Creating a New Booking in LoadIQ

Key Steps

Step 1: Access Create Booking

• Locate the green icon labeled Create Booking.

• Click on the icon to navigate to the Create Booking page.

Step 2: Enter Booking Information 

• Enter in the SAP Order ID.

• Select the job type (e.g., Rigid).

• Choose a location (e.g., Bay 1).

• Select a date (e.g., 19th).

• Set the time for the job (e.g., 3 p.m.).

• Select “Recurring” checkbox and then frequency if applicable.

• The job duration will automatically default to preconfigured job lengths based on loading bay and truck type. However, the job duration can be easily adjusted +/- by the individual creating or editing the job.

Note: The booking information required to create an initial booking is minimal; additional order information can either be manually added by Administrators and Schedulers/Coordinators or auto-synced from an SAP file upload.

Step 3: Create the Job 

• Click on Create Job to finalise the booking.

Step 4: Alternative Booking Method via Calendar 

• Go to the calendar view.

• Select the desired time slot start time (e.g., 1 p.m. in Bay 2).

Step 5: Fill in Booking Details from Calendar

 

• Enter in the SAP Order ID.

• Select the job type (e.g., semi-trailer).

• Confirm the location (e.g., Bay 2).

• The job duration will automatically default to preconfigured job lengths based on loading bay and truck type. However, the job duration can be easily adjusted +/- by the individual creating or editing the job.  

Step 6: Finalise the Booking from Calendar

 

• Click on Create Job to complete the booking.

• Verify the new booking appears on the calendar.

Cautionary Notes

• Ensure all required fields are filled out correctly to avoid booking errors.

• Double-check the date and time to prevent scheduling conflicts.

Tips for Efficiency

• Familiarise yourself with the job types and locations to speed up the booking process.

• Use the calendar method for quick access to available time slots.