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3.2 Starting a New Load
After logging in, the browser will jump to the [Tasks] page. You can choose appropriate task type according to your demand (For more details, please refer to [Task Types] below) and click in.
And then the browser will jump to the page of [Basic Information]. You can set the task name and task description in this page( you can fill in the order number, date, destination, etc. for later checking).
Let's start to design the loading plan:
Step 1: Add cargoes to the task, click the [cargo] in the left to switch to the cargo page.
When there are only few of cargo types, you can add them one by one through [Add Cargo>Directly Add];
When there are lots of cargo types, you can add them in batches by [Add Cargo>Import From Excel]. The specific steps are as follows:
Firstly, click [Add Cargo>Get Excel Template] to download the Excel template and save it to a certain location in your computer.
Secondly, fill in the template with the cargo information. Copy the name, quantity, length, width, height, and weight (gross weight of a single box) of the goods into the template, which are required items. Pay attention to the matching of the units. And then define other corresponding parameters according to the loading requirements. The specific details of each parameter can be found in this guidance documentation.
Thirdly, save and close the template when finishing. Return the [Cargo] page, click [Add Cargo>Import From Excel], choose the template in the dialog box, and open it. Then the cargo information will be imported to the task.
Step 2: Add containers to the task, click the [Container] on the left to switch to the container page.
For the information of frequently used containers has been stored in the database, you can select the containers you want by [Import from Database]; If there is not the required container in the database, you can add the container directly by [Add Container] and then edit the container attributes.
And then you should set the container attributes, such as the size of corner casting and reserved size (Please refer to the following chapters for more details).
Step 3: Set the loading rules, click [Loading Rules] on the left to switch to the loading rules page.
Details of this page can be found in the following chapters. If there is no special loading demands, you needn't change the default rules in this page.
Finally, click [Optimize] above or click [Loading Plan] on the left to calculate. When the calculation is completed, you can see the solution in the container list on the left. You can click on the container name to view the 3D load diagram.
After the audit of loading plans, click the [Share Task], you can view the loading steps on your mobile phone to guide on-site loading, or share the loading plan with colleagues or customers; click [Generate Loading Report] to make packing list and customs declaration. For detailed steps, please refer to the relevant introduction in this document.