Navigation & Setup
Summary: The Load Board provides a dynamic table view of all your loads. You can customize which columns are visible and their order, apply various filters to narrow down your data, and use the summary bar at the bottom to get real-time totals and analytics. This allows you to tailor your view for efficient load management and quick decision-making.
The Steps to Navigate to the Load Board
There are several convenient ways to access the Alvys Load Board from anywhere in the application:
From the Home Screen (Left Side Panel Navigation):
On the left-hand side navigation panel, click "Loads and Trips."
Then, select the "Loads" option from the submenu.
Via Search:
From the home screen, click "Search" in the left side panel.
Type in a load number (or other search query).
Click "Loads" in the search results.
If the results are not what you expected, click the link that says "Not the results you expected? View load board." This will take you directly to the Load Board.
Keyboard Shortcut:
At any time, you can press Command + L (Mac) or Ctrl + L (Windows/Linux) on your keyboard. This will instantly take you to the Load Board.
Double clicking a row in the table:
Once you have navigated to the Load Board, any time you double click a row in will open the Load Details Page in a new browser tab.
Adding, Removing, and Reordering Columns
The Load Board features a highly customizable table view. You can choose which data points (columns) you want to see, and how they are ordered and displayed. Ensure the "Loads" tab is selected on the board.
Using the "Columns" Tab:
On the far right side of the table header, click the "Columns" tab.
A panel will appear with a list of all available columns.
To show a column: Ensure the checkbox next to its name is checked.
To hide a column: Uncheck the checkbox.
To reorder columns: Click and drag the square dotted icon next to a column name to change its position in the list. This will update its order on the table.
You can also use the search bar at the top of this panel to quickly find a specific column name.
Directly from the Table Header (Drag and Drop):
You can also click and hold down on any column header directly on the table.
Drag and drop the column to your desired position in the table.
Pinning Columns
Pinning columns allows them to remain visible on your screen even when you scroll horizontally. This is useful for keeping key identifiers (like Load Number) always in view.
Click the Hamburger Icon: Hover over any column header until a hamburger icon (three horizontal lines) appears. Click this icon.
Select "Pin Column": From the dropdown menu, select "Pin Column." Choose Pin Option:
"Pin Left": The column will always be the leftmost column, staying in your viewport even with horizontal scrolling.
"Pin Right": The column will always be the rightmost column, staying in your viewport even with horizontal scrolling.
"No Pin": The column will not be pinned and will scroll horizontally with the rest of the table.
Auto-Sizing and Resetting Columns
Auto-Size This Column
Click the hamburger icon in a column header.
Select "Autosize this column" to adjust the column width to fit its content, wrapping text as needed.
Auto-Size All Columns
Click the hamburger icon in any column header.
Select "Autosize all columns" to adjust all visible columns to fit their content.
Reset Columns
Click the hamburger icon in any column header.
Select "Reset columns" to revert all columns back to their default widths and order that you had previously set up.
Filtering Columns
The Load Board offers powerful filtering and sorting capabilities to help you quickly find and organize the loads you need.
Filtering Columns Individually
Access Filter Options: Hover over any column header and click the hamburger icon (three horizontal lines).
Click "Filter": From the dropdown menu, click the "Filter" icon.
Enter Search Criteria: A search bar will appear. Type your desired text or value into this search bar.
Choose Filter Method: You can select different methods for how you're filtering your data:
"Contains": Shows results that include your text anywhere.
"Does not contain": Excludes results that include your text.
"Equals": Shows exact matches.
"Does not equal": Excludes exact matches.
"Begins with": Shows results that start with your text.
"Ends with": Shows results that end with your text.
"Blank": Shows records where the field is empty.
"Not blank": Shows records where the field is not empty.
Apply Filter: The table will dynamically update based on your selected criteria.
Sorting Columns
You can sort most columns to organize your data ascending or descending.
Click Column Header: Click directly on the header of the column you wish to sort.
Toggle Sort Order:
Clicking once will sort in one direction
Clicking a second time will sort in the opposite direction
Note: Only one column can be sorted at a time.
Page-Wide Search
In addition to individual column filters, you can perform a search across the entire visible table.
Click Page Search Button: Locate and click the "Page Search" button in the header.
Enter Search Term: Type in a term to search across all displayed columns in the current view.
Additional Load Board Filters
At the top of the Load Board, you may find additional quick filters:
“Loads/Trips”: Ensure Loads is selected to display loads in the rows of the table. If you select Trips, it will display the trips in the rows.
"Loads Today" or “Trips Today”: Filters the table to only display loads scheduled for the current day.
