Load Assignment Strategies

In the load form, you can set different load assignment strategies. These will apply to how a Carrier Operations User is able to assign a carrier. This setting can be accessed from the capacity strategy section at the bottom of the load form and is defaulted to Buyer Approved.

It can also be accessed from the capacity assignment tab by clicking the icon on the load card.

Buyer Approved

When the assignment strategy is set to buyer approved, the carrier operations users carrying out negotiations will be able to assign a carrier to the load without approval. They will not have any limitations in place and will not be warned if there is another offered price that is lower than what they are assigning.

Low Price

When the assignment strategy is set to low price, the carrier operations users will see a warning when there is a lower carrier price offered. When accepting or assigning a carrier, if there is a carrier offer that is lower in price than the offer being accepted, a warning will show along with the monetary value stating how much of a price difference there is.

Requires Approval

When the assignment strategy is set to requires approval, the carrier operations user will only be able to accept a price from a carrier, but will not be able to directly assign a carrier. The assignment will have to be confirmed by the shipper operations user who created the load. For more information on how to confirm a carrier from capacity assignment, refer to this article.