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Load Templates

How to Build and Use Load Templates

Updated over 3 weeks ago

AscendTMS gives you the option of creating and using templates for loads. This feature is especially useful if you have loads that your company frequently dispatches. You can access your load templates by clicking on either the "Load Templates" option or the "Build a Load" option on the Load Menu.


Create a Template

Begin by locating either the Build a Load or Load Template menu options within the Loads menu.

Click on the β€œCreate a New Template” button and then choose a Branch if applicable.

Enter a name of the template in the "Template Name" field.

From here, follow the same instructions from the β€œNew Load Wizard” to build your template. If you're not sure how to use the "New Load Wizard", simply visit our How to Build Load help guide for a quick walk-through.

Please note that Load Templates are all about saving you time when building loads that you run frequently, so enter as much, or as little, information on the template you'll need to use as a load in the future.

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