How to Upload PODs, BOLs, and Receipts in CarrierOS AI
Documents should stay tied to the load so dispatch, billing, and reports can trust the same record. Follow the steps below to upload pods bols and receipts in CarrierOS AI, then confirm the saved result before the office relies on it.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Upload pods bols and receipts in CarrierOS AI: quick answer
Open the load or Document Library, upload the file, choose the document type, attach it to the right load, and confirm it appears in the load documents.
Before you start
- Have the file ready as PDF, image, or supported upload type.
- Know the load number or customer.
- Know whether the file is a POD, BOL, receipt, rate confirmation, or other document.
Step-by-step instructions
- Open the load detail page or Document Library.
- Choose upload or add document.
- Select the file from your computer.
- Choose the document type.
- Attach it to the correct load.
- Save and confirm the document appears in the load record.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Document type: POD, BOL, rate confirmation, receipt, invoice, or other.
- Load number: The load record that should own the file.
- File name: The uploaded file name.
- Status: Whether the file is ready, needs review, or is linked.
What happens next
After upload, review invoice readiness if the load is delivered.
Common problems and fixes
- If the file is attached to the wrong load, correct it before billing.
- If the file is unreadable, ask for a better copy.
- If the upload fails, check file size and format.
Tips for carrier offices
- Use clear file names when possible.
- Upload PODs as soon as they arrive.
- Do not wait until month end to attach receipts.
