Automatic Load Entry

In addition to our existing features, we offer a functionality called Automatic Load Entry. It is a feature that enhances the load creation process by allowing users to create loads with AI, using information extracted from PDF documents. This feature is available in two modes: Semi-Automatic and Fully Automatic.

Configuring Automatic Load Entry

To enable Automatic Load Entry, each customer must have the feature configured in their profile. Follow these steps:

1. Go to the Customer Profile section.

2. Open the Automatic Load Entry tab.

3. Click the Add button to configure settings for the customer.

4. Set up the configuration.

5. Click Save to apply the settings and enable automatic processing for the selected customer.

   
   
   
   
   
   

   Fields Explanation

   • Customer: Non-editable field. The changes will apply to the customer that you are configuring settings for.

   • Automatic Load Entry Enabled: Check this box to activate automatic load entry for the selected customer.

   • Keywords: Define keywords that help in processing load entries for this customer. Enter keywords separated by commas (e.g., keyword 1, keyword 2). If multiple keywords are needed, use the following format: keyword A1 && keyword A2, keyword B1 && keyword B2. The system will use these keywords to identify the customer in the Load Tender document and assign the appropriate customer to the load.

   • Default Values for Automatic Load Entry:

     • Click the Add button to specify default values that should be automatically applied to load entries.

   • Additional Information for Robot: This field allows you to provide specific instructions to AI.

     • Example: "Use Load Number for Customer_Load# field" – This tells the system to extract the load number from the PDF and place it in the Customer Load# field.

     • You can enter other instructions relevant to your load entry process.

   • Success Notifications (email): If enabled, an email will be sent when an automatic load entry for a load was successful. 

   • Failure Notifications (email): If enabled, an email will be sent if the load entry process fails for any reason.
     
     
     

Semi-Automatic Load Entry

With Semi-Automatic Load Entry, users can manually initiate the process within the OpenRoad TMS platform. Follow these steps:

1. Navigate to the New Load page.

2. Click on the Start Automatic Load Entry button.
   

3. Upload the PDF file containing the load details.

4. The system will process the file using OpenAI and automatically prefill the load details.

5. Review the prefilled details and make any necessary edits before saving the load.
   
   

Fully Automatic Load Entry

Fully Automatic Load Entry allows users to create loads by simply sending an email with an attached PDF. The system will extract load details and create a new load automatically.

To use this feature:

1. Send an email to the designated email address with the PDF file attached.

2. The system processes the attachment and extracts load details.

3. A new load is created with the extracted information, ready for review and confirmation.
   
   
   

Disclaimer

Automatic Load Entry is an additionally charged feature. If you would like to enable this feature for your account, please contact help@openroadtms.com.