Search for Active Loads

Overview

Users can find loads based on a variety of criteria. Once returned, search results can be sorted and the data grid rearranged, as needed.

For performance reasons, Optimiz returns only the number of results selected in the Results Count dropdown below the Search button. If more than this number of results is needed, a Business Intelligence Report from bi-team@protrans.com should be ordered instead.

Areas of the Search Bar

 

Search By

These Several criteria are available when searching for loads. For more information about the available criteria,

If You Search For Optimiz Returns
Bill To associated with the specified Bill To entity.
Consolidation Hub Loads using the selected consolidation hub.
Contact The primary contact for the SAF.
Create Date The date that the SAF was created.
Customer belonging to the specified customer.
Destination The destination associated with the .
Load End Date All loads with an end date that is between the range of dates you specified. Select the Current Date checkbox to show all loads ending today without specifying a begin and end date.
Load ID The load matching the unique, system-generated ID.
Load Start Date All loads with a start date that is between the range of dates you specified.
Origin The origin associated with the .
Primary Carrier Loads matching the carrier responsible for moving the freight.
Processing Hub Loads using the selected processing hub.
Route Identifier All loads associated with the specified Route Identifier.
Trailer Barcode The load with the selected trailer barcode.

Reference

Users can search by Reference Types in Dock Planning. The Any Reference option can be selected to search all reference fields associated with the load.

A reference value is associated with a load during its creation. Available references are configured in Reference Type Management. (See Add a Reference Type for more information on adding reference types.)

Modes

Users can search by mode in Dock Planning. A mode is associated with a load during its creation. Available modes are configured in Transportation Mode settings.

Status

Users can search by status in Dock Planning.

Status Description
Booked The load was tendered to the carrier, and the carrier has accepted it.
Carrier Review The load has not yet been assigned to a carrier.
Delivered The has had all of its required check calls submitted, but required paperwork (such as POD confirmation) is missing.
In Transit The has had its first Stop Departure check call entered, but there are still more check calls expected.
Open Segments have been assigned to the load, but it has neither shipments nor a carrier.
Ordered Not Used A carrier arrived but was unable to pick up the freight.
Ready to Tender The load has been created and the pickup time and date are more than 24 hours away. Optimiz begins automatically tendering loads at 11am the day before pickup.
Reserved The load was tendered to the carrier, and the carrier has accepted it, but no shipments have yet been added to the load.
Tender Rejected The load was tendered to the carrier, but the carrier rejected it.
Tender Timed Out The load was tendered to the carrier, but the carrier did not respond in the allotted amount of time.
Tendered The load has been tendered to the carrier. Loads will remain in this status until the tender is accepted, rejected, or expired.

Location Status

Location Status filters allow the user to search only for loads in a specified location. Any load with the service type of Consol Pickup will be excluded from the search results, and only loads in Tendered, InTransit, Booked, or Reserved status will return.

Location Status Description
Inbound in Yard The load has arrived at the user's selected dock but it contains shipments that have not yet been unloaded.
Inbound to Dock The load's next stop is the user's selected dock.
On Dock Unloaded The load has arrived at the user's selected dock and all shipments assigned to it have been unloaded.
Outbound in Yard The load has arrived at the user's selected dock and contains shipments destined for a different dock.

Physical Locations

The Physical Locations dropdown menu lets the user filter searches based on specific hubs. One or more hubs may be selected at a time.

When Should I Search?

Many activities in Optimiz require the user to search before taking action on an item. Build and run a search to find loads matching a given set of criteria.

Prerequisites

Before you can search for loads, you must:

  • Log in to Optimiz.

Process

At least one search criterion or filter must be added. To return the most specific results, complete the steps to add all filters.

To Add a Search By Criterion:

  1. Click the Search By dropdown list.
  2. Click the dropdown list to expand the available search criteria and select a search criterion from the list.
  3. Enter or select the value to search by. Select the matching option from the list, if available.
  4. Click Add if necessary. Some search criteria are automatically added as soon as a valid item is selected from the list.
  5. Repeat steps 2-4 to add any other required criteria to the search.

To Add a Reference Type Criterion:

  1. Click the Reference dropdown list.
  2. Select a reference type from the dropdown list.
  3. Enter the value to search by.
  4. Select Contains to return results that match the provided value exactly or select Any to return all results that contain the provided value.
  5. Click Add.
  6. Repeat steps 2-5 to add any other reference criteria to the search.

To Add a Mode Filter:

  1. Click the Modes dropdown list.
  2. Select one or more modes to use as a filter.

To Add a Status Filter:

  1. Click the Status dropdown list.
  2. Select one or more statuses to use as a filter.

 

Select Number of Search Results

To improve speed, Optimiz returns only a limited number of search results. The number of results returned by a search can be selected from Results Count. Be aware that selecting a larger number of results can slow the speed of Optimiz for all users.

Run the Search

Run the search after the criteria and filters have been added.

To Run the Search:

  1. Click Search.

 





Result

Optimiz finds all matching results and displays them in the data grid.