This means any load or trip that has a pickup or delivery date in the local timezone of the user
"My Loads" or “My Trips”: Filters the table to show loads relevant to your assignments or responsibilities. It will show under “My Loads” or “My Trips” if you meet any of the following conditions:
InvoicedBy
CreatedBy
CancelledBy
DispatchedBy
DispatchedOnBehalfOf
ReleasedBy
CustomerServiceRep
CustomerSalesAgent
CustomerSalesManager
CustomerLoadPlanner
CustomerAccountManager
CarrierSalesAgent
Pagination
The Load Board is paginated to manage large datasets.
Page Size: At the bottom right of the table, you can set the number of rows displayed per page (e.g., 20, 50, 100, 200, 500 rows).
Navigation Arrows: Use the navigation arrows to move between pages (e.g., to page 2, page 3).
First/Last Page: Click the far right or far left arrows to go directly to the first or last page of results.
Understanding the Summary Bar
At the bottom of the Load Board, a summary bar provides quick, aggregated insights into the data currently displayed in your table.
Total Number of Rows: Shows the total count of loads matching your filters.
Selected Rows: Displays how many loads you currently have selected.
Total Loaded Miles: Sum of loaded miles for all displayed loads.
Total Customer Revenue: Sum of customer revenue for all displayed loads.
Total Carrier Rate: Sum of carrier rates for all displayed loads.
Gross Margin Percentage: Calculated gross margin percentage.
Gross Margin: Total gross margin amount.
Total Trip Value: Overall value of trips displayed.
Average Loaded RPM (Revenue Per Mile): Average revenue per loaded mile.
Average Total RPM: Average revenue per total mile (loaded + empty).
Side Panels
The Side Panel is designed to give you an at-a-glance overview of a load or trip without needing to navigate to the full Load Details Page immediately. Its content changes to display the most relevant information based on the load or trips status (e.g., "Open," "Dispatched," "Delivered"). The panel also provides quick actions and deep links to related profiles and reports.
Accessing the Right Side Panel & General Features
Navigate to the Load Board
Click a Load Row: Perform a single click anywhere on the row of the desired load.
Panel Appearance: A side panel will appear on the right-hand side of your screen, displaying additional information about the selected load or trip.
General Features
Copy to Clipboard Icon: Throughout the side panel, you will see an icon that looks like two little boxes overlaid on top of each other. This allows you to quickly copy the adjacent information (e.g., load number, address) to your clipboard for easy pasting elsewhere.
Deep Links: Many names (Customer, Carrier, Truck, Driver, Trailer) and links (Lane) are hyperlinked. Clicking these will typically open the related profile page or report in a new browser tab.
Side Panel Content
Content in this section varies by Load Status (Open, Covered, Dispatched, In Transit, Quoted, TONU, Delivered, Reserved).
Top-Level Company / Customer / Broker Info:
Name (deep-linked to Company Page)
Address
Email
Phone Number
Load Info Section:
Load Status
Load Number
Order Number
Sales Margin
Sales Difference
Rate
External Board Rate
Office
Fleet (Load Fleet)
Lane (to/from address, deep-linked to Lane Report)
Created (date/timestamp)
Rates Button:
A "Rates" button that opens the Rates Modal
Lane addresses shown underneath Rates
Trip Breakdown Section:
Breakdown of Trips
If split load, clickable to update panel context for stops section.
If not split load, shows original trip lane.
Carrier Section:
Carrier Name (deep-linked to Carrier Profile)
MC Number
Email
Phone Number
Rate
Stops Section:
Status of each stop
Address of the stop
Pick/Drop Location
Timestamp (pick/drop information)
Vehicle Info Section:
Truck (deep-linked to Edit Truck page)
Driver 1 (deep-linked to Driver Profile)
Driver 2 (deep-linked to Driver Profile)
Trailer (deep-linked to Edit Trailer page)
Additional Info Section:
Trip Status
Temperature (if equipment type is Reefer)
Equipment Type
Right Click Actions
Right click any row in the table to access a list of actions that can be taken. Actions available varies by Load Status (Open, Covered, Dispatched, In Transit, Quoted, TONU, Delivered, Reserved).
Issue E-Check
Right click row. Select Issue E-Check.
A side panel will appear allowing you to Manage E-Check directly from the Load Board.
Log Check Call
Right click row. Select Log Check Call.
A modal will appear allowing you to manage Check Calls directly from the Load Board.
Lane Report
Right click row. Select Lane Report.
A new browser tab with open with the Lane Report.
Pre-Assign Trailer
Right click row. Select Pre-Assign Trailer.
A modal will appear allowing you to Assign Trailer directly from the Load Board.
