Back to CoreFREQUENTLY ASKED QUESTIONS
Answers for everyday Core work
These answers describe the current Cardinal Core workflow and its operational boundaries.
What is a load in Core?
A load is the order-based movement being dispatched. It keeps its own customer and order references even when several loads travel together in a trip assignment. A load can have multiple ordered stops.
Can I create a load without a customer reference?
Yes. Core assigns a unique internal reference when one is not supplied. Add the customer’s order or BOL numbers whenever they are available so documents and billing remain traceable.
Does uploading a rate confirmation create the load automatically?
No. Core proposes values in the load form for review. A user must correct or complete the fields and choose Save.
When does a load become dispatched?
The office assigns an eligible driver and truck and performs the dispatch action. The driver then sees the assignment and records pickup and delivery progress.
Are pickup and delivery photos always required?
No. Documents and photos are optional unless the workspace administrator requires evidence for the relevant step. Required items are shown to the driver before completion.
Will a BOL show the customer rate?
No. Internally generated BOLs do not display the customer rate. Rate confirmations and manifests remain separate office documents. Drivers see only their applicable pay information.
Can I edit an invoiced load?
Use the controlled billing-correction or rewind workflow. Core keeps the invoice history. If an invoice was already transferred externally, reconciliation may require a new correction record rather than silently replacing it.
Does Core send money to drivers or collect freight payments?
No. Core records invoices, payment status, settlements and approvals. It does not execute bank transfers or act as a freight-payment processor.
How are QuickBooks transfers protected from duplicates?
Core keeps a transfer ledger, customer mappings, invoice references and reconciliation states. Prepare and review an entry before pushing it, and do not retry an ambiguous transfer until it is checked in QuickBooks.
Is my company’s information separate from other customers?
Core scopes operational records and permissions to a company workspace. Team members must have an active membership and role. Subscription onboarding is not considered complete until cross-company isolation has passed acceptance testing.
Where do I get more help?
Start with the help guides and workflow instructions. If the answer is not covered, email ops@cardinalecosystem.com with the screen name and load or invoice reference. Never send passwords or access keys.