This article will explain the basics of creating a Lane Template within the Dynamic RFP Portal. These templates are used to define lanes within your event as well as data you would like to collect from your event participants upon bid submission. Making these templates as clear and easy to fill out as possible for your participants will help them provide the most accurate pricing for any RFP Event.
If you have any questions about this or any other part of the Shipper Dynamic RFP Portal, please reach out to your Solutions Engineer or Sales Representative directly.
How to Create a Lane Template
Click TEMPLATES on the left hand side of the Shipper Dynamic RFP portal.
You will automatically be brought to the Lane Templates section, where you can click CREATE TEMPLATE in the upper right hand corner to begin a new Lane Template. This is also where you will be able to see and edit any existing templates.
A pop up window will appear where you will enter the Template Name and select the mode you want to create a template for, including FTL (Full Truckload), Drayage, and Intermodal. Click here to learn how to create an Intermodal Event. Click CREATE once you have named the event and chosen the mode.
There are a number of fields to choose from when designing your RFP Template. The fields which automatically show are the defaults and cannot be removed, however the display order of these can be adjusted. Other suggested fields on the right can be dragged and dropped into the list as well as the option to create your own field by clicking CREATE CUSTOM FIELD.
When Creating a New field, you will be required to enter the Field Name, select the Data Type from the drop down menu (Text, Number, Currency, Pick List, or Percent) and then have the option to enter a brief description of what this data is. Select Require Field if you want it to be mandatory, Must Be Unique for fields such as lane identifiers that cannot be repeated, and Hide From Network Partners if you want the data to be hidden from all event participants. When selecting Hide from Network Partners, this will create a column in your lane template that only you as the shipper have visibility to (ex: target rate or incumbent carrier, etc.). Click CREATE FIELD when finished.
You can edit your Custom Field by clicking the Pencil icon, or delete it by clicking the Trash icon. Click NEXT once you have all the fields you would like to include in the template.
The next step is to Create the Response Fields that you want carriers to fill out. The two default fields are the Rate and Volume. To select the Rate Type, click the Pencil icon and select rate type. You can also add fields, such as the suggested Minimum Rate and Transit Time, or you can make your own by clicking CREATE CUSTOM FIELD.
When selecting the Rate Type, click the drop down menu and choose from one of the options.
Click SAVE CHANGES once your selection has been made.
Click CREATE CUSTOM FIELD to make your own response field for carriers to fill out when responding to your RFP Event.
When Creating a New field, you will be required to enter the Field Name, select the Data Type from the drop down menu (Text, Number, Currency, Pick List, or Percent) and then have the option to enter a brief description of what this data is. Select Require Field if you want it to be mandatory and select Must Be Unique for fields that cannot be repeated. Click CREATE FIELD when finished.
Click NEXT once you have chosen all of your Response Fields.
The next page allows you to choose how you want to calculate your per load cost which will be used in scenario analysis and awarding. This per load cost will then be multiplied by your estimated volume per lane across your entire contract duration. This is how your contract spend will be calculated. The Default FTL Cost Formula will be set based on your selected rate type. If RPM is selected, this default will be [(RPM) * (Length of Haul)]. If flat rate is selected, this default will be [Flat Rate].
When you click Custom FTL Cost Formula, you can BROWSE FUNCTIONS and start creating a cost formula based off of the fields shown in the Lane Data Cheatsheet.
The three options in the BROWSE FUNCTIONS drop down menu are Min (minimum), Max (maximum), and If. Use these in combination with the Lane Data Fields to create your Custom FTL Cost Formula.
An example of this would be if you want to use minimum cost if length of haul is less than 300 miles or else use (length of haul * rate per mile). Ex: If([Length Of Haul] < 300, [Minimum Rate], [Length Of Haul] * [RPM])
Once your formula has been entered, click SAVE TEMPLATE.
You can now view your template in the Lane Templates section, where you can click EDIT to make adjustments, or DOWNLOAD to fill out the template for an RFP Event.
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