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How To Manage Autobook Partners

Updated over 2 weeks ago

Shippers can give Network Partners the ability to Autobook to Lowest Bids and have access to view Dynamic Book it Now rates. Additionally, Shippers can configure exclusion rules at a Network Partner level so that you can pick and choose what quote types your Network Partners can autobook.

Instructions on how to manage Autobook Partners will depend on which version of the application you are currently on:

How to Add Autobook Partners

Adding New Network Partner

  1. Click CREATE + and click Network Partner

  2. Under 'Partner Settings', toggle ON the 'Autobook Partner Eligibility'

  3. Exclusions rules: You can add exclusions for certain quote attributes by clicking Add Exclusions

    1. Equipment Types

    2. Loading Types

    3. Drop or Pick Zip Codes

    4. Pick or Drop Location Cods

    5. Assigned Users

  4. Click Create to save

Screenshot 2024-11-19 at 12.29.45 PM.png

Edit Existing Network Partner

  1. Go to 'Network Tab'

  2. Next to the Network Partner you want to edit, click the three dots on the right of the screen

  3. Under 'Partner Settings', toggle ON or OFF the 'Autobook Partner Eligibility'

  4. Exclusions rules: You can add exclusions for certain quote attributes by clicking Add Exclusions

    1. Equipment Types

    2. Loading Types

    3. Drop or Pick Zip Codes

    4. Pick or Drop Location Cods

    5. Assigned Users

  5. Click Save

  6. The Network Partner will now show Default or Limited under 'Autobook Status' to indicate they have autobook access

    1. Default: Network Partner has Autobook capabilities on all quotes without any exclusions

    2. Limited: Network Partner has Autobook capabilities, except for certain conditions listed in exclusions list.

Screenshot 2024-11-19 at 12.40.55 PM.png

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