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title: "Loading Device Management"
canonical: "https://elogate.refined.site/space/BM/27787271/Loading%20Device%20Management"
format: markdown
---
If the load carrier management function is activated, the menu item   corresponds to the transport orders you created. Load carrier - Main page The menu item   provides you with a quick overview of all current load carrier situations. You can quickly toggle the individual views by clicking the provided “Partner” or “Location account” fields located at the top of the screen. In the detailed view you can view the detailed information at the bottom of the screen. In the detailed view you can toggle between the balances per exchange partner and load carrier type and the balances per location account and load carrier type by clicking the respective register. If you want to export the balance list in an Excel file, click the button   in the “Export” field and follow the instructions. If you require detailed information about the individual balances, either click the respective quantity or the respective amount. You will be forwarded to the balance report. Load carrier transactions All transactions that have been carried out are displayed in the menu item  . Here you can use the input fields to filter results based on the desired information. In addition, using the selection field  , you can limit the booking list to “Incoming”, “Outgoing”, “Sale”; “Purchase” and “Inventory” or to switch to the respective booking list by clicking the desired button - “All transactions”, “Incoming”, “Outgoing”, “Sale”; “Purchase” and “Inventory”.   All completed load carrier transactions are highlighted in blue and can no longer be edited or deleted (see Edit transaction or Delete transaction), because the loading/unloading process in the   was already ended in the main menu item  . Any subsequent correction can only be made by adding a new transaction. Add a new transaction If you want to add a new transaction, click  . Select the desired transaction type by clicking the respective button. Tip Use the buttons on the left side of the screen to create new transactions faster. Use the drop-down menu to select the sender account and the recipient account. Then select the desired load carrier and enter a quantity. Then chose between “Exchange” or “One-way”. A description can be entered optionally. Finally, click   to confirm your entry, or click   to return to the previous screen. Only the accounts and load carriers that were previously created in the  Load carrier accounts  bzw.  Load carrier management . Edit transaction If you want to edit a transaction, click  . Load carrier transactions that are automatically generated by a transport order cannot be edited. To edit these bookings, the transport order must be changed correspondingly. The changes made to the transport order will then be automatically applied to the load carrier transaction. Load carrier transactions that have already been balanced also cannot be changed. Changes can only be made by manually entering a counter entry. Delete transaction If you want to delete a transaction, click  . Load carrier transactions that are automatically generated by a transport order cannot be deleted. To delete these bookings, the transport order must be changed correspondingly. The changes made to the transport order will then be automatically applied to the load carrier transaction.  Load carrier transactions that have already been balanced also cannot be deleted. Changes can only be made by manually entering a counter entry. Generate Load carrier exchange sheet If you want to generate a load carrier exchange sheet, click “Load carrier exchange sheet” in the drop-down menu next to “Download”. Follow the instructions of your operating system to further process the load carrier exchange sheet. Print Load carrier exchange sheet If you want to print a load carrier exchange sheet, click “Load carrier exchange sheet” in the drop-down menu next to “Print”. Follow the instructions of your operating system to further process the load carrier exchange sheet. This function is only possible if the printer settings were first set by “SATIAMO”. Import load carrier exchange sheet If you want to import load carrier exchange sheets in ELOGATE, you can scan the load carrier exchange sheet and e-mail it to  easydoc@satiamo.com . ELOGATE automatically reads the document and assigns the load carrier exchange sheet to the respective transaction. Alternatively, you can assign the load carrier exchange sheet via drag and drop to the respective transaction. The imported load carrier exchange sheet will be displayed in the “Document view”   next to the respective shipment.   This function is only possible with documents that were previously generated in ELOGATE, as an individual QR code is created for the generated load carrier exchange sheet. Generate CMR If you want to generate a CMR for a transaction, click “Generate CMR” in the drop-down menu next to “Download”. Follow the instructions of your operating system to further process the CMR document. Print CMR If you want to print a CMR, click “CMR” in the drop-down menu next to “Print”. Follow the instructions of your operating system to further process the load carrier exchange sheet. This function is only possible if the printer settings were first set by “SATIAMO”. Load carrier accounts All load carrier accounts that have been created are displayed in the menu item  . Here you can use the input fields to filter results based on the desired information. Furthermore, you can also use the buttons “All partners”, “Logistics service providers”, “Customers”, “Load carrier suppliers”, “Shrinkage” and “Locations” to limit the account list or to toggle between the individual account lists. Create new load carrier account If you want to create a new load carrier account, select the type of account in the drop-down menu and then select among “Create new logistics service provider account”, “Create new shrinkage account”, “Create new customer account”, “Create new location account” or “Create new load carrier provider account”. First select the desired load carrier exchange partner or, in the case of a shrinkage account, enter the name. You can enter a description of the account in the “Description” field. Creation of accounts It is possible to define whether the accounts should be created automatically or not. See also FAQ The load carrier exchange partner (load carrier supplier or customer) must have been previously created in the system under E-Advance Shipping Notice > Companies > Customers/Suppliers: How do you create a load carrier supplier or customer in load carrier management? In the drop-down menu  you can select the period in which the exchange partner receives automatically generated information about the load carrier status. The current load carrier status must be entered in the “Initial load carrier in stock” fields. The selection in “Send balance report” is only active if an e-mail address has been entered. You can enter an e-mail address under “Edit load carrier account”. Finally, click   to confirm your entry, or click   to return to the previous screen. Edit load carrier account If you want to edit the load carrier account, click “Edit load carrier account” in the drop-down menu. It is possible to change the description and the periodic transmission of the balance sheet report. If there is no saved e-mail address, first enter the e-mail address and click “Save”. Then click again “Edit load carrier account” in the drop-down menu. Now you can select the periodic transmission of the balance sheet report. Archive load carrier account If you no longer want to use the load carrier account and want to archive it, click “Archive load carrier account” in the drop-down menu. Load carrier types Add load carrier type If you want to add a load carrier type, click  . Enter the desired name of the load carrier type. If it is a default load carrier, activate  . If this checkbox is activated, the default load carrier is preselected in all transport orders. Now enter a description and the weight per load carrier. Finally enter the price per load carrier or the exchange fee.  The exchange fee will be identified in the transport order. Finally, click   to confirm your entry, or click   to return to the previous screen. Edit load carrier type If you want to edit the load carrier type, click   in the drop-down menu. Make the desired changes and then click   to confirm your entry, or click   to return to the previous screen. If you change the prices, these will be stored and displayed in the diagram below. Archive the load carrier type If you want to archive a load carrier type, click   in the drop-down menu. Finally, click   to confirm your entry, or click   to return to the previous screen. Load carrier types that are marked as a default load carrier cannot be archived. Deactivate the checkbox before archiving the load carrier type. Reports It is possible to generate load carrier balance reports. The menu item   displays information about partners, partner type, initial stock for the period, outgoing, incoming, difference, sales, purchases as well as the final stock for the period. You can filter results for the desired information using the input fields at the top. Click the “Quantity” button to create the report according to the quantity of the load carrier, or click “Balances in EUR” to generate a report according to the currency or according to the costs and to toggle between the two reports. Enter the desired time period for the report in both date fields and click the “Generate report” button to confirm the selection. If you want to create a report for all exchange partners, click “Export” in the same display area to the right of the screen and follow the instructions of your operating system to further process the report. If you want to create a report for a specific exchange partner, select the desired exchange partner and click  . Detailed information as well as transaction lists, load carriers, load carrier accounts as well as one-way load carriers are displayed on the right side of the screen. Click the “Export” button and following the instructions of your operating system to further process the report.