New Transportation Tender
- Megan Stanage (Unlicensed)
- Megan Stanage
When you click New on the Transportation Tender Queue, a menu displays several options.
These options vary depending on your Workflow configurations and Roles.
Select an option to create a transportation tender.
New Transportation Tender
The New Transportation Tender page allows you to create transactions.
This allows you to build out LTL loads and then tender the loads out to carriers for bid, pickup, and delivery to the destination.
Enter the information needed by carriers to service loads and click Create Transaction.
Important
You must have the Edit Transportation Tender permission to access this page. See Roles for more information.
General Tab
| FIELD | DESCRIPTION |
|---|---|
| Business Transaction | |
| Transaction Type | This field automatically populates with a tender based on your selection above. |
| Reference Number | Enter the tender reference number, if not system generated. |
| External Code | Enter an external code, if applicable. |
| Requested Pickup Date Time | Select the requested pickup date and time for the tender. |
| Requested Delivery Date Time | Select the requested delivery date and time for the tender. |
| Carrier | |
| Carrier | Select a carrier from the drop-down list. This list is populated with non-rating-enabled carriers you have access to. |
| Carrier Service | Select a service from the drop-down list. |
| Carrier Booking Number | Enter the carrier booking number, if applicable. |
| Details | |
| Requested Rate | Select the requested rate for the tender. |
| Currency Code | Select the currency code for the tender. |
| Pallet Count | Select the number of pallets on the tender. |
| Weight | Select the tender weight. |
| Weight UOM | Select the weight unit of measure for the tender. |
| Distance | Select the distance for the tender. |
| Distance UOM | Select the distance unit of measure for the tender. |
Addresses Tab
| FIELD | DESCRIPTION |
|---|---|
| Origin Address | Enter the origin address. |
| Destination Address | Enter the delivery address. |
| Delivery Instructions | Enter any delivery instructions. |
Bid Tab
This tab allows you to configure bid information for the tender.
You can then view the generated bids from the Bids tab on the Transportation Tender Summary page.
Each carrier can enter the tender to update their bid amount. You can then accept the carrier that you decide is best for the situation. That carrier is assigned to the tender and your normal tender workflow resumes.
See Tender Bidding Overview for more information.
Note
This tab only displays if:
- the selected transaction type for your new tender has bids enabled
- the starting status code is less than the default status code used for new tenders
| FIELD | DESCRIPTION |
|---|---|
| Carrier Group | Select the carrier group to use for the tender. See Carrier Groups for more information on configuring these options. |
| Bid Type | Select the bid type:
|
| Bid Offer Unit | Select the unit type for the bid: Day, Hour, Minute. This is auto-selected using your Transaction Types settings but you can override those settings if needed for this specific transaction. |
| Bid Offer Duration | Set the offer duration for the bid. This is auto-selected using your Transaction Types settings but you can override those settings if needed for this specific transaction. |
Transport Tab
| FIELD | DESCRIPTION |
|---|---|
| Equipment Code | Enter the equipment code for the tender, if applicable. |
| Stop Count | Enter the stop count for the tender. |
| Load | Enter the load number for the tender. |
| Border Crossing Date Time | Enter the border crossing date and time, if applicable. |
| Border Crossing Location | Enter the border crossing location, if applicable. |
| Movement Reference Number (MRN) | Enter the movement reference number, if applicable. The MRN is a customs identification number created each time a declaration is submitted for importing or exporting goods. |
| Origin Location | Select the origin location, or warehouse, for the shipment. See Origin Locations for information on configuring these sites. |
Documents Tab
Add, delete, or download documents.
Note
This tab is only visible if the business transaction type has at least one document-type configuration set up.
Attributes Tab
This tab changes depending on the configured tender attributes/hierarchies.
