Performing Searches

Overview

Users can search for tenders or loads in Optimiz that match specific criteria.

Search By

These criteria are available when searching for tenders or loads.

Criteria Description
Search Type Search for a Load or a Tender.
Load ID Enter a specific Load ID to return a single result.
Status Choose none, one, or multiple statuses; different status options display according to which Search Type is selected. See table below for an explanation of each status option.
Load Begin Date Displays loads or tenders which begin on a specific date.
Load End Date Displays loads or tenders which end on a specific date. *Note: Entering both a begin date and an end date doesn't search a date range and will only yield results that exactly match both criteria.
City Displays loads or tenders that begin or end at a particular city.
State Displays loads or tenders that begin or end in a particular state
Zip Code Displays loads or tenders that begin or end in a particular zip code.

Status Options

These criteria are available when searching for tenders or loads.

Status Description
Booked The carrier has accepted the tender.
Cancelled The order was submitted but was cancelled before it could be reviewed or picked up.
Closed All required check calls and paperwork have been submitted for the load.
Delivered The load has had all its required check calls submitted but required paperwork (such as POD confirmation) is missing.
In Transit The first Stop Departure check call has been completed for the load, but there are still more check calls required.

Process

To Search for a Load or Tender:

  1. On the Carrier Portal homepage, click Search.

  1. Select the Search Type (Load or Tender).
  2. Enter a specific Load ID, if needed.
  3. Select one or more Status options. Unclick the InTransit option to see all loads. See table above for details.
  4. Add additional search information criteria, if needed.
  5. Click Search.

The results display on the All Active Loads or Accept My Tenders pages.

Next Steps:

See Complete a Check Call

See View Load Details

See Add a Message to a Load