Overview
General Info / Email Templates
Name: Uniquely identifies the record.
Global Defaults: Make sure exactly one record has this checked.
Mask Shipper/Consignee on Carrier RFQ: Check if you want to hide shipper/consignee identity from Carriers on the Quotation Request and quote entry form.
Mask Shipper/Consignee on Carrier Tender: Check if you want to hide shipper/consignee identity from Carriers on the Carrier Rate and Load Confirmation document until after a load tender Is accepted.
The Bill of Lading is not sent until a tender is accepted if this field is checked.
No Documents Until Tender Accepted: Check if you do not want the Carrier to receive RFQ or tender documents via email until the tender is accepted.
Enabled Assign Carrier On Tender Option: Check if you want to be able to assign a Carrier on (email) tender and not require an Accept link to be clicked by the Carrier.
Request Tender Decline Reason: Check if you want to require the Carrier to specify a reason for declining a tender.
Itemize Carrier Quote Accessorials: Check if you want Carriers to enter itemized accessorial charges on email RFQ links.
Document Account: Populates certain documents with name and address when TMS user company referenced.
Default Carrier Bill To: Populates the Load’s Carrier Bill To field automatically upon tendering.
Suppress HazMat Column: Suppress HazMat column on all documents if not a HazMat load.
Suppress NMFC Columns: Suppress NMFC columns on all documents is not populated.
Quote Reply To Email: The reply to email for quote emails to customers/Carriers based on the Quote Reply To Email Option. Only one email address is supported.
Quote Reply To Email Option: Determines the reply to email for system quote emails to customers/Carriers (Quote Reply To Email or user’s email)
Tender Reply To Email: The reply to email for tender emails to Carriers based on the Tender Reply To Email Option. Only one email address is supported.
Tender Reply To Email Option: Determines the reply to email for system tender emails to Carriers (Tender Reply To Email or user’s email).
Document Logo: Select a logo that appears on all documents.
Email templates: Select 11 email templates for all email communications with customers and Carriers. The simplest approach is to use the default settings and modify the templates to taste.