Shipwell's routing guide functionality is built on a workflow automation engine and we've designed the ability to create routing guides that have the flexibility to define lanes at multiple levels of granularity, and the ability to incorporate load board, broadcast, and email as additional steps in a routing guide. This article will define how to create a new routine guide, cancel a routing guide, and reject tenders.
New routing guide
Navigate to Manage -> Workflows as indicated in the figure below
Click create new Routing Guide
2. The following modal will step the user through the creation of a routing guide.
Required Fields
Routing Guide Name - best practice is to use a descriptive name outline the function of the routing guide
Status - either inactive or active
Active = allows a user to push a shipment to that routing guide
Inactive = does not allow a user to push a shipment to that routing guide
Modes - selects the modes for which this routing guide is used
Start Date - indicates the date that the Routing Guide will become active
Equipment - choose the equipment type(s) associated with the routing guide.
Optional Fields
Origin and Destination: The user has the flexibility to add multiple origins or destinations or the specificity of an exact address which can be set from the tenant's Address Book.
Trigger: Specifies the specific triggers on when the routing guide will run
End Date - indicates the date that the Routing Guide will expire.
NOTE: for now, the “End Date” does not prompt a notification. An email with soon to expire routing guides will be sent to the admin user..
3. Click “Save”
4. Next, the user will specify the actions which depend on the desired routing guide functionality
Click “+ Step” to create a step in the routing guide.
5. Select the Action - required, depending on the desired
Tender: indicates that the shipment will be tendered to a selected carrier
Load from Contract - if a contract was previously created, a user can load Routing Guide information from a selected contract.
Carrier - a required field, select the carrier that will be tendered a shipment meeting the Routing Guide’s criteria
Mode - a required field, choose from the dropdown
Options include: Full Truckload, Less Than Truckload, Volume Less Than Truckload, and Drayage
Equipment - a required field, choose from the dropdown
Rate - a required field, input the rate
Rate Type - a required field, choose from the dropdown.
Options include: Flat rate and Per Mile
Expiration - a required field, choose from the dropdown. This will indicate how long the carrier has to accept/reject the tender. Upon expiration, the Routing Guide will move on to the next indicated step.
Special Instructions - manually enter any special notes that the carrier should receive.
Email: indicates that an email notification will be sent to a selected contact(s)
To - a required field, enter a valid email address to the contact(s) that will receive the email notification.
Subject - a required field, enter the email’s subject.
Message - a required field, enter the message to be sent.
Add to Load Board: indicates that the shipment will be added to the user’s load board for carrier bidding or book now. The action will be stopped once a carrier is matched.
Book Now Rate - if a user inputs a rate in this field, it will override the Book Now rate on the shipment once accepted.
Step Timer - this is the amount of time that will pass before the Routing Guide workflow moves on to the next step.
Broadcast: allows the user to request bids from one or more specific carriers at a time
Carriers by Tag - if a user has their carriers tagged, they can select carriers to receive the broadcast.
Carriers - a required field, indicate the carrier(s) that will receive the requested bid.
Book Now Rate - if a user inputs a rate in this field, it will override the Book Now rate on the shipment once accepted.
Step Timer - this is the amount of time that will pass before the Routing Guide workflow moves on to the next step.
Special Instructions - manually enter any special notes that the carrier should receive.
A user can add as many steps to a Routing Guide as they want. Clone Routing Guide after saving - this allows a user to create a copy of an existing Routing Guide to use as a starting point for a new Routing Guide.
Once completed, click “Save”.
