for editing by clicking the pencil icon.
Image showing edit icon to create a load from a template
Image showing edit icon to create a load from a template
Modify any details as needed to reflect current requirements.
Save your changes. The updated template is immediately available for future load creation.
Remove a template (Requires the "ManageLoadTemplates" permission.)
Go to Loads and Trips > Load Templates.
Find the template you want to remove.
Select the bin icon to delete the template.
Image displaying delete Icon for each load template
Image displaying delete Icon for each load template
Confirm the deletion. The template is removed and will no longer appear in the list.

Result

After completing these steps:

A new template you created is saved and available for all users with "ViewLoadTemplates" or "ManageLoadTemplates" permission to use.
A load created from a template opens pre-filled with the template's details, ready for you to add the load-specific information.
An edited template reflects your changes on all future loads built from it (it does not change loads that were already created).
A deleted template is removed from the list and can no longer be used to create new loads.

Troubleshooting

Load Templates tab is not visible

Confirm you are logged in to the correct account and company. Ask your administrator to verify that your user profile has either the "ViewLoadTemplates" or "ManageLoadTemplates" permission enabled; neither permission will show the tab if both are absent. If the permission is enabled but the tab still does not appear, contact Alvys support.

Create, edit, and delete options are not available

The create, edit, and delete actions require the "ManageLoadTemplates" permission. If you only have "ViewLoadTemplates", you can view the tab and initiate loads from templates, but you cannot modify or delete templates. Ask your administrator to grant "ManageLoadTemplates" if you need full template management access.

FAQs

Q: Can I create a load template from an existing load?

A: The template creation flow starts from the New Load form by selecting the Load Template option. You fill in the template details there rather than converting an existing load directly.

Q: Do changes to a template affect loads that were already created from it?

A: No. Editing a template updates only the template itself. Loads that were previously created from that template are not changed.

Q: Who can see the Load Templates tab?

A: Any user with either the "ViewLoadTemplates" or "ManageLoadTemplates" permission can see and use the Load Templates tab.

Q: Can I duplicate an existing template instead of creating one from scratch?

A: Alvys does not currently have a dedicated template-duplicate button. To create a similar template, you can create a new load from an existing template and then save it as a new template with a different name.