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
Click CREATE + and click Network Partner
Under 'Partner Settings', toggle ON the 'Autobook Partner Eligibility'
Exclusions rules: You can add exclusions for certain quote attributes by clicking Add Exclusions
Equipment Types
Loading Types
Drop or Pick Zip Codes
Pick or Drop Location Cods
Assigned Users
Click Create to save
Edit Existing Network Partner
Go to 'Network Tab'
Next to the Network Partner you want to edit, click the three dots on the right of the screen
Under 'Partner Settings', toggle ON or OFF the 'Autobook Partner Eligibility'
Exclusions rules: You can add exclusions for certain quote attributes by clicking Add Exclusions
Equipment Types
Loading Types
Drop or Pick Zip Codes
Pick or Drop Location Cods
Assigned Users
Click Save
The Network Partner will now show Default or Limited under 'Autobook Status' to indicate they have autobook access
Default: Network Partner has Autobook capabilities on all quotes without any exclusions
Limited: Network Partner has Autobook capabilities, except for certain conditions listed in exclusions list.
How to Add/Remove Autobook Partners (Old)
**Instructions on how to manage Autobook Partners if users are on an older version of the Shipper TMS platform**
Log into the Emerge Shipper TMS portal
Click on Settings via the gear icon (⚙) on the bottom left of the page
Click on Quote Preferences
Add Your Auto Book Partners
To add a Network Partner as an Auto Book Partner
From the Network Partners section, check the box next to a Network Partner
Once the box is checked, click ADD TO AUTO BOOK PARTNERS. This will move the Network Partner from the Network Partner list to the Auto Book Partners list.
Click SAVE in the bottom right of the page.
Remove Network Partners from Auto Book
To remove a Network Partner from the Auto Book Partners list:
Check the box next to the Auto Book Partner
Click REMOVE FROM AUTO BOOK PARTNERS.
Click SAVE when finished.