Multi-Leg Conversion Process

To convert an existing load to multi-leg, go to Operations → Load Management → Loads → Capacity Assignment.

If the load that needs to be converted is already Active, use the Reassign Carrier function. Open Reassign Carrier, select a reason and click the Cancel Carrier button.

A window will open where you can confirm the cancellation.

Click the Save button and then click Okay on the next screen.

This will put the load back out to the Capacity Assignment tab.

The load must be a multi-stop load in order to convert correctly to a multi-leg load. If only two stops are actually involved (e.g., warehouse fees), then one of the stops should be repeated to accommodate. 

All stops on the load must be added prior to converting the load so that all secondary loads can be created properly.

Select Multi-Leg from the Leg Type option at the top of the page.

The Primary Load will immediately move to the Active Loads tab. The Primary Load is the load that represents the transaction between the broker and the customer. The carrier on this load will be listed as the broker. A multi-leg load will have only ONE Primary Load.

Each leg of the load creates a separate Secondary Load. The secondary loads represent the transactions between the broker and the carrier. The customer on secondary loads will be listed as the broker.

Each secondary load operates independently. You would assign a carrier, set appointments, track events, etc. to each load separately. As each Secondary Load is assigned a carrier, it will move over to Active Loads and will be listed underneath the Primary Load. It is not necessary to assign carriers to all Secondary Loads at the same time. To view the secondary loads nested under the primary load, click the icon.

As the load is marked as Delivered, each Secondary Load will show on the Delivered Loads page in the Carrier Settlement section. Each Secondary Load will need to be approved and settled as a unique load.

The Primary Load will show on the Delivered Loads page in the Customer/Shipper Invoicing section. Only one invoice is issued per multi-leg load and would be issued from the Primary Load.