Shipper and Carrier Contracts

To create a Shipper or Carrier Contract, go to Data Management → Quotes/Contracts → Shipper Contracts or Carrier Contracts. To add a legal clause, refer to this article. The Quotes and Contracts feature requires a subscription to utilize.

Shipper Contracts

Shipper contracts will show in the Shipper Contracts tab.

To add a new shipper contract, click . The Add Contract modal will open. Required fields are marked with .

To add a lane to the contract, click the icon. There are two lane types available. The default option is Point to Point.

The other lane type available is Zone. Select up to 5 origin zones of the same type and up to 5 destination zones to create lanes that cover the different origin and destination combinations.

Different shipper pricing methods are also available. For variable rate, if using the Point to Point lane type, those miles will be used to calculate the total from the unit rate. If using the Zone lane type, only the unit rate will be captured and the mileage from the load will be used when the contract is applied. A lane minimum can also be set in this case which will be used instead of the calculated amount if the lane minimum exceeds the calculated price and it will be applied to the load as a flat rate.

There are also Quantity and Weight variable rate types. For Quantity, enter in the rate, quantity, and label and the price will be calculated as rate times quantity.

For Weight, there are two options: Unit and Tiered. For Unit, enter in the rate, weight, and label and the price will be calculated as rate times weight.

Tiered pricing will match different unit rates to different weights, depending on the weight entered in for the load. If the weight for the load is not within the range, or is not entered, then the contract will not show as an option for the load. The unit label also needs to match the weight label in the load in order to show as an option.

Click Add Tier to add a new tier.

Adding additional tiers will automatically set the minimum weight to the maximum weight of the previous tier plus one.

For flat rate, the price will be captured and when it is applied to a load, the fuel surcharge will be calculated and added to the total.

For all in, the total price will be entered and when it is applied to a load, that value will be used for the shipper price.

Accessorials can also be added to the contract. To add an accessorial, click the next to Accessorials.

These accessorials will be added to the load as shipper accessorials when the contact is applied to the load.

Point to Point shipper contract lanes can also be attached to a carrier contract. When this contract is applied to a load, the carrier contract will also be applied to the carrier assignment.

To create the shipper contract, click the Save button. Click the to view the lanes for the contract.

There are also options to export or import a csv of the lane information. The exported contract will be sent to your email. To import a csv, click the Import CSV button and select the file.

Click Confirm CSV to continue.

If there are no validation errors, click Refresh Contract Data to refresh the page and view the imported lanes.

Up to 200 lanes can be added to a contract.

To edit a contract, click the icon.

The lanes will display in a collapsed card form. To view additional information, click the icon for a lane.

There are also lane filters available.

To edit the lane, click the icon for that lane.

Click the Save button to save the changes. To delete the lane, click the icon.

To add a new lane, click the icon, enter in the information and click the Save button within that lane to save it individually. Only one lane can be added at a time when editing a contract.

To update the information for the contract itself, update the information at the top and click the Save button within that section. This save button will not save any lane updates.

If a load is created with the same shipper and lane, then the pricing can be applied to the load. Click the icon in the Load Price section. The available pricing contracts will show.

Click the to apply the contract to the load price.

If there is a carrier contract linked to the shipper contract, the carrier assignment section will automatically open with carrier information pre-filled. No fuel surcharge will be added to the carrier price.

The carrier contract icon will turn green to indicate that a carrier contract has been applied. To view the applied carrier contract, click the icon.

Click the icon on another contract to switch to the other contract. To remove the link to the carrier contract, click the icon. The carrier contract icon will change to gray .

Shipper contracts can also be automatically applied to the load through the load form or for EDI loads. Refer to this article for more information.

Carrier Contracts

Carrier contracts will show in the Carrier Contracts tab.

To add a new carrier contract, click . The Add Contract modal will open. Required fields are marked with .

To add a lane to the contract, click the icon.

The Auto-send Rate Confirmation Email field and the Rate Confirmation Recipient field are used for sending a Rate Confirmation when EDI loads are auto rated and have a carrier contract attached to the auto rated shipper contract.There are additional options to include a CC email as well as including the cargo value and products in the generated and sent rate confirmation.

Accessorials can also be added to the contract. To add an accessorial, click the next to Accessorials.

Click Save to create the carrier contract. Click the to view the lanes for the contract.

There are also options to export or import a csv for the lanes. The exported contract will be sent to your email. To import a csv, click the Import CSV button and select the file.

Click Confirm CSV to continue.

If there are no validation errors, click Refresh Contract Data to refresh the page and view the imported lanes.

Up to 200 lanes can be added to a contract.

To edit a contract, click the icon.

The lanes will display in a collapsed card form. To view additional information, click the icon for a lane.

There are also lane filters available.

To edit the lane, click the icon for that lane.

Click the Save button to save the changes. To delete the lane, click the icon.

To add a new lane, click the icon, enter in the information and click the Save button within that lane to save it individually. Only one lane can be added at a time when editing a contract.

To update the information for the contract itself, update the information at the top and click the Save button within that section. This save button will not save any lane updates.

If a load is created with the same lane, then the carrier contract can be applied to the load. Click the icon in the Load Price or the Carrier Assignment section. The available carrier contract lanes will show.

Click the icon to apply the carrier contract.