Spreadsheets offer a more organized, automated way to manage your loads. Rather than doing everything manually, this tool organizes your loads in a table format with extra features designed to save you time and make your work more efficient.
1. Creating a New Spread Sheet
To get started, navigate to the Dispatch module and create a new Spreadsheet. This tool pulls information from your existing loads, organizing it in a customizable table format with fields like load number, load status, ship date, and receiver information.
2. Customizing Spread Sheet Fields
Once you’ve created the Spread Sheet, you can customize the columns by selecting fields that are relevant to your needs:
- Example Fields: Load number, shipper, delivery date, notes, etc.
- These fields will automatically pull in data from your existing loads for easy viewing.
- You can rename the spreadsheet for ease of use
3. Filtering and Sorting Data
You can filter the data based on various conditions. For example:
- Sort by date ranges, keywords, or specific load details.
- Filter by shipper, delivery date, or other load attributes.
4. Viewing and Sharing Spread Sheets
You can view your spreadsheet in two different formats: a traditional tab or a simplified list.
- Tab View: A spreadsheet-like interface, with tabs at the bottom.
- List View: A simplified list of loads.
- You can also share the Spread Sheet with your team by providing full, editor, or viewer access.
- That user will now be able to see your spreadsheet in their Dashboard tabs
5. Editing and Customizing Rows
You can directly edit any row in the Spreadsheet:
- Strike-through completed loads.
- Color-code specific rows for emphasis.
- Export the Spread Sheet to a CSV file for external use.
6. Expanding Load Details
Each row in the Spread Sheet corresponds to a load. You can expand individual rows to view detailed load information, such as PODs, driver assignments, or other attached files.
In short, Truckpedia’s spreadsheets help you manage your loads more easily by automating data organization, allowing you to customize views, filter information, and collaborate seamlessly with your team.