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Editing, duplicating and deleting a load

Once you have created a load you are not stuck with how it started: as long as it is a draft you can reopen it and change every field, you can duplicate it to start from a copy without re-entering everything, and you can delete it if you no longer need it. This page gathers the three management actions for an existing load — edit, duplicate, delete — all reachable from the «Loads» list.

Forwarder

Before you start

  • A forwarder account with the ADMIN or OPERATOR role on your company.
  • The three actions live in the last column of the table in the Operational & Transport → Loads section. Which actions you see depends on the row status: «Edit» and «Delete» apply only to loads in Draft; «Duplicate» is always available, in any status.

Editing a draft

A load in Draft status is fully editable: you can change stops, goods, dates, price and notes as many times as you want before sending it to dispatching or assigning it.

1. Open the draft for editing

In the «Loads» list click the row of the Draft load you want to change. The same panel you use to create it reopens, already pre-filled with all the data: at the top the title becomes «Edit load LD-XXXXXXXX» with the load code.

2. Change the data and save

Edit the fields you want — stops, goods, offered price, notes. When you are done, click «UPDATE DRAFT» at the bottom left of the panel: unlike a new load (where the button reads «SAVE DRAFT»), here it saves the changes to the existing draft. The code LD-XXXXXXXX stays the same.

Duplicating a load

When you often organise the same kind of transport — the same route, the same client, similar goods — there is no need to re-enter everything: duplicate an existing load and start from a copy.

1. Click the «Duplicate» action

In the list, in the last column of the row, click the «Duplicate» icon (two overlapping sheets).

Unlike «Edit» and «Delete», the «Duplicate» action is available on any load, not only on drafts: you can clone an already-assigned or completed load too.

2. Review and save the new draft

Truckscanner opens the creation panel pre-filled with the data of the source load, but as a new load: it gets a fresh LD-XXXXXXXX code and the dates are cleared, because a repeated transport always has a different date. Update the pickup and delivery dates, tweak whatever changes from the original and click «SAVE DRAFT». A new Draft row appears in the list, independent from the load you duplicated.

Deleting a draft

If a draft is no longer useful — you created it by mistake, the transport fell through — you can delete it.

1. Click the «Delete» action

In the list, in the last column of the draft row, click the «Delete» icon (the trash can) — it is the last of the four icons, highlighted as (2) in the screenshot of the previous step.

2. Confirm in the dialog

The «Delete load» dialog opens: «Are you sure you want to delete load LD-XXXXXXXX? This action cannot be undone.»

Click the red «Delete» button to confirm, or «Cancel» to leave everything as it is. After confirmation the load leaves the operational list and moves to the «Deleted» tab, where it stays viewable but out of the workflow.

What happens next

  • Edit: the updated draft stays in Draft status, with the same code. No notification goes out: while it is a draft, the load is visible only to you and your company colleagues.
  • Duplicate: a new load is born in Draft, separate from the original. Editing or deleting it does not touch the load you cloned it from.
  • Delete: the load moves to the «Deleted» tab. Deleting a draft generates no notifications: no carrier was seeing it, so there is no one to warn.

Impact on other roles

What the other side sees

Carrier

Editing, duplicating or deleting a draft has no effect on the carriers in your network: a draft is not yet visible to any of them. Carriers come into play only when the load leaves the draft status, through dispatching or manual assignment.

Common problems

See also