Companies now have the ability to customize their Rate Confirmation documents for use with shipments generated via the Shipwell platform.
Customization made to a Rate Confirmation document is at the company level and will be used with ALL shipments that are generated under that company.
To view and customize Rate Confirmation documents, go to Manage -> Templates
Each company will have a system generated Rate Confirmation in Active status. It is required to have 1 active Rate Confirmation at all times. If a customized Rate Confirmation is not created, the system generated Rate Confirmation will be used with shipments.
The Active Rate Confirmation is always listed first and you can sort by Rate Confirmation status.
Clicking on the 3 dots to the right of the document will display a menu allowing you to execute various actions.
The menu options for an Active Rate Confirmation are limited. The options provided are:
Print Blank Document - this will allow the user to print a blank Rate Confirmation document
Clone & Customize - when selected will make a copy of the active Rate Confirmation and the user will have the ability to edit/customize it
The menu options for an Inactive Rate Confirmation offer more options:
Edit - will allow the user to view and make changes to an inactive Rate Confirmation
Set as Active - will allow the user to activate a Rate Confirmation. This action will inactivate the active Rate Confirmation. When selected the user will see a modal informing the user which Rate Confirmation will become active and which Rate Confirmation will be inactivated.
Print Blank Document - this will allow the user to print a blank Rate Confirmation document
Delete - will allow the user to delete an inactive Rate Confirmation
Clone & Customize - when selected will make a copy of the Rate Confirmation and the user will have the ability to edit/customize it
When ‘New Rate Confirmation’ or ‘Clone & Customized’ is selected, the following page will display allowing you to customize various sections of the Rate Confirmation. These forms of the document will be defaulted to Inactive.
New Rate Confirmation - starts with all of the configurations of the system generated Rate Confirmation
Clone & Customized - ‘copies’ the settings from the Rate Confirmation from which it was cloned and allows you to make changes
The left side of the page will show you the Rate Confirmation template and the right side displays the portions of the document that you can customize. As changes are made on the right side, they are reflected within the template on the left.
New Rate Confirmation
Clone & Customize
Breaking Down the Customizable Sections of the Document
TEMPLATE DETAILS
The first section allows you to assign a name to the Rate Confirmation.
The Document Name field is required and will be used to identify the document from the table view.
The Description field is optional.
COMPANY LOGO
This section allows you to add a logo to your Rate Confirmation documents.
The two options available are:
No logo - this selection will not include a logo
Use Custom Logo - this option will allow you to upload a logo of your choice. When the Rate Confirmation is generated the logo will be included on the document.
To add a logo:
click ‘Use Custom Logo’
2. Click the ‘Browse’ link or drag and drop the logo file into the box.
3. Select the file from your computer and click open
4. Your logo will appear in both the customizable section as well as the document preview. All logos are placed in the top right corner of the document.
MY COMPANY INFORMATION
This section allows you to determine what information displays in the shipper information section of the document. There are many options for configuring this section as well as the option to define an after hours contact.
Displayed ‘Tendered by’ User - this will display the person that assigned the carrier to the shipment. The information that can be enabled/disabled is:
Name is always required
Phone #
Email
Display ‘Created by’ User - this will display the person that created the shipment. The information that can be enabled/disabled is:
Display Shipment’s Rep - this will display either one of 3 types of representatives associated to the shipment. You can define which you would like to use by selecting from the dropdown.
Carrier Rep
Sales Rep
Account Rep
For each of these, the information that can be enabled/disabled is:
Display Custom Contact Information - you can define custom information to populate the shipper information section. The fields available are:
Contact name, always required
Phone #, optional
Email, optional
Fallback Contact Information - this information will be used in the event that you use a routing guide, EDI and/or API and the selection made above does not have a valid contact. This section is optional and not required to activate your Rate Confirmation. The fields available are:
Contact name, required if phone or email information is entered
Phone #, optional
Email, optional
After Hours Contact - this information can be provided in the event you want to communicate whom to contact about the shipment after normal business hours. This section is optional and not required to activate your Rate Confirmation. The fields available are:
Contact name, optional
Phone #, optional
Email, optional
Example of ‘Tendered by’ User Populating the Shipper Information Section Without Phone #
Example of Custom Contact Information Populating the Shipper Information Section
Example of After Hours Contact Information Populating the Shipper Information Section
STOP INFORMATION
This section allows you to determine which pieces of information display in the stop section of the document.
A checked box will display the information and an unselected box will remove the information from the document.
Pieces of information that can be configured:
Show Company Name - the name of the company associated with the stop
Example of Company Name included on document
Example of Company Name removed from document
Contact Information
Example of Stop Section with all Contact Information on document
Example of Stop Section with Contact phone number and email removed from document
HAZMAT - EMERGENCY CONTACT INFO
If hazmat items are included in your shipment, Hazmat emergency contact information will print on your Rate Confirmation.
You can configure whether the emergency contact information displays using this section.
The default contact information is: Chemtrec, 800-424-8300
Example with default hazmat contact information
If you choose to user custom information you will be required to provide the following:
Name
Phone Number
Example with custom hazmat contact information
RATE TERMS
This section allows you to define Rate Terms for use with your document.
CARRIER DETAILS
This section allows you to determine which pieces of information display in the carrier section of the document. You can also define carrier invoicing instructions specific to your needs.
Display assigned carrier information - will display the information associated with the carrier assigned to the shipment. Options include:
Use custom carrier information - allows you to specify custom data to use in the carrier details section.
Carrier Invoicing Instructions - you have the option to use the default carrier invoicing instructions or create your own custom carrier invoicing instructions. These instructions will be displayed on the bottom left section of the document in the carrier section
Example of Assigned carrier with all information on Document
Example of Assigned carrier without USDOT on Document
Example of Custom Carrier Information Used
Example of Default Carrier Instructions
Example of Custom Carrier Instructions
Once you have finished configuring your Rate Confirmation, you have two options available to you at the bottom right of the screen.
Create Rate Confirmation - this will allow you to save your Rate Confirmation template. You can come back and continue to configure it and when ready you can set it to active.
Set as Active - when selected, and the Create Rate Confirmation button is clicked, this will activate your Rate Confirmation for use with shipments. Any previously active Rate Confirmation will be set to inactive.
USING YOUR ACTIVE RATE CONFIRMATION
Once you have activated your customized Rate Confirmation, that Rate Confirmation will be used for all shipments that are generated via the platform.
