Fall '24 Carrier Engagement Automation Setup

  • Published on Jan 15, 2025
  • 1 minute(s) read
Prev Next

Overview

Configuration

From TMS Admin → Configuration, the following global settings may be set:

  1. Auto-Tender Frequency (min)

    1. Number of minutes to wait between tendering to Carriers based on Carrier quotes queued for the auto-tender process.

    2. Number of minutes allowing Carriers to submit a reply/respond.

    3. Carrier Quote Tender Status will move to Expired if the Carrier does not respond in this number of minutes. API tenders will be Accepted right away or be moved to On Hold Tender Status if there is an error message from the API.

  2. Auto-Tender Max Pay Amount

    1. The maximum amount that a Carrier Quote can be auto tendered. This amount is checked if the Max Pay Amount on the load is null.

    2. If carrier quote exceeds this amount, the Carrier Quote is placed On Hold and the Tender Hold Reason field is set accordingly.

  3. Auto-Tender Max Pay Amount Currency

    1. The currency of the “Auto-Tender Max Pay Amount.”

  4. Skip Quotes in On Hold Tender Status

    1. If checked, quotes in the queue that are On Hold status are skipped, moving to the next Carrier Quote in the queue.

  5. Auto-Tender Carrier Sales Rep Assignment

    If the load does not have a Carrier Sales Rep assigned, this determines which user to assign as the Carrier Sales Rep on a load when the load is auto-tendered.

    Picklist: Carrier Account Owner, Carrier Service Owner.

The Carrier Service Owner field is a new field in 7.4. Clients must populate this field in order to take advantage of this feature.

Carrier Service

  • The Quote Method on the Carrier Service record must be set to Stored Rate or API.

    1. The auto-tender will be sent to the Tender Contact on the Carrier Service record.

                 

Carrier Rate Entry Setup

  • Create the Carrier Rate Entry from either the Customer or Global Transportation Profile.

    1. The Auto-Tender checkbox must be set to participate in the auto-engagement process. 

    2. The Priority picklist field can be set based upon your carrier-lane preferences.

Customer or Global Transportation Profile

  • From the Customer or Global Transportation Profile, the Carrier Engagement Automation field must include Auto-Tender to be involved in the process.

    1. Carrier Engagement Automation 

      • If set, values will be set within the Load record → Carrier Engagement Automation field upon Load creation

      • Multi-picklist: Auto-Tender, Auto-Post