Manage Assets
Right click row. Select Manage Assets.
A modal will appear allowing you to manage Carrier and Asset Assignment directly from the Load Board.
Set Priority
Right click row. Select Set Priority.
Select Caution, Important or Critical.
The row in the table will change color to correspond with the priority selection.
Post Shipment
Right click row. Select Post Shipment.
This posts the load to DAT.
Update Rate
Right click row. Select Update Rate.
A modal will appear allowing you to change the Rate directly from the Load Board.
View Notes
Right click row. Select View Notes.
A side panel will appear allowing you to manage Notes directly from the Load Board.
View Docs
Right click row. Select View Docs.
A side panel will appear allowing you to manage Documents directly from the Load Board.
View Logs
Right click row. Select View Logs.
A side panel will appear allowing you to view Logs directly from the Load Board.
Export
Right click row. Select Export.
Select the file type (CSV or Excel).
The file will export as a download to your browser. Click the file to open.
Delete Load
Right click row. Select Delete Load.
A modal will appear allowing you to Delete Load directly from the Load Board. This action can only be performed by Support Users.
Frequently Asked Questions (FAQ)
Q: Can I view Trip data on the Load Board? A: Yes, the Load Board has tabs that allow you to switch between "Loads" (the Load Board) and "Trips" (the Trips Board). You can switch to the "Trips" tab to view trip-specific data.
Q: What happens if I delete a load from the Load Board? A: You can click a load and select the option to delete it. Please note that load deletion typically requires specific user permissions, and it is often a support function to ensure data integrity.
Q: Does the side panel update in real-time as a load's status changes? A: No, if a load's status changes while its row is selected and the side panel is open, the information displayed in the side panel will not dynamically update to reflect the new status and its associated details. However, it will update after you refresh the page.
Q: Can I edit information directly from the Right Side Panel? A: The Right Side Panel is primarily designed for quick viewing and navigation (via deep links). While some elements may have inline editing capabilities, most major edits typically require you to open the full Load Details Page by double-clicking the row.
Q: How do I save my customized column layout on the Load Board?
A: Your customized column layouts (which columns are visible, their order, and whether they are pinned) are automatically saved to your user profile. The next time you log in or navigate to the Load Board, your preferred view should be retained.
Q: What's the difference between "Page-Wide Search" and filtering a column individually?
A: Page-Wide Search (via the button in the header) searches for your entered term across all displayed columns in the entire visible table. Filtering a column individually (via the hamburger icon in a column header) applies a specific filter method (e.g., "contains," "equals," "begins with") to only that single column. Use page-wide search for a broad lookup, and individual column filters for precise data segmentation.
Q: Why does the information in the right side panel change when I click on different loads?
A: TheRight Side Panel is designed to be contextual. Its content dynamically changes to display the most relevant information and actions based on the selected load's current operational status (e.g., "Open," "Dispatched," "Delivered"). This helps you quickly access the information critical for that load's stage.
Q: How often does the data on the Load Board, including the summary bar, update?
A: The Load Board's data and the summary bar are designed to update frequently, often in near real-time, as loads progress through their lifecycle or as new data comes into the system. For the absolute latest information, a full page refresh (F5 or browser reload) can be performed.
Q. Do custom references show on the Load Board?
A. Yes, the Load view shows Load Custom References and the Trip view shows Stop Custom References.
Q. Are there any special permissions that I should know about?
A. Yes! There are some columns that you must have a certain permission to view.
Trips Board
View Customer Rate or Billing permission or Biller role
Customer Revenue
Customer Freight Charge
Carrier Rate
OOP Rate or Billing permission or Biller role
Trip Value
Dispatch Commissionable Amount
Billing permission or Biller role
Factoring Payments
Factoring Fee
Factoring Escrow
Gross Margin
Carrier Advances
Carrier Detention
Carrier Lumper
Carrier Late Fee Reimbursement
Carrier Other Accessorials
Customer Detention
Customer Lumpers
Customer Late Fees
Customer Other Accessorials
Customer Linehaul
Customer Fuel Surcharge
Loads Board
View Customer Rate or Billing permission or Biller role
Customer Revenue
Customer Freight Charge
Commissionable Amount
Carrier Rate
Carrier All-in Rate
Billing permission or Biller role
Factoring Payments
Factoring Fee
Factoring Escrow
Customer Payments
Gross Margin
Carrier Advances
Carrier Detention
Carrier Lumper
Carrier Late Fee Reimbursement
Carrier Other Accessorials
Customer Detention
Customer Lumpers
Customer Late Fees
Customer Other Accessorials
Customer Linehaul
Customer Fuel Surcharge