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How to Manage Network Partners in the Shipper TMS
How to Manage Network Partners in the Shipper TMS
Updated over 3 months ago

You can add capacity providers to your Network either individually or in bulk. These Network Partners can be edited or removed at anytime, and each time you create a quote you can automatically send them quote requests


Adding Network Partners

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To add an individual Network Partner, start by clicking the Network button on the left hand side of the screen.

  1. Click the CREATE + > Network Partner in the top left corner of the screen. You can also click Create Network Partner on the right side of the screen

  2. Fill out Partner Details

    1. Partner Code (optional): Your Network Partner’s SCAC

    2. Tags (optional): Allows you to filter when managing your Network Partners. Click the Tags drop down menu to select one or more pre-existing tags to add to the Network Partner. You can also click Create Tag to make a new Tag for your Network Partner when adding them. To do so, enter the name of the tag in the Tag field, click CREATE, and then select that tag and click CONFIRM to assign it to the Network Partner.

    3. *New* Autobook Partner Eligibility - If the Autobook feature is enabled, toggling On will allow a Network Partner eligibility to Autobook to Lowest Bid and have access to Dynamic Book it Now rates

      1. Screenshot 2024-11-08 at 10.59.38 AM.png
      2. You can add autobook exclusions for a Network Partner by clicking Add Exclusion and selecting from one of the exclusion fields

      3. Note: If you do not see the new view, you may be on an older version. See Add Auto Book Partners instead

  3. Click CREATE

    1. Note: An email will be sent to the Network Provider letting them know that you have added them into your Network.

  4. To view the registration status of your new Network Partner, go back to the Network tab and refer to the 'Partner Status' column. They will remain in the 'Awaiting Confirmation' status until either a Quote request is sent to them or they verify their company information.

Bulk Upload Network Partners

Shippers can also create Network Partners in bulk by using the Bulk Upload tool.

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  1. Click Create + > Bulk Upload > Network Partners

  2. Click DOWNLOAD TEMPLATE

  3. Open the spreadsheet in Excel and fill out the required fields

    1. Note: Users cannot configure Autobook Partner settings via Bulk Upload tool. You will need to edit the Network Partner after bulk upload has been completed

  4. Once your template file has been updated, save the file

  5. Go back to Emerge and click ADD DOCUMENTS and then click Upload file to select your file

  6. Click Confirm Mapping to ensure that the columns and information line up correctly.

  7. Click Review to validate the information in your template.

    1. If there is information missing in one of the required fields, it will highlight red. You can fill this information out on this screen. Once you fill in the field with the error, click Continue and your upload will be complete.

  8. Click Submit

Editing/Deleting Network Parters

Shippers can edit or delete Network Partners at any time after creation

  1. Click the three dots on the right side of the screen to edit any of your Network Partners.

  2. You can either Edit or Delete the Network Partner you have selected.

Note: To change the Name, Contact Email Address, or Contact Phone Number of the Network partner, you will need to delete them and then re-add them with the correct contact information.